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EverSource Wealth Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

EverSource Wealth Advisors’s Portfolio DFAW Stock Details DFAW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$543K Sell
8,099
-52
-0.6% -$3.49K 0.02% 423
2025
Q1 		$500K Buy
8,151
+739
+10% +$45.3K 0.03% 382
2024
Q4 		$463K Buy
+7,412
New +$463K 0.03% 391