Creative Planning’s Dimensional World Equity ETF DFAW Stock Holding History

Creative Planning’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	$447K	Sell	5,402 -563	-9%	-$45.4K	﹤0.01%	3272
2026 Q1	$440K	Buy	5,965 +564	+10%	+$42.9K	﹤0.01%	3123
2025 Q4	$400K	Sell	5,401 -212	-4%	-$15.4K	﹤0.01%	3032
2025 Q3	$403K	Buy	5,613 +451	+9%	+$31.4K	﹤0.01%	2914
2025 Q2	$346K	Buy	+5,162	New	+$323K	﹤0.01%	2777

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

Creative Planning's DFAW Position: Q2 2026 in Review

Creative Planning reduced its Dimensional World Equity ETF (DFAW) stake by 9.4% in Q2 2026, selling an estimated $45.4K and leaving 5,402 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #3272.

Creative Planning first reported a position in DFAW in Q2 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Creative Planning held 5,402 shares of Dimensional World Equity ETF worth $447K as of Q2 2026.
Creative Planning sold 563 Dimensional World Equity ETF shares in Q2 2026, an estimated $45.4K.
Dimensional World Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3272 holding.
Creative Planning first reported a position in Dimensional World Equity ETF in Q2 2025 and has held it in 5 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.