C.M. Bidwell & Associates’s Dimensional World Equity ETF DFAW Stock Holding History

C.M. Bidwell & Associates’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	$246K	Buy	2,966 +267	+10%	+$21.5K	0.1%	132
2026 Q1	$199K	Buy	2,699 +46	+2%	+$3.5K	0.09%	138
2025 Q4	$196K	Hold	2,653	–	–	0.09%	136
2025 Q3	$191K	Hold	2,653	–	–	0.09%	133
2025 Q2	$178K	Hold	2,653	–	–	0.09%	137
2025 Q1	$163K	Hold	2,653	–	–	0.1%	139
2024 Q4	$166K	Hold	2,653	–	–	0.1%	142
2024 Q3	$168K	Hold	2,653	–	–	0.1%	138
2024 Q2	$158K	Buy	+2,653	New	+$156K	0.11%	139

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

C.M. Bidwell & Associates's DFAW Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its Dimensional World Equity ETF (DFAW) stake by 9.9% in Q2 2026, buying an estimated $21.5K and bringing the position to 2,966 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #132.

C.M. Bidwell & Associates 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.

C.M. Bidwell & Associates held 2,966 shares of Dimensional World Equity ETF worth $246K as of Q2 2026.
C.M. Bidwell & Associates bought 267 Dimensional World Equity ETF shares in Q2 2026, an estimated $21.5K.
Dimensional World Equity ETF made up 0.1% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #132 holding.
C.M. Bidwell & Associates 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 C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.