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 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 $12.8B AUM 26.53% 1-Year Est. Return

SIS

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

APG

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KSWWM

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

DecisionPoint Financial's DFAW Position: Q1 2026 in Review

DecisionPoint Financial increased its Dimensional World Equity ETF (DFAW) stake by 15% in Q1 2026, buying an estimated $83.9K and bringing the position to 8,292 shares worth $612K. The position accounts for 0.13% of the portfolio, ranked #33.

DecisionPoint Financial first reported a position in DFAW in Q1 2024 and has held it in 9 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

DecisionPoint Financial held 8,292 shares of Dimensional World Equity ETF worth $612K as of Q1 2026.
DecisionPoint Financial bought 1,102 Dimensional World Equity ETF shares in Q1 2026, an estimated $83.9K.
Dimensional World Equity ETF made up 0.13% of DecisionPoint Financial's portfolio in Q1 2026, its #33 holding.
DecisionPoint Financial first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 9 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.