Annandale Capital’s Dimensional World Equity ETF DFAW Stock Holding History

Annandale Capital’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	$964K	Buy	13,063 +2,113	+19%	+$161K	0.14%	74
2025 Q4	$810K	Buy	10,950 +4,162	+61%	+$303K	0.1%	80
2025 Q3	$4.88M	Buy	6,788 +3	+0%	+$209	0.08%	86
2025 Q2	$455K	Buy	6,785 +2,992	+79%	+$187K	0.03%	90
2025 Q1	$232K	Buy	3,793 +486	+15%	+$30.8K	0.01%	117
2024 Q4	$207K	Buy	+3,307	New	+$211K	0.03%	122

Other funds holding DFAW

FPF

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

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 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

Annandale Capital's DFAW Position: Q1 2026 in Review

Annandale Capital increased its Dimensional World Equity ETF (DFAW) stake by 19% in Q1 2026, buying an estimated $161K and bringing the position to 13,063 shares worth $964K. The position accounts for 0.14% of the portfolio, ranked #74.

Annandale Capital first reported a position in DFAW in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.88M in Q3 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Annandale Capital held 13,063 shares of Dimensional World Equity ETF worth $964K as of Q1 2026.
Annandale Capital bought 2,113 Dimensional World Equity ETF shares in Q1 2026, an estimated $161K.
Dimensional World Equity ETF made up 0.14% of Annandale Capital's portfolio in Q1 2026, its #74 holding.
Annandale Capital first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 6 quarters since.
Annandale Capital's Dimensional World Equity ETF position peaked at $4.88M in Q3 2025.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Annandale Capital's 13F filing for Q1 2026, filed 15 May 2026.