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Beacon Pointe Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Beacon Pointe 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 		$2.17M Buy
26,182
+471
+2% +$38K 0.01% 732
2026
Q1 		$1.9M Buy
25,711
+1,464
+6% +$111K 0.01% 751
2025
Q4 		$1.79M Buy
24,247
+3,406
+16% +$248K 0.01% 642
2025
Q3 		$1.5M Buy
20,841
+11,297
+118% +$786K 0.01% 617
2025
Q2 		$640K Buy
9,544
+374
+4% +$23.4K 0.01% 815
2025
Q1 		$562K Buy
9,170
+1,476
+19% +$93.4K 0.01% 821
2024
Q4 		$481K Buy
7,694
+2,117
+38% +$135K 0.01% 847
2024
Q3 		$354K Sell
5,577
-286
-5% -$17.5K ﹤0.01% 972
2024
Q2 		$349K Sell
5,863
-1,376
-19% -$80.7K ﹤0.01% 1008
2024
Q1 		$428K Buy
7,239
+853
+13% +$47.9K ﹤0.01% 976
2023
Q4 		$351K Buy
+6,386
New +$326K ﹤0.01% 1023

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
PL
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Pointe Advisors's DFAW Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Dimensional World Equity ETF (DFAW) stake by 1.8% in Q2 2026, buying an estimated $38K and bringing the position to 26,182 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #732.

Beacon Pointe Advisors first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Beacon Pointe Advisors held 26,182 shares of Dimensional World Equity ETF worth $2.17M as of Q2 2026.
  • Beacon Pointe Advisors bought 471 Dimensional World Equity ETF shares in Q2 2026, an estimated $38K.
  • Dimensional World Equity ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #732 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.