Phillips Financial Management’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 | $440K | Sell |
6,555
-513
| -7% | -$34.4K | 0.03% | 144 |
|
|
2025
Q1 | $433K | Buy |
7,068
+94
| +1% | +$5.76K | 0.03% | 141 |
|
|
2024
Q4 | $436K | Buy |
6,974
+3,695
| +113% | +$231K | 0.03% | 136 |
|
|
2024
Q3 | $208K | Sell |
3,279
-327
| -9% | -$20.7K | 0.02% | 180 |
|
|
2024
Q2 | $215K | Buy |
3,606
+1
| +0% | +$60 | 0.02% | 178 |
|
|
2024
Q1 | $213K | Buy |
3,605
+1,935
| +116% | +$114K | 0.02% | 173 |
|
|
2023
Q4 | $91.7K | Buy |
1,670
+666
| +66% | +$36.6K | 0.01% | 182 |
|
|
2023
Q3 | $49.8K | Buy |
+1,004
| New | +$49.8K | ﹤0.01% | 189 |
|