Cambridge Investment Research Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Cambridge Investment Research 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	$1.18M	Buy	14,284 +2,648	+23%	+$214K	﹤0.01%	2146
2026 Q1	$859K	Buy	11,636 +4,220	+57%	+$321K	﹤0.01%	2310
2025 Q4	$549K	Buy	7,416 +4,145	+127%	+$302K	﹤0.01%	2631
2025 Q3	$235K	Buy	+3,271	New	+$228K	﹤0.01%	3345
2025 Q2	–	Sell	-6,618	Closed	-$406K	–	3658
2025 Q1	$406K	Buy	+6,618	New	+$419K	﹤0.01%	2627
2024 Q4	–	Sell	-4,313	Closed	-$274K	–	3497
2024 Q3	$274K	Sell	4,313 -1,207	-22%	-$73.7K	﹤0.01%	2895
2024 Q2	$329K	Sell	5,520 -376	-6%	-$22K	﹤0.01%	2628
2024 Q1	$349K	Buy	5,896 +65	+1%	+$3.65K	﹤0.01%	2580
2023 Q4	$320K	Buy	+5,831	New	+$297K	﹤0.01%	2544

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

Cambridge Investment Research Advisors's DFAW Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Dimensional World Equity ETF (DFAW) stake by 23% in Q2 2026, buying an estimated $214K and bringing the position to 14,284 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Cambridge Investment Research Advisors first reported a position in DFAW in Q4 2023 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Cambridge Investment Research Advisors held 14,284 shares of Dimensional World Equity ETF worth $1.18M as of Q2 2026.
Cambridge Investment Research Advisors bought 2,648 Dimensional World Equity ETF shares in Q2 2026, an estimated $214K.
Dimensional World Equity ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2146 holding.
Cambridge Investment Research Advisors first reported a position in Dimensional World Equity ETF in Q4 2023 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 Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.