Ruedi Wealth 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 | $824K | Sell |
12,282
-1,884
| -13% | -$126K | 0.24% | 34 |
|
|
2025
Q1 | $868K | Buy |
14,166
+2,932
| +26% | +$180K | 0.27% | 25 |
|
|
2024
Q4 | $702K | Buy |
11,234
+1,277
| +13% | +$79.8K | 0.22% | 29 |
|
|
2024
Q3 | $632K | Buy |
9,957
+477
| +5% | +$30.3K | 0.22% | 29 |
|
|
2024
Q2 | $564K | Buy |
9,480
+8,515
| +882% | +$507K | 0.22% | 29 |
|
|
2024
Q1 | $57.1K | Hold |
965
| – | – | 0.02% | 79 |
|
|
2023
Q4 | $53K | Buy |
+965
| New | +$53K | 0.03% | 78 |
|