Austin Asset Management’s Dimensional World Equity ETF DFAW Stock Holding History

Austin Asset Management’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	$1.24M	Buy	15,000 +2,594	+21%	+$209K	0.17%	34
2026 Q1	$915K	Buy	12,406 +3,032	+32%	+$231K	0.15%	38
2025 Q4	$693K	Hold	9,374	–	–	0.11%	42
2025 Q3	$674K	Sell	9,374 -48	-0.5%	-$3.34K	0.12%	42
2025 Q2	$632K	Buy	9,422 +189	+2%	+$11.8K	0.12%	41
2025 Q1	$566K	Buy	9,233 +50	+0.5%	+$3.17K	0.12%	44
2024 Q4	$574K	Buy	9,183 +4,804	+110%	+$307K	0.11%	43
2024 Q3	$278K	Buy	4,379 +33	+0.8%	+$2.01K	0.05%	60
2024 Q2	$259K	Hold	4,346	–	–	0.05%	62
2024 Q1	$257K	Buy	+4,346	New	+$244K	0.05%	60

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

Austin Asset Management's DFAW Position: Q2 2026 in Review

Austin Asset Management increased its Dimensional World Equity ETF (DFAW) stake by 21% in Q2 2026, buying an estimated $209K and bringing the position to 15,000 shares worth $1.24M. The position accounts for 0.17% of the portfolio, ranked #34.

Austin Asset Management first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Austin Asset Management held 15,000 shares of Dimensional World Equity ETF worth $1.24M as of Q2 2026.
Austin Asset Management bought 2,594 Dimensional World Equity ETF shares in Q2 2026, an estimated $209K.
Dimensional World Equity ETF made up 0.17% of Austin Asset Management's portfolio in Q2 2026, its #34 holding.
Austin Asset Management first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Austin Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.