Root Financial 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 | $448K | Sell |
6,686
-303
| -4% | -$20.3K | 0.04% | 137 |
|
|
2025
Q1 | $428K | Hold |
6,989
| – | – | 0.05% | 123 |
|
|
2024
Q4 | $437K | Hold |
6,989
| – | – | 0.05% | 124 |
|
|
2024
Q3 | $444K | Buy |
6,989
+3
| +0% | +$190 | 0.07% | 102 |
|
|
2024
Q2 | $416K | Hold |
6,986
| – | – | 0.1% | 77 |
|
|
2024
Q1 | $413K | Hold |
6,986
| – | – | 0.12% | 63 |
|
|
2023
Q4 | $384K | Buy |
+6,986
| New | +$384K | 0.14% | 56 |
|