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Cary Street Partners Investment Advisory’s Dimensional World Equity ETF DFAW Stock Holding History

Cary Street Partners Investment Advisory’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 		$47.4K Sell
573
-300
-34% -$24.2K 0.01% 594
2026
Q1 		$64.4K Buy
+873
New +$66.5K 0.02% 514

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
PL
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
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Cary Street Partners Investment Advisory's DFAW Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Dimensional World Equity ETF (DFAW) stake by 34% in Q2 2026, selling an estimated $24.2K and leaving 573 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #594.

Cary Street Partners Investment Advisory first reported a position in DFAW in Q1 2026 and has held it in 2 quarters since. The position peaked at $64.4K in Q1 2026. 161 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Cary Street Partners Investment Advisory held 573 shares of Dimensional World Equity ETF worth $47.4K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 300 Dimensional World Equity ETF shares in Q2 2026, an estimated $24.2K.
  • Dimensional World Equity ETF made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #594 holding.
  • Cary Street Partners Investment Advisory first reported a position in Dimensional World Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Cary Street Partners Investment Advisory's Dimensional World Equity ETF position peaked at $64.4K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.