Vestia Personal Wealth Advisors’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
$1.23M Buy
18,398
+6,582
+56% +$442K 0.85% 25
2025
Q1
$724K Buy
11,816
+3,681
+45% +$226K 0.57% 32
2024
Q4
$508K Buy
8,135
+3,799
+88% +$237K 0.42% 42
2024
Q3
$275K Buy
+4,336
New +$275K 0.26% 62