CMP
DFAW icon

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
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 		$160 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 $777M AUM 13.71% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return