Boyce & Associates Wealth Consulting’s Dimensional World Equity ETF DFAW Stock Holding History

Boyce & Associates Wealth Consulting’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	$634K	Buy	7,664 +48	+0.6%	+$3.87K	0.44%	46
2026 Q1	$562K	Buy	7,616 +19	+0.3%	+$1.45K	0.43%	46
2025 Q4	$562K	Buy	7,597 +687	+10%	+$50K	0.47%	38
2025 Q3	$497K	Buy	6,910 +737	+12%	+$51.3K	0.41%	43
2025 Q2	$414K	Buy	6,173 +982	+19%	+$61.5K	0.38%	48
2025 Q1	$318K	Buy	5,191 +418	+9%	+$26.5K	0.32%	51
2024 Q4	$298K	Buy	4,773 +838	+21%	+$53.6K	0.3%	54
2024 Q3	$250K	Buy	3,935 +1	+0%	+$61	0.26%	62
2024 Q2	$234K	Buy	+3,934	New	+$231K	0.28%	60

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

Boyce & Associates Wealth Consulting's DFAW Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Dimensional World Equity ETF (DFAW) stake by 0.63% in Q2 2026, buying an estimated $3.87K and bringing the position to 7,664 shares worth $634K. The position accounts for 0.44% of the portfolio, ranked #46.

Boyce & Associates Wealth Consulting first reported a position in DFAW in Q2 2024 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Boyce & Associates Wealth Consulting held 7,664 shares of Dimensional World Equity ETF worth $634K as of Q2 2026.
Boyce & Associates Wealth Consulting bought 48 Dimensional World Equity ETF shares in Q2 2026, an estimated $3.87K.
Dimensional World Equity ETF made up 0.44% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #46 holding.
Boyce & Associates Wealth Consulting first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 9 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.