Blue Oak Capital’s Dimensional World Equity ETF DFAW Stock Holding History

Blue Oak Capital’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
2025 Q2	$283K	Sell	4,220 -47	-1%	-$2.94K	0.15%	61
2025 Q1	$261K	Buy	+4,267	New	+$270K	0.14%	62

Other funds holding DFAW

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

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

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

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

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Blue Oak Capital's DFAW Position: Q2 2025 in Review

Blue Oak Capital reduced its Dimensional World Equity ETF (DFAW) stake by 1.1% in Q2 2025, selling an estimated $2.94K and leaving 4,220 shares worth $283K. The position accounts for 0.15% of the portfolio, ranked #61.

Blue Oak Capital first reported a position in DFAW in Q1 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold DFAW as of Q2 2025.

Blue Oak Capital held 4,220 shares of Dimensional World Equity ETF worth $283K as of Q2 2025.
Blue Oak Capital sold 47 Dimensional World Equity ETF shares in Q2 2025, an estimated $2.94K.
Dimensional World Equity ETF made up 0.15% of Blue Oak Capital's portfolio in Q2 2025, its #61 holding.
Blue Oak Capital first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 2 quarters since.
148 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.