Keyes Stange & Wooten 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 | $10.7M | Sell |
159,219
-1,845
| -1% | -$124K | 5.55% | 7 |
|
|
2025
Q1 | $9.87M | Sell |
161,064
-11,373
| -7% | -$697K | 5.61% | 7 |
|
|
2024
Q4 | $10.8M | Buy |
172,437
+13,306
| +8% | +$831K | 6.35% | 6 |
|
|
2024
Q3 | $10.1M | Buy |
159,131
+6,820
| +4% | +$433K | 5.99% | 6 |
|
|
2024
Q2 | $9.07M | Buy |
152,311
+143,359
| +1,601% | +$8.54M | 6.31% | 5 |
|
|
2024
Q1 | $529K | Buy |
+8,952
| New | +$529K | 0.47% | 38 |
|