SHFA
SC&H Financial Advisors’s Dimensional World Equity ETF DFAW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
37,196
+12,767
| +52% | +$856K | 0.43% | 32 |
|
|
2025
Q1 | $1.5M | Buy |
24,429
+14,884
| +156% | +$912K | 0.29% | 48 |
|
|
2024
Q4 | $596K | Buy |
9,545
+3,722
| +64% | +$232K | 0.12% | 86 |
|
|
2024
Q3 | $370K | Buy |
5,823
+434
| +8% | +$27.5K | 0.08% | 106 |
|
|
2024
Q2 | $321K | Buy |
5,389
+1,679
| +45% | +$100K | 0.08% | 110 |
|
|
2024
Q1 | $219K | Buy |
+3,710
| New | +$219K | 0.06% | 134 |
|