AWM
DFAW icon

Avior Wealth Management’s Dimensional World Equity ETF DFAW Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-254
Closed -$15.9K – 1135
2024
Q4 		$15.9K Buy
254
+252
+12,600% +$16.1K ﹤0.01% 1475
2024
Q3 		$127 Buy
+2
New +$122 ﹤0.01% 2249

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 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
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $516M AUM 36.09% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $272M AUM 18.15% 1-Year Est. Return

Avior Wealth Management's DFAW Position: Q1 2025 in Review

Avior Wealth Management sold out of Dimensional World Equity ETF (DFAW) in Q1 2025, closing a stake of 254 shares — an estimated $15.9K sold.

Avior Wealth Management first reported a position in DFAW in Q3 2024 and held it in 2 quarters. The position peaked at $15.9K in Q4 2024. 139 funds tracked by Wall St. Rank hold DFAW as of Q1 2025.

  • Avior Wealth Management reported no remaining Dimensional World Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 254 Dimensional World Equity ETF shares in Q1 2025, an estimated $15.9K.
  • Avior Wealth Management first reported a position in Dimensional World Equity ETF in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Dimensional World Equity ETF position peaked at $15.9K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.