Fiduciary Financial Group’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
$998K Buy
14,827
+1,964
+15% +$132K 0.18% 80
2025
Q1
$734K Sell
12,863
-6,091
-32% -$348K 0.16% 93
2024
Q4
$1.17M Buy
18,954
+11,053
+140% +$684K 0.26% 57
2024
Q3
$498K Buy
7,901
+3,390
+75% +$214K 0.11% 106
2024
Q2
$281K Buy
+4,511
New +$281K 0.07% 209