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Adero Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Adero Partners’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
2025
Q1 		$260K Buy
4,236
+656
+18% +$41.5K 0.02% 201
2024
Q4 		$224K Buy
+3,580
New +$229K 0.01% 216

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Adero Partners's DFAW Position: Q1 2025 in Review

Adero Partners increased its Dimensional World Equity ETF (DFAW) stake by 18% in Q1 2025, buying an estimated $41.5K and bringing the position to 4,236 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #201.

Adero Partners first reported a position in DFAW in Q4 2024 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold DFAW as of Q1 2025.

  • Adero Partners held 4,236 shares of Dimensional World Equity ETF worth $260K as of Q1 2025.
  • Adero Partners bought 656 Dimensional World Equity ETF shares in Q1 2025, an estimated $41.5K.
  • Dimensional World Equity ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #201 holding.
  • Adero Partners first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.