Independent Financial Group’s AdvisorShares Dorsey Wright FSM All Cap World ETF DWAW Stock Holding History

Independent Financial Group’s Portfolio DWAW Stock Details DWAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,830	Closed	-$228K	–	1179
2024 Q3	$228K	Hold	5,830	–	–	0.01%	990
2024 Q2	$228K	Hold	5,830	–	–	0.01%	964
2024 Q1	$216K	Buy	+5,830	New	+$207K	0.01%	930

Other funds holding DWAW

VWS

Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Financial Group's DWAW Position: Q4 2024 in Review

Independent Financial Group sold out of AdvisorShares Dorsey Wright FSM All Cap World ETF (DWAW) in Q4 2024, closing a stake of 5,830 shares — an estimated $228K sold.

Independent Financial Group first reported a position in DWAW in Q1 2024 and held it in 3 quarters. The position peaked at $228K in Q3 2024. 12 funds tracked by Wall St. Rank hold DWAW as of Q4 2024.

Independent Financial Group reported no remaining AdvisorShares Dorsey Wright FSM All Cap World ETF position as of Q4 2024 after selling out during the quarter.
Independent Financial Group sold 5,830 AdvisorShares Dorsey Wright FSM All Cap World ETF shares in Q4 2024, an estimated $228K.
Independent Financial Group first reported a position in AdvisorShares Dorsey Wright FSM All Cap World ETF in Q1 2024 and held it in 3 quarters.
Independent Financial Group's AdvisorShares Dorsey Wright FSM All Cap World ETF position peaked at $228K in Q3 2024.
12 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright FSM All Cap World ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.