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

Bannerman Wealth Management Group’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	$899K	Buy	10,862 +883	+9%	+$71.3K	0.52%	19
2026 Q1	$736K	Buy	9,979 +226	+2%	+$17.2K	0.5%	19
2025 Q4	$722K	Buy	9,753 +81	+0.8%	+$5.89K	0.51%	19
2025 Q3	$695K	Buy	9,672 +1,681	+21%	+$117K	0.51%	20
2025 Q2	$536K	Buy	+7,991	New	+$500K	0.41%	24

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

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Bannerman Wealth Management Group's DFAW Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Dimensional World Equity ETF (DFAW) stake by 8.8% in Q2 2026, buying an estimated $71.3K and bringing the position to 10,862 shares worth $899K. The position accounts for 0.52% of the portfolio, ranked #19.

Bannerman Wealth Management Group first reported a position in DFAW in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Bannerman Wealth Management Group held 10,862 shares of Dimensional World Equity ETF worth $899K as of Q2 2026.
Bannerman Wealth Management Group bought 883 Dimensional World Equity ETF shares in Q2 2026, an estimated $71.3K.
Dimensional World Equity ETF made up 0.52% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #19 holding.
Bannerman Wealth Management Group first reported a position in Dimensional World Equity ETF in Q2 2025 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.