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Tidal Investments’s Dimensional World Equity ETF DFAW Stock Holding History

Tidal Investments’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,383
Closed -$342K – 1877
2024
Q3 		$342K Buy
5,383
+1
+0% +$61 ﹤0.01% 1547
2024
Q2 		$320K Sell
5,382
-348
-6% -$20.4K ﹤0.01% 1502
2024
Q1 		$339K Buy
+5,730
New +$322K 0.01% 1355

Other funds holding DFAW

AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $516M AUM 36.09% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Tidal Investments's DFAW Position: Q4 2024 in Review

Tidal Investments sold out of Dimensional World Equity ETF (DFAW) in Q4 2024, closing a stake of 5,383 shares — an estimated $342K sold.

Tidal Investments first reported a position in DFAW in Q1 2024 and held it in 3 quarters. The position peaked at $342K in Q3 2024. 125 funds tracked by Wall St. Rank hold DFAW as of Q4 2024.

  • Tidal Investments reported no remaining Dimensional World Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Tidal Investments sold 5,383 Dimensional World Equity ETF shares in Q4 2024, an estimated $342K.
  • Tidal Investments first reported a position in Dimensional World Equity ETF in Q1 2024 and held it in 3 quarters.
  • Tidal Investments's Dimensional World Equity ETF position peaked at $342K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q4 2024.

Based on Tidal Investments's 13F filing for Q4 2024, filed 14 Feb 2025.