Action Point Financial Planning’s Dimensional World Equity ETF DFAW Stock Holding History

Action Point Financial Planning’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	$9.19K	Buy	+111	New	+$8.96K	﹤0.01%	1501

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 16.94% 1-Year Est. Return

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

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase

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

Action Point Financial Planning's DFAW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dimensional World Equity ETF (DFAW) in Q2 2026: 111 shares worth $9.19K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings.

212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Action Point Financial Planning held 111 shares of Dimensional World Equity ETF worth $9.19K as of Q2 2026.
Dimensional World Equity ETF was a new Action Point Financial Planning position in Q2 2026.
Dimensional World Equity ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1501 holding.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.