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 Q3	$13.8M	Buy	164,441 +5,258	+3%	+$442K	0.18%	104
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Apella Capital's DFAW Position: Q3 2026 in Review

Apella Capital increased its Dimensional World Equity ETF (DFAW) stake by 3.3% in Q3 2026, buying an estimated $442K and bringing the position to 164,441 shares worth $13.8M. The position accounts for 0.18% of the portfolio, ranked #104.

Apella Capital first reported a position in DFAW in Q4 2023 and has held it in 12 quarters since. 138 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

Apella Capital held 164,441 shares of Dimensional World Equity ETF worth $13.8M as of Q3 2026.
Apella Capital bought 5,258 Dimensional World Equity ETF shares in Q3 2026, an estimated $442K.
Dimensional World Equity ETF made up 0.18% of Apella Capital's portfolio in Q3 2026, its #104 holding.
Apella Capital first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 12 quarters since.
138 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.