FMB Wealth Management’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
$438K Buy
6,531
+1,400
+27% +$93.9K 0.21% 50
2025
Q1
$314K Buy
5,131
+574
+13% +$35.2K 0.17% 54
2024
Q4
$285K Buy
+4,557
New +$285K 0.16% 56