Bryant Woods Investment Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Bryant Woods Investment Advisors’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	$14.5M	Buy	175,702 +6,872	+4%	+$555K	4.05%	5
2026 Q1	$12.5M	Buy	168,830 +10,090	+6%	+$768K	4.58%	5
2025 Q4	$11.7M	Sell	158,740 -818	-0.5%	-$59.5K	4.55%	5
2025 Q3	$11.5M	Buy	159,558 +4,551	+3%	+$317K	4.48%	5
2025 Q2	$10.4M	Buy	155,007 +10,931	+8%	+$684K	4.49%	5
2025 Q1	$8.83M	Buy	144,076 +22,106	+18%	+$1.4M	4.25%	6
2024 Q4	$7.62M	Buy	121,970 +10,188	+9%	+$651K	3.69%	8
2024 Q3	$7.09M	Buy	+111,782	New	+$6.82M	3.61%	8
2024 Q2	–	Sell	-89,391	Closed	-$5.29M	–	44
2024 Q1	$5.29M	Buy	89,391 +76,451	+591%	+$4.29M	3.12%	9
2023 Q4	$711K	Buy	+12,940	New	+$660K	0.45%	24

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KSWWM

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

Bryant Woods Investment Advisors's DFAW Position: Q2 2026 in Review

Bryant Woods Investment Advisors increased its Dimensional World Equity ETF (DFAW) stake by 4.1% in Q2 2026, buying an estimated $555K and bringing the position to 175,702 shares worth $14.5M. The position accounts for 4.05% of the portfolio, ranked #5.

Bryant Woods Investment Advisors first reported a position in DFAW in Q4 2023 and has held it in 10 quarters since. 69 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Bryant Woods Investment Advisors held 175,702 shares of Dimensional World Equity ETF worth $14.5M as of Q2 2026.
Bryant Woods Investment Advisors bought 6,872 Dimensional World Equity ETF shares in Q2 2026, an estimated $555K.
Dimensional World Equity ETF made up 4.05% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #5 holding.
Bryant Woods Investment Advisors first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 10 quarters since.
69 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.