DPW
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DiNuzzo Private Wealth’s Dimensional World Equity ETF DFAW Stock Holding History

DiNuzzo Private 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 		$20M Buy
241,364
+8,224
+4% +$664K 1.98% 17
2026
Q1 		$17.2M Sell
233,140
-1,694
-0.7% -$129K 1.85% 18
2025
Q4 		$17.4M Sell
234,834
-8,747
-4% -$637K 1.89% 18
2025
Q3 		$17.1M Sell
243,581
-2,591
-1% -$180K 1.94% 18
2025
Q2 		$16.5M Sell
246,172
-7,049
-3% -$441K 1.96% 18
2025
Q1 		$15.5M Sell
253,221
-4,435
-2% -$281K 1.95% 18
2024
Q4 		$16.1M Sell
257,656
-10,770
-4% -$688K 2.04% 17
2024
Q3 		$17M Sell
268,426
-36,402
-12% -$2.22M 2.1% 16
2024
Q2 		$18.1M Sell
304,828
-10,865
-3% -$637K 2.45% 14
2024
Q1 		$18.7M Sell
315,693
-29,521
-9% -$1.66M 2.52% 14
2023
Q4 		$19M Buy
+345,214
New +$17.6M 2.69% 12

Other funds holding DFAW

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

DiNuzzo Private Wealth's DFAW Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Dimensional World Equity ETF (DFAW) stake by 3.5% in Q2 2026, buying an estimated $664K and bringing the position to 241,364 shares worth $20M. The position accounts for 1.98% of the portfolio, ranked #17.

DiNuzzo Private Wealth first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 45 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • DiNuzzo Private Wealth held 241,364 shares of Dimensional World Equity ETF worth $20M as of Q2 2026.
  • DiNuzzo Private Wealth bought 8,224 Dimensional World Equity ETF shares in Q2 2026, an estimated $664K.
  • Dimensional World Equity ETF made up 1.98% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #17 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 45 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.