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DFAW icon

Allworth Financial’s Dimensional World Equity ETF DFAW Stock Holding History

Allworth Financial’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 		$445K Sell
5,374
-101
-2% -$8.15K ﹤0.01% 1034
2026
Q1 		$404K Buy
5,475
+5,225
+2,090% +$398K ﹤0.01% 1048
2025
Q4 		$18.5K Hold
250
– – ﹤0.01% 2878
2025
Q3 		$18K Hold
250
– – ﹤0.01% 2770
2025
Q2 		$16.8K Hold
250
– – ﹤0.01% 2630
2025
Q1 		$15.1K Buy
250
+85
+52% +$5.38K ﹤0.01% 2235
2024
Q4 		$10.6K Hold
165
– – ﹤0.01% 2412
2024
Q3 		$10.5K Hold
165
– – ﹤0.01% 2234
2024
Q2 		$10K Hold
165
– – ﹤0.01% 2219
2024
Q1 		$9.76K Buy
+165
New +$9.27K ﹤0.01% 2127

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
APG
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

Allworth Financial's DFAW Position: Q2 2026 in Review

Allworth Financial reduced its Dimensional World Equity ETF (DFAW) stake by 1.8% in Q2 2026, selling an estimated $8.15K and leaving 5,374 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Allworth Financial first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Allworth Financial held 5,374 shares of Dimensional World Equity ETF worth $445K as of Q2 2026.
  • Allworth Financial sold 101 Dimensional World Equity ETF shares in Q2 2026, an estimated $8.15K.
  • Dimensional World Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1034 holding.
  • Allworth Financial first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.