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

Belpointe 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	$687K	Buy	8,293 +54	+0.7%	+$4.36K	0.02%	617
2026 Q1	$608K	Buy	8,239 +126	+2%	+$9.59K	0.02%	628
2025 Q4	$600K	Hold	8,113	–	–	0.02%	599
2025 Q3	$583K	Hold	8,113	–	–	0.02%	586
2025 Q2	$544K	Buy	8,113 +154	+2%	+$9.64K	0.02%	548
2025 Q1	$488K	Hold	7,959	–	–	0.03%	575
2024 Q4	$497K	Hold	7,959	–	–	0.03%	506
2024 Q3	$505K	Buy	7,959 +174	+2%	+$10.6K	0.03%	498
2024 Q2	$464K	Buy	7,785 +911	+13%	+$53.4K	0.03%	479
2024 Q1	$406K	Buy	+6,874	New	+$386K	0.03%	491

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

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

Belpointe Asset Management increased its Dimensional World Equity ETF (DFAW) stake by 0.66% in Q2 2026, buying an estimated $4.36K and bringing the position to 8,293 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #617.

Belpointe 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.

Belpointe Asset Management held 8,293 shares of Dimensional World Equity ETF worth $687K as of Q2 2026.
Belpointe Asset Management bought 54 Dimensional World Equity ETF shares in Q2 2026, an estimated $4.36K.
Dimensional World Equity ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #617 holding.
Belpointe 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 Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.