Curio Wealth’s Dimensional World Equity ETF DFAW Stock Holding History

Curio Wealth’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	–	Sell	-1,265	Closed	-$93.3K	–	349
2026 Q1	$93.3K	Sell	1,265 -64	-5%	-$4.87K	0.03%	104
2025 Q4	$99.3K	Buy	1,329 +1	+0.1%	+$73	0.04%	103
2025 Q3	$95.4K	Buy	1,328 +1	+0.1%	+$70	0.04%	98
2025 Q2	$89K	Buy	1,327 +1,324	+44,133%	+$82.9K	0.04%	102
2025 Q1	$93.1K	Sell	3 -1,487	-100%	-$94.1K	0.05%	100
2024 Q4	$93.1K	Buy	+1,490	New	+$95.2K	0.05%	95

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

Curio Wealth's DFAW Position: Q2 2026 in Review

Curio Wealth sold out of Dimensional World Equity ETF (DFAW) in Q2 2026, closing a stake of 1,265 shares — an estimated $93.3K sold.

Curio Wealth first reported a position in DFAW in Q4 2024 and held it in 6 quarters. The position peaked at $99.3K in Q4 2025. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Curio Wealth reported no remaining Dimensional World Equity ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1,265 Dimensional World Equity ETF shares in Q2 2026, an estimated $93.3K.
Curio Wealth first reported a position in Dimensional World Equity ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's Dimensional World Equity ETF position peaked at $99.3K in Q4 2025.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.