Phillips Financial Management’s Dimensional World Equity ETF DFAW Stock Holding History

Phillips Financial Management’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$301K	Sell
2025 Q2	$440K	Sell
2025 Q1	$433K	Buy
2024 Q4	$436K	Buy
2024 Q3	$208K	Sell
2024 Q2	$215K	Buy
2024 Q1	$213K	Buy
2023 Q4	$91.7K	Buy
2023 Q3	$49.8K	Buy