CPW
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Cogent Private Wealth’s Dimensional World Equity ETF DFAW Stock Holding History

Cogent Private Wealth’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 		– Sell
-20,606
Closed -$1.52M – 118
2026
Q1 		$1.52M Sell
20,606
-1,124
-5% -$85.6K 1.1% 24
2025
Q4 		$1.61M Buy
+21,730
New +$1.58M 1.22% 23

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 $14.2B AUM 18.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cogent Private Wealth's DFAW Position: Q2 2026 in Review

Cogent Private Wealth sold out of Dimensional World Equity ETF (DFAW) in Q2 2026, closing a stake of 20,606 shares — an estimated $1.52M sold.

Cogent Private Wealth first reported a position in DFAW in Q4 2025 and held it in 2 quarters. The position peaked at $1.61M in Q4 2025. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Cogent Private Wealth reported no remaining Dimensional World Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Cogent Private Wealth sold 20,606 Dimensional World Equity ETF shares in Q2 2026, an estimated $1.52M.
  • Cogent Private Wealth first reported a position in Dimensional World Equity ETF in Q4 2025 and held it in 2 quarters.
  • Cogent Private Wealth's Dimensional World Equity ETF position peaked at $1.61M in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.