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

Apella 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 Q2	$13.2M	Buy	159,183 +15,900	+11%	+$1.28M	0.19%	93
2026 Q1	$11.4M	Buy	143,283 +15,775	+12%	+$1.2M	0.17%	102
2025 Q4	$9.43M	Buy	127,508 +19,240	+18%	+$1.4M	0.19%	98
2025 Q3	$7.72M	Buy	108,268 +10,141	+10%	+$705K	0.17%	99
2025 Q2	$6.62M	Buy	98,127 +10,237	+12%	+$641K	0.18%	96
2025 Q1	$5.18M	Buy	87,890 +18,918	+27%	+$1.2M	0.18%	91
2024 Q4	$4.31M	Buy	68,972 +7,029	+11%	+$449K	0.17%	81
2024 Q3	$3.9M	Buy	61,943 +19,603	+46%	+$1.2M	0.16%	77
2024 Q2	$2.55M	Buy	42,340 +14,030	+50%	+$823K	0.11%	90
2024 Q1	$1.67M	Buy	28,310 +11,268	+66%	+$633K	0.08%	104
2023 Q4	$918K	Buy	+17,042	New	+$869K	0.05%	143

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Apella Capital's DFAW Position: Q2 2026 in Review

Apella Capital increased its Dimensional World Equity ETF (DFAW) stake by 11% in Q2 2026, buying an estimated $1.28M and bringing the position to 159,183 shares worth $13.2M. The position accounts for 0.19% of the portfolio, ranked #93.

Apella Capital first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Apella Capital held 159,183 shares of Dimensional World Equity ETF worth $13.2M as of Q2 2026.
Apella Capital bought 15,900 Dimensional World Equity ETF shares in Q2 2026, an estimated $1.28M.
Dimensional World Equity ETF made up 0.19% of Apella Capital's portfolio in Q2 2026, its #93 holding.
Apella Capital first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.