Mosaic Family Wealth Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.52M Buy
2025
Q2
$1.35M Buy
2025
Q1
$1.13M Buy
2024
Q4
$984K Sell
2024
Q3
$1.1M Buy
2024
Q2
$751K Buy
2024
Q1
$635K Buy