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

Cary Street Partners’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	$1.11M	Buy	13,449 +1,292	+11%	+$104K	0.02%	473
2026 Q1	$897K	Sell	12,157 -2,923	-19%	-$223K	0.02%	460
2025 Q4	$1.12M	Buy	15,080 +1,454	+11%	+$106K	0.03%	416
2025 Q3	$979K	Buy	13,626 +2,572	+23%	+$179K	0.03%	424
2025 Q2	$741K	Buy	11,054 +3,607	+48%	+$226K	0.02%	464
2025 Q1	$456K	Buy	+7,447	New	+$471K	0.01%	559

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

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

Cary Street Partners increased its Dimensional World Equity ETF (DFAW) stake by 11% in Q2 2026, buying an estimated $104K and bringing the position to 13,449 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #473.

Cary Street Partners first reported a position in DFAW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q4 2025. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Cary Street Partners held 13,449 shares of Dimensional World Equity ETF worth $1.11M as of Q2 2026.
Cary Street Partners bought 1,292 Dimensional World Equity ETF shares in Q2 2026, an estimated $104K.
Dimensional World Equity ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #473 holding.
Cary Street Partners first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 6 quarters since.
Cary Street Partners's Dimensional World Equity ETF position peaked at $1.12M in Q4 2025.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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