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Coston McIsaac & Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Coston McIsaac & 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 		$305K Buy
3,703
+832
+29% +$67.1K 0.06% 125
2026
Q1 		$211K Sell
2,871
-126
-4% -$9.59K 0.05% 147
2025
Q4 		$221K Buy
2,997
+302
+11% +$22K 0.05% 141
2025
Q3 		$192K Sell
2,695
-103
-4% -$7.17K 0.05% 146
2025
Q2 		$187K Buy
2,798
+112
+4% +$7.01K 0.05% 143
2025
Q1 		$164K Sell
2,686
-32
-1% -$2.03K 0.05% 138
2024
Q4 		$169K Buy
2,718
+184
+7% +$11.8K 0.05% 135
2024
Q3 		$160K Buy
2,534
+243
+11% +$14.8K 0.05% 140
2024
Q2 		$136K Buy
2,291
+1,877
+453% +$110K 0.04% 145
2024
Q1 		$24K Buy
+414
New +$23.3K 0.01% 368

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

Coston McIsaac & Partners's DFAW Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional World Equity ETF (DFAW) stake by 29% in Q2 2026, buying an estimated $67.1K and bringing the position to 3,703 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #125.

Coston McIsaac & Partners first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Coston McIsaac & Partners held 3,703 shares of Dimensional World Equity ETF worth $305K as of Q2 2026.
  • Coston McIsaac & Partners bought 832 Dimensional World Equity ETF shares in Q2 2026, an estimated $67.1K.
  • Dimensional World Equity ETF made up 0.06% of Coston McIsaac & Partners's portfolio in Q2 2026, its #125 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.