Belpointe Asset Management’s Dimensional World Equity ETF DFAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
8,113
+154
| +2% | +$10.3K | 0.02% | 548 |
|
|
2025
Q1 | $488K | Hold |
7,959
| – | – | 0.03% | 575 |
|
|
2024
Q4 | $497K | Hold |
7,959
| – | – | 0.03% | 506 |
|
|
2024
Q3 | $505K | Buy |
7,959
+174
| +2% | +$11K | 0.03% | 498 |
|
|
2024
Q2 | $464K | Buy |
7,785
+911
| +13% | +$54.2K | 0.03% | 479 |
|
|
2024
Q1 | $406K | Buy |
+6,874
| New | +$406K | 0.03% | 491 |
|