Chicago Partners Investment Group’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 | $1.2M | Buy |
17,314
+6,604
| +62% | +$456K | 0.03% | 357 |
|
|
2025
Q1 | $661K | Sell |
10,710
-1,845
| -15% | -$114K | 0.02% | 445 |
|
|
2024
Q4 | $788K | Buy |
12,555
+6,138
| +96% | +$385K | 0.03% | 392 |
|
|
2024
Q3 | $405K | Buy |
6,417
+214
| +3% | +$13.5K | 0.01% | 539 |
|
|
2024
Q2 | $376K | Buy |
6,203
+1,002
| +19% | +$60.7K | 0.01% | 539 |
|
|
2024
Q1 | $298K | Buy |
+5,201
| New | +$298K | 0.01% | 569 |
|