Summit Financial Strategies’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 Q1	–	Sell	-3,208	Closed	-$200K	–	150
2024 Q4	$200K	Hold	3,208	–	–	0.02%	141
2024 Q3	$204K	Buy	+3,208	New	+$204K	0.02%	140