Cambridge Investment Research 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 | – | Sell |
-6,618
| Closed | -$406K | – | 3658 |
|
|
2025
Q1 | $406K | Buy |
+6,618
| New | +$406K | ﹤0.01% | 2627 |
|
|
2024
Q4 | – | Sell |
-4,313
| Closed | -$274K | – | 3497 |
|
|
2024
Q3 | $274K | Sell |
4,313
-1,207
| -22% | -$76.7K | ﹤0.01% | 2895 |
|
|
2024
Q2 | $329K | Sell |
5,520
-376
| -6% | -$22.4K | ﹤0.01% | 2628 |
|
|
2024
Q1 | $349K | Buy |
5,896
+65
| +1% | +$3.85K | ﹤0.01% | 2580 |
|
|
2023
Q4 | $320K | Buy |
+5,831
| New | +$320K | ﹤0.01% | 2544 |
|