Bryant Woods Investment Advisors’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 | $10.4M | Buy |
155,007
+10,931
| +8% | +$733K | 4.49% | 5 |
|
|
2025
Q1 | $8.83M | Buy |
144,076
+22,106
| +18% | +$1.35M | 4.25% | 6 |
|
|
2024
Q4 | $7.62M | Buy |
121,970
+10,188
| +9% | +$636K | 3.69% | 8 |
|
|
2024
Q3 | $7.09M | Buy |
+111,782
| New | +$7.09M | 3.61% | 8 |
|
|
2024
Q2 | – | Sell |
-89,391
| Closed | -$5.29M | – | 44 |
|
|
2024
Q1 | $5.29M | Buy |
89,391
+76,451
| +591% | +$4.52M | 3.12% | 9 |
|
|
2023
Q4 | $711K | Buy |
+12,940
| New | +$711K | 0.45% | 24 |
|