Commonwealth Equity Services’s Dimensional World Equity ETF DFAW Stock Holding History

Commonwealth Equity Services’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	$6.47M	Buy	78,153 +7,487	+11%	+$604K	0.01%	1225
2026 Q1	$5.21M	Buy	70,666 +3,754	+6%	+$286K	0.01%	1293
2025 Q4	$4.95M	Buy	66,912 +502	+0.8%	+$36.5K	0.01%	1329
2025 Q3	$4.77M	Buy	66,410 +4,981	+8%	+$346K	0.01%	1381
2025 Q2	$4.12M	Buy	61,429 +8,412	+16%	+$526K	0.01%	1457
2025 Q1	$3.25M	Buy	53,017 +3,577	+7%	+$226K	﹤0.01%	1581
2024 Q4	$3.09M	Buy	49,440 +2,022	+4%	+$129K	﹤0.01%	1566
2024 Q3	$3.01M	Buy	47,418 +2,894	+6%	+$177K	﹤0.01%	1565
2024 Q2	$2.65M	Buy	44,524 +8,135	+22%	+$477K	﹤0.01%	1600
2024 Q1	$2.15M	Buy	36,389 +21,469	+144%	+$1.21M	﹤0.01%	1734
2023 Q4	$819K	Buy	+14,920	New	+$761K	﹤0.01%	2311

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

Commonwealth Equity Services's DFAW Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional World Equity ETF (DFAW) stake by 11% in Q2 2026, buying an estimated $604K and bringing the position to 78,153 shares worth $6.47M. The position accounts for 0.01% of the portfolio, ranked #1225.

Commonwealth Equity Services first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Commonwealth Equity Services held 78,153 shares of Dimensional World Equity ETF worth $6.47M as of Q2 2026.
Commonwealth Equity Services bought 7,487 Dimensional World Equity ETF shares in Q2 2026, an estimated $604K.
Dimensional World Equity ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1225 holding.
Commonwealth Equity Services first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.