APG
DFAW icon

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 		$9.57M 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

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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. 108 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.
  • 108 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.