Safeguard Investment Advisory Group’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
$206K Sell
3,070
-1,011
-25% -$67.8K 0.05% 134
2025
Q1
$250K Buy
4,081
+735
+22% +$45K 0.07% 112
2024
Q4
$209K Sell
3,346
-917
-22% -$57.3K 0.06% 108
2024
Q3
$271K Buy
4,263
+57
+1% +$3.62K 0.08% 87
2024
Q2
$251K Buy
+4,206
New +$251K 0.08% 86