Alpha Financial Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Alpha Financial Advisors’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 Q1	$305K	Sell	4,132 -2,274	-35%	-$173K	0.09%	48
2025 Q4	$474K	Buy	6,406 +2,780	+77%	+$202K	0.14%	38
2025 Q3	$261K	Sell	3,626 -1,173	-24%	-$81.6K	0.09%	54
2025 Q2	$322K	Sell	4,799 -930	-16%	-$58.2K	0.12%	39
2025 Q1	$351K	Buy	5,729 +398	+7%	+$25.2K	0.16%	30
2024 Q4	$333K	Buy	5,331 +294	+6%	+$18.8K	0.15%	34
2024 Q3	$320K	Buy	5,037 +363	+8%	+$22.2K	0.14%	32
2024 Q2	$278K	Buy	4,674 +482	+11%	+$28.3K	0.13%	33
2024 Q1	$248K	Buy	+4,192	New	+$236K	0.12%	38

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

SIS

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

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

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

Alpha Financial Advisors's DFAW Position: Q1 2026 in Review

Alpha Financial Advisors reduced its Dimensional World Equity ETF (DFAW) stake by 35% in Q1 2026, selling an estimated $173K and leaving 4,132 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #48.

Alpha Financial Advisors first reported a position in DFAW in Q1 2024 and has held it in 9 quarters since. The position peaked at $474K in Q4 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Alpha Financial Advisors held 4,132 shares of Dimensional World Equity ETF worth $305K as of Q1 2026.
Alpha Financial Advisors sold 2,274 Dimensional World Equity ETF shares in Q1 2026, an estimated $173K.
Dimensional World Equity ETF made up 0.09% of Alpha Financial Advisors's portfolio in Q1 2026, its #48 holding.
Alpha Financial Advisors first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 9 quarters since.
Alpha Financial Advisors's Dimensional World Equity ETF position peaked at $474K in Q4 2025.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.