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Aspiriant LLC’s Dimensional World Equity ETF DFAW Stock Holding History

Aspiriant LLC’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
2025
Q4 		– Sell
-3,294
Closed -$237K – 325
2025
Q3 		$237K Buy
+3,294
New +$229K 0.01% 281

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
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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
MWM
McMill Wealth Management Norfolk, Nebraska $376M AUM 14.46% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Aspiriant LLC's DFAW Position: Q4 2025 in Review

Aspiriant LLC sold out of Dimensional World Equity ETF (DFAW) in Q4 2025, closing a stake of 3,294 shares — an estimated $237K sold.

Aspiriant LLC first reported a position in DFAW in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 189 funds tracked by Wall St. Rank hold DFAW as of Q4 2025.

  • Aspiriant LLC reported no remaining Dimensional World Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Aspiriant LLC sold 3,294 Dimensional World Equity ETF shares in Q4 2025, an estimated $237K.
  • Aspiriant LLC first reported a position in Dimensional World Equity ETF in Q3 2025 and held it in 1 quarter.
  • Aspiriant LLC's Dimensional World Equity ETF position peaked at $237K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q4 2025.

Based on Aspiriant LLC's 13F filing for Q4 2025, filed 20 Jan 2026.