Concord Wealth Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Concord Wealth 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	$28.8K	Buy	+348	New	+$28.1K	﹤0.01%	439
2026 Q1	–	Sell	-609	Closed	-$45.1K	–	326
2025 Q4	$45.1K	Sell	609 -939	-61%	-$68.3K	0.01%	341
2025 Q3	$111K	Buy	1,548 +5	+0.3%	+$348	0.02%	249
2025 Q2	$103K	Buy	1,543 +9	+0.6%	+$563	0.02%	264
2025 Q1	$94K	Sell	1,534 -329	-18%	-$20.8K	0.02%	251
2024 Q4	$116K	Buy	1,863 +718	+63%	+$45.9K	0.02%	239
2024 Q3	$72.7K	Buy	1,145 +4	+0.4%	+$244	0.01%	290
2024 Q2	$67.9K	Buy	1,141 +6	+0.5%	+$352	0.01%	273
2024 Q1	$67.1K	Buy	1,135 +2	+0.2%	+$112	0.01%	315
2023 Q4	$62.2K	Buy	+1,133	New	+$57.8K	0.01%	327

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

Concord Wealth Partners's DFAW Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dimensional World Equity ETF (DFAW) in Q2 2026: 348 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DFAW as recently as Q4 2025.

Concord Wealth Partners first reported a position in DFAW in Q4 2023 and has held it in 10 quarters since. The position peaked at $116K in Q4 2024. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Concord Wealth Partners held 348 shares of Dimensional World Equity ETF worth $28.8K as of Q2 2026.
Dimensional World Equity ETF was a new Concord Wealth Partners position in Q2 2026.
Dimensional World Equity ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #439 holding.
Concord Wealth Partners first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 10 quarters since.
Concord Wealth Partners's Dimensional World Equity ETF position peaked at $116K in Q4 2024.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.