Stratos Investment 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 | $12.7M | Buy |
188,794
+63,757
| +51% | +$4.28M | 0.58% | 40 |
|
|
2025
Q1 | $7.66M | Buy |
125,037
+50,855
| +69% | +$3.12M | 0.41% | 55 |
|
|
2024
Q4 | $4.63M | Sell |
74,182
-16,625
| -18% | -$1.04M | 0.28% | 68 |
|
|
2024
Q3 | $5.76M | Buy |
90,807
+6,073
| +7% | +$385K | 0.4% | 64 |
|
|
2024
Q2 | $5.05M | Buy |
84,734
+5,216
| +7% | +$311K | 0.42% | 64 |
|
|
2024
Q1 | $4.7M | Buy |
+79,518
| New | +$4.7M | 0.46% | 62 |
|