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Asset Dedication LLC’s Dimensional World Equity ETF DFAW Stock Holding History

Asset Dedication 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
2026
Q2 		$469K Buy
5,668
+153
+3% +$12.3K 0.03% 245
2026
Q1 		$407K Buy
5,515
+3,865
+234% +$294K 0.03% 240
2025
Q4 		$122K Buy
1,650
+365
+28% +$26.6K 0.01% 371
2025
Q3 		$92.4K Sell
1,285
-71
-5% -$4.94K 0.01% 428
2025
Q2 		$91K Buy
1,356
+292
+27% +$18.3K 0.01% 425
2025
Q1 		$65.2K Buy
+1,064
New +$67.4K 0.01% 438

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
PL
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Asset Dedication LLC's DFAW Position: Q2 2026 in Review

Asset Dedication LLC increased its Dimensional World Equity ETF (DFAW) stake by 2.8% in Q2 2026, buying an estimated $12.3K and bringing the position to 5,668 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #245.

Asset Dedication LLC first reported a position in DFAW in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Asset Dedication LLC held 5,668 shares of Dimensional World Equity ETF worth $469K as of Q2 2026.
  • Asset Dedication LLC bought 153 Dimensional World Equity ETF shares in Q2 2026, an estimated $12.3K.
  • Dimensional World Equity ETF made up 0.03% of Asset Dedication LLC's portfolio in Q2 2026, its #245 holding.
  • Asset Dedication LLC first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.