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Broadhurst Jeffrey B’s Dimensional World Equity ETF DFAW Stock Holding History

Broadhurst Jeffrey B’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 		– Sell
-3,126
Closed -$231K – 42
2025
Q4 		$231K Buy
+3,126
New +$227K 0.24% 39

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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
PL
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

Broadhurst Jeffrey B's DFAW Position: Q1 2026 in Review

Broadhurst Jeffrey B sold out of Dimensional World Equity ETF (DFAW) in Q1 2026, closing a stake of 3,126 shares — an estimated $231K sold.

Broadhurst Jeffrey B first reported a position in DFAW in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 204 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • Broadhurst Jeffrey B reported no remaining Dimensional World Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Broadhurst Jeffrey B sold 3,126 Dimensional World Equity ETF shares in Q1 2026, an estimated $231K.
  • Broadhurst Jeffrey B first reported a position in Dimensional World Equity ETF in Q4 2025 and held it in 1 quarter.
  • Broadhurst Jeffrey B's Dimensional World Equity ETF position peaked at $231K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q1 2026, filed 14 May 2026.