Coston McIsaac & 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 | $187K | Buy |
2,798
+112
| +4% | +$7.49K | 0.05% | 143 |
|
|
2025
Q1 | $164K | Sell |
2,686
-32
| -1% | -$1.95K | 0.05% | 138 |
|
|
2024
Q4 | $169K | Buy |
2,718
+184
| +7% | +$11.4K | 0.05% | 135 |
|
|
2024
Q3 | $160 | Buy |
2,534
+243
| +11% | +$15 | 0.05% | 140 |
|
|
2024
Q2 | $136K | Buy |
2,291
+1,877
| +453% | +$111K | 0.04% | 145 |
|
|
2024
Q1 | $24K | Buy |
+414
| New | +$24K | 0.01% | 368 |
|