Sterling 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	$1.21M	Buy	+17,988	New	+$1.21M	0.41%	36
2024 Q4	$832K	Buy	13,322 +3,474	+35%	+$217K	0.31%	43
2024 Q3	$625K	Buy	9,848 +5,263	+115%	+$334K	0.23%	53
2024 Q2	$273K	Buy	+4,585	New	+$273K	0.13%	86