Abacus Planning Group’s Dimensional World Equity ETF DFAW Stock Holding History

Abacus Planning Group’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
2026 Q2	$17.6M	Buy	212,101 +178	+0.1%	+$14.4K	2.17%	11
2026 Q1	$15.6M	Buy	211,923 +6,212	+3%	+$473K	2.1%	11
2025 Q4	$15.2M	Buy	205,711 +2,943	+1%	+$214K	2.03%	12
2025 Q3	$14.6M	Sell	202,768 -14,753	-7%	-$1.03M	2.01%	12
2025 Q2	$14.6M	Buy	217,521 +3,105	+1%	+$194K	2.17%	11
2025 Q1	$13.1M	Buy	214,416 +19,218	+10%	+$1.22M	2.3%	11
2024 Q4	$12.2M	Buy	195,198 +7,359	+4%	+$470K	2.14%	11
2024 Q3	$11.9M	Buy	187,839 +2,692	+1%	+$164K	2.13%	11
2024 Q2	$11M	Buy	185,147 +5,684	+3%	+$333K	2.14%	11
2024 Q1	$10.6M	Buy	179,463 +5,091	+3%	+$286K	2.07%	11
2023 Q4	$9.6M	Buy	174,372 +11,452	+7%	+$584K	2.02%	11
2023 Q3	$8.08M	Buy	+162,920	New	+$8.09M	1.97%	11

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Abacus Planning Group's DFAW Position: Q2 2026 in Review

Abacus Planning Group increased its Dimensional World Equity ETF (DFAW) stake by 0.08% in Q2 2026, buying an estimated $14.4K and bringing the position to 212,101 shares worth $17.6M. The position accounts for 2.17% of the portfolio, ranked #11.

Abacus Planning Group first reported a position in DFAW in Q3 2023 and has held it in 12 quarters since. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Abacus Planning Group held 212,101 shares of Dimensional World Equity ETF worth $17.6M as of Q2 2026.
Abacus Planning Group bought 178 Dimensional World Equity ETF shares in Q2 2026, an estimated $14.4K.
Dimensional World Equity ETF made up 2.17% of Abacus Planning Group's portfolio in Q2 2026, its #11 holding.
Abacus Planning Group first reported a position in Dimensional World Equity ETF in Q3 2023 and has held it in 12 quarters since.
214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.