AssuredPartners Investment Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

AssuredPartners Investment Advisors’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	$2.99M	Buy	36,082 +4,091	+13%	+$330K	0.29%	93
2026 Q1	$2.39M	Buy	31,991 +133	+0.4%	+$10.1K	0.26%	100
2025 Q4	$2.36M	Buy	31,858 +5,578	+21%	+$406K	0.35%	72
2025 Q3	$1.89M	Buy	26,280 +447	+2%	+$31.1K	0.42%	46
2025 Q2	$1.73M	Buy	25,833 +2,167	+9%	+$136K	0.42%	47
2025 Q1	$1.45M	Sell	23,666 -10,237	-30%	-$648K	0.28%	100
2024 Q4	$2.12M	Buy	+33,903	New	+$2.17M	0.41%	69

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

AssuredPartners Investment Advisors's DFAW Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Dimensional World Equity ETF (DFAW) stake by 13% in Q2 2026, buying an estimated $330K and bringing the position to 36,082 shares worth $2.99M. The position accounts for 0.29% of the portfolio, ranked #93.

AssuredPartners Investment Advisors first reported a position in DFAW in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

AssuredPartners Investment Advisors held 36,082 shares of Dimensional World Equity ETF worth $2.99M as of Q2 2026.
AssuredPartners Investment Advisors bought 4,091 Dimensional World Equity ETF shares in Q2 2026, an estimated $330K.
Dimensional World Equity ETF made up 0.29% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #93 holding.
AssuredPartners Investment Advisors first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.