Concord Wealth Partners’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 | $103K | Buy |
1,543
+9
| +0.6% | +$604 | 0.02% | 264 |
|
|
2025
Q1 | $94K | Sell |
1,534
-329
| -18% | -$20.2K | 0.02% | 251 |
|
|
2024
Q4 | $116K | Buy |
1,863
+718
| +63% | +$44.8K | 0.02% | 239 |
|
|
2024
Q3 | $72.7K | Buy |
1,145
+4
| +0.4% | +$254 | 0.01% | 290 |
|
|
2024
Q2 | $67.9K | Buy |
1,141
+6
| +0.5% | +$357 | 0.01% | 273 |
|
|
2024
Q1 | $67.1K | Buy |
1,135
+2
| +0.2% | +$118 | 0.01% | 315 |
|
|
2023
Q4 | $62.2K | Buy |
+1,133
| New | +$62.2K | 0.01% | 327 |
|