Berger Financial Group’s Dimensional World Equity ETF DFAW Stock Holding History

Berger Financial 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 Q1	$3.83M	Buy	51,845 +11,399	+28%	+$868K	0.21%	98
2025 Q4	$2.99M	Buy	40,446 +3,718	+10%	+$271K	0.17%	115
2025 Q3	$2.64M	Buy	36,728 +1,288	+4%	+$89.6K	0.16%	117
2025 Q2	$2.38M	Buy	35,440 +10,384	+41%	+$650K	0.15%	121
2025 Q1	$1.54M	Buy	25,056 +16,819	+204%	+$1.06M	0.11%	147
2024 Q4	$514K	Buy	+8,237	New	+$527K	0.04%	253

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

Berger Financial Group's DFAW Position: Q1 2026 in Review

Berger Financial Group increased its Dimensional World Equity ETF (DFAW) stake by 28% in Q1 2026, buying an estimated $868K and bringing the position to 51,845 shares worth $3.83M. The position accounts for 0.21% of the portfolio, ranked #98.

Berger Financial Group first reported a position in DFAW in Q4 2024 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Berger Financial Group held 51,845 shares of Dimensional World Equity ETF worth $3.83M as of Q1 2026.
Berger Financial Group bought 11,399 Dimensional World Equity ETF shares in Q1 2026, an estimated $868K.
Dimensional World Equity ETF made up 0.21% of Berger Financial Group's portfolio in Q1 2026, its #98 holding.
Berger Financial Group first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 6 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.