MB Generational Wealth’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
Q1
$1.19M Buy
19,463
+3,545
+22% +$217K 0.89% 20
2024
Q4
$994K Buy
15,918
+4,682
+42% +$292K 0.73% 22
2024
Q3
$713K Buy
11,236
+910
+9% +$57.7K 0.51% 23
2024
Q2
$615K Buy
10,326
+1,264
+14% +$75.3K 0.48% 24
2024
Q1
$536K Buy
+9,062
New +$536K 0.42% 27