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 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

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return