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DecisionPoint Financial’s Dimensional World Equity ETF DFAW Stock Holding History

DecisionPoint Financial’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 		$659K Sell
7,980
-312
-4% -$25.2K 0.12% 34
2026
Q1 		$612K Buy
8,292
+1,102
+15% +$83.9K 0.13% 33
2025
Q4 		$532K Buy
7,190
+490
+7% +$35.7K 0.12% 34
2025
Q3 		$483K Sell
6,700
-32
-0.5% -$2.23K 0.11% 35
2025
Q2 		$453K Buy
6,732
+802
+14% +$50.2K 0.12% 35
2025
Q1 		$363K Buy
5,930
+441
+8% +$27.9K 0.11% 34
2024
Q4 		$343K Buy
5,489
+383
+8% +$24.5K 0.1% 32
2024
Q3 		$324K Buy
5,106
+80
+2% +$4.88K 0.1% 32
2024
Q2 		$309K Buy
5,026
+3,659
+268% +$215K 0.1% 33
2024
Q1 		$78.6K Buy
+1,367
New +$76.8K 0.03% 61

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 $14.2B AUM 18.33% 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
PL
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DecisionPoint Financial's DFAW Position: Q2 2026 in Review

DecisionPoint Financial reduced its Dimensional World Equity ETF (DFAW) stake by 3.8% in Q2 2026, selling an estimated $25.2K and leaving 7,980 shares worth $659K. The position accounts for 0.12% of the portfolio, ranked #34.

DecisionPoint Financial first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • DecisionPoint Financial held 7,980 shares of Dimensional World Equity ETF worth $659K as of Q2 2026.
  • DecisionPoint Financial sold 312 Dimensional World Equity ETF shares in Q2 2026, an estimated $25.2K.
  • Dimensional World Equity ETF made up 0.12% of DecisionPoint Financial's portfolio in Q2 2026, its #34 holding.
  • DecisionPoint Financial first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.