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 Q3	$18.6M	Sell	226,256 -15,108	-6%	-$1.27M	1.85%	17
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

DiNuzzo Private Wealth's DFAW Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional World Equity ETF (DFAW) stake by 6.3% in Q3 2026, selling an estimated $1.27M and leaving 226,256 shares worth $18.6M. The position accounts for 1.85% of the portfolio, ranked #17.

DiNuzzo Private Wealth first reported a position in DFAW in Q4 2023 and has held it in 12 quarters since. The position peaked at $20M in Q2 2026. 45 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

DiNuzzo Private Wealth held 226,256 shares of Dimensional World Equity ETF worth $18.6M as of Q3 2026.
DiNuzzo Private Wealth sold 15,108 Dimensional World Equity ETF shares in Q3 2026, an estimated $1.27M.
Dimensional World Equity ETF made up 1.85% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #17 holding.
DiNuzzo Private Wealth first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Dimensional World Equity ETF position peaked at $20M in Q2 2026.
45 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.