Morris Financial Concepts’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 | $27.2K | Buy |
406
+179
| +79% | +$12K | 0.01% | 163 |
|
|
2025
Q1 | $13.9K | Buy |
227
+28
| +14% | +$1.72K | 0.01% | 170 |
|
|
2024
Q4 | $12.4K | Hold |
199
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $12.6K | Sell |
199
-210
| -51% | -$13.3K | 0.01% | 168 |
|
|
2024
Q2 | $24.4K | Buy |
409
+26
| +7% | +$1.55K | 0.01% | 133 |
|
|
2024
Q1 | $22.6K | Buy |
383
+264
| +222% | +$15.6K | 0.01% | 130 |
|
|
2023
Q4 | $6.53K | Buy |
+119
| New | +$6.53K | ﹤0.01% | 139 |
|