JFS Wealth Advisors’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 +1,006	+18%	+$67.5K	0.03%	217
2025 Q1	$339K	Hold	5,525	–	–	0.02%	243
2024 Q4	$345K	Hold	5,525	–	–	0.02%	233
2024 Q3	$351K	Buy	+5,525	New	+$351K	0.02%	234