Porter White Investment Advisors’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 | $223K | Buy |
3,330
+13
| +0.4% | +$872 | 0.1% | 36 |
|
|
2025
Q1 | $203K | Buy |
3,317
+5
| +0.2% | +$306 | 0.1% | 34 |
|
|
2024
Q4 | $207K | Sell |
3,312
-325
| -9% | -$20.3K | 0.1% | 32 |
|
|
2024
Q3 | $231K | Buy |
3,637
+13
| +0.4% | +$825 | 0.12% | 32 |
|
|
2024
Q2 | $216K | Buy |
3,624
+18
| +0.5% | +$1.07K | 0.12% | 32 |
|
|
2024
Q1 | $213K | Sell |
3,606
-75
| -2% | -$4.44K | 0.11% | 31 |
|
|
2023
Q4 | $202K | Buy |
+3,681
| New | +$202K | 0.13% | 29 |
|