CAS
DFAW icon

Coppell Advisory Solutions’s Dimensional World Equity ETF DFAW Stock Holding History

Coppell Advisory Solutions’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22
Closed -$1.31K – 1896
2024
Q2 		$1.31K Buy
+22
New +$1.29K ﹤0.01% 1457

Other funds holding DFAW

AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Coppell Advisory Solutions's DFAW Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Dimensional World Equity ETF (DFAW) in Q3 2024, closing a stake of 22 shares — an estimated $1.31K sold.

Coppell Advisory Solutions first reported a position in DFAW in Q2 2024 and held it in 1 quarter. The position peaked at $1.31K in Q2 2024. 86 funds tracked by Wall St. Rank hold DFAW as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Dimensional World Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 22 Dimensional World Equity ETF shares in Q3 2024, an estimated $1.31K.
  • Coppell Advisory Solutions first reported a position in Dimensional World Equity ETF in Q2 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Dimensional World Equity ETF position peaked at $1.31K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.