HFG 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 | $7.3M | Sell |
119,203
-11,910
| -9% | -$730K | 4.45% | 8 |
|
|
2025
Q1 | $8.19M | Sell |
131,113
-9,855
| -7% | -$616K | 4.96% | 7 |
|
|
2024
Q4 | $8.95M | Sell |
140,968
-9,746
| -6% | -$618K | 5.8% | 7 |
|
|
2024
Q3 | $8.97M | Hold |
150,714
| – | – | 5.72% | 5 |
|
|
2024
Q2 | $8.97M | Sell |
150,714
-18,444
| -11% | -$1.1M | 5.72% | 5 |
|
|
2024
Q1 | $10M | Buy |
169,158
+8,832
| +6% | +$522K | 5.89% | 8 |
|
|
2023
Q4 | $8.8M | Buy |
+160,326
| New | +$8.8M | 2.16% | 13 |
|