SPA
Shore Point 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 | $672K | Buy |
10,023
+2,652
| +36% | +$178K | 0.32% | 40 |
|
|
2025
Q1 | $452K | Buy |
7,371
+1,193
| +19% | +$73.1K | 0.24% | 43 |
|
|
2024
Q4 | $386K | Buy |
6,178
+2,276
| +58% | +$142K | 0.21% | 46 |
|
|
2024
Q3 | $248K | Buy |
+3,902
| New | +$248K | 0.13% | 58 |
|