Mosaic Family Wealth Partners’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 | $1.35M | Buy |
20,142
+1,705
| +9% | +$114K | 0.17% | 62 |
|
|
2025
Q1 | $1.13M | Buy |
18,437
+2,676
| +17% | +$164K | 0.16% | 67 |
|
|
2024
Q4 | $984K | Sell |
15,761
-1,587
| -9% | -$99.1K | 0.14% | 80 |
|
|
2024
Q3 | $1.1M | Buy |
17,348
+4,737
| +38% | +$301K | 0.16% | 74 |
|
|
2024
Q2 | $751K | Buy |
12,611
+1,872
| +17% | +$111K | 0.12% | 90 |
|
|
2024
Q1 | $635K | Buy |
+10,739
| New | +$635K | 0.1% | 103 |
|