Envision Financial Planning’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	$624K	Buy	9,302 +5,190	+126%	+$348K	0.29%	35
2025 Q1	$252K	Buy	4,112 +602	+17%	+$36.9K	0.13%	37
2024 Q4	$219K	Buy	3,510 +116	+3%	+$7.25K	0.11%	42
2024 Q3	$215K	Buy	+3,394	New	+$215K	0.11%	35