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BIP Wealth’s Dimensional World Equity ETF DFAW Stock Holding History

BIP Wealth’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 		$5.34M Buy
72,356
+38,254
+112% +$2.91M 0.22% 79
2025
Q4 		$2.52M Buy
34,102
+25,609
+302% +$1.86M 0.09% 130
2025
Q3 		$610K Buy
+8,493
New +$591K 0.03% 167

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 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
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 $743M AUM 17.45% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return

BIP Wealth's DFAW Position: Q1 2026 in Review

BIP Wealth increased its Dimensional World Equity ETF (DFAW) stake by 112% in Q1 2026, buying an estimated $2.91M and bringing the position to 72,356 shares worth $5.34M. The position accounts for 0.22% of the portfolio, ranked #79.

BIP Wealth first reported a position in DFAW in Q3 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • BIP Wealth held 72,356 shares of Dimensional World Equity ETF worth $5.34M as of Q1 2026.
  • BIP Wealth bought 38,254 Dimensional World Equity ETF shares in Q1 2026, an estimated $2.91M.
  • Dimensional World Equity ETF made up 0.22% of BIP Wealth's portfolio in Q1 2026, its #79 holding.
  • BIP Wealth first reported a position in Dimensional World Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.