Total Wealth Planning’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 | $658K | Sell |
9,803
-1,184
| -11% | -$79.4K | 0.08% | 67 |
|
|
2025
Q1 | $673K | Buy |
10,987
+1,796
| +20% | +$110K | 0.1% | 55 |
|
|
2024
Q4 | $574K | Buy |
9,191
+3,676
| +67% | +$230K | 0.09% | 60 |
|
|
2024
Q3 | $350K | Sell |
5,515
-2,361
| -30% | -$150K | 0.05% | 75 |
|
|
2024
Q2 | $491K | Buy |
7,876
+1,292
| +20% | +$80.5K | 0.08% | 67 |
|
|
2024
Q1 | $389K | Buy |
+6,584
| New | +$389K | 0.07% | 72 |
|