CX Institutional
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CX Institutional’s Dimensional World Equity ETF DFAW Stock Holding History

CX Institutional’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
Q3 		$34K Sell
416
-2,454
-86% -$206K ﹤0.01% 1094
2026
Q2 		$238K Buy
+2,870
New +$232K 0.01% 702

Other funds holding DFAW

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Builder Investment Group
Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return

CX Institutional's DFAW Position: Q3 2026 in Review

CX Institutional reduced its Dimensional World Equity ETF (DFAW) stake by 86% in Q3 2026, selling an estimated $206K and leaving 416 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

CX Institutional first reported a position in DFAW in Q2 2026 and has held it in 2 quarters since. The position peaked at $238K in Q2 2026. 66 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

  • CX Institutional held 416 shares of Dimensional World Equity ETF worth $34K as of Q3 2026.
  • CX Institutional sold 2,454 Dimensional World Equity ETF shares in Q3 2026, an estimated $206K.
  • Dimensional World Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1094 holding.
  • CX Institutional first reported a position in Dimensional World Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Dimensional World Equity ETF position peaked at $238K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.