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Andrews Lucia Wealth Management’s Dimensional World Equity ETF DFAW Stock Holding History

Andrews Lucia Wealth Management’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 		$235K Sell
2,838
-74
-3% -$5.97K 0.12% 39
2026
Q1 		$215K Buy
2,912
+188
+7% +$14.3K 0.13% 35
2025
Q4 		$202K Buy
+2,724
New +$198K 0.12% 33

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
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Andrews Lucia Wealth Management's DFAW Position: Q2 2026 in Review

Andrews Lucia Wealth Management reduced its Dimensional World Equity ETF (DFAW) stake by 2.5% in Q2 2026, selling an estimated $5.97K and leaving 2,838 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #39.

Andrews Lucia Wealth Management first reported a position in DFAW in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Andrews Lucia Wealth Management held 2,838 shares of Dimensional World Equity ETF worth $235K as of Q2 2026.
  • Andrews Lucia Wealth Management sold 74 Dimensional World Equity ETF shares in Q2 2026, an estimated $5.97K.
  • Dimensional World Equity ETF made up 0.12% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.