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 Q2	$238K	Buy	+2,870	New	+$232K	0.01%	702

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

CX Institutional's DFAW Position: Q2 2026 in Review

CX Institutional opened a new position in Dimensional World Equity ETF (DFAW) in Q2 2026: 2,870 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #702 among its holdings.

60 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

CX Institutional held 2,870 shares of Dimensional World Equity ETF worth $238K as of Q2 2026.
Dimensional World Equity ETF was a new CX Institutional position in Q2 2026.
Dimensional World Equity ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #702 holding.
60 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.