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

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return