FWP
Falcon Wealth Planning’s Dimensional World Equity ETF DFAW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
11,837
+437
| +4% | +$29.3K | 0.08% | 76 |
|
|
2025
Q1 | $699K | Sell |
11,400
-82
| -0.7% | -$5.03K | 0.08% | 79 |
|
|
2024
Q4 | $717K | Buy |
11,482
+4,517
| +65% | +$282K | 0.08% | 78 |
|
|
2024
Q3 | $442K | Buy |
+6,965
| New | +$442K | 0.05% | 99 |
|