Sivia Capital 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 | $10.3M | Buy |
152,823
+8,575
| +6% | +$575K | 3.07% | 6 |
|
|
2025
Q1 | $8.84M | Sell |
144,248
-9,087
| -6% | -$557K | 4.13% | 4 |
|
|
2024
Q4 | $9.58M | Buy |
153,335
+14,023
| +10% | +$876K | 4.76% | 5 |
|
|
2024
Q3 | $8.84M | Buy |
139,312
+29,252
| +27% | +$1.86M | 5.22% | 4 |
|
|
2024
Q2 | $6.55M | Buy |
110,060
+6,127
| +6% | +$365K | 4.38% | 5 |
|
|
2024
Q1 | $6.15M | Buy |
103,933
+6,658
| +7% | +$394K | 4.18% | 6 |
|
|
2023
Q4 | $5.34M | Buy |
+97,275
| New | +$5.34M | 4.07% | 5 |
|