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Dynamic Advisor Solutions’s Dimensional World Equity ETF DFAW Stock Holding History

Dynamic Advisor Solutions’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
2025
Q4 		– Sell
-2,852
Closed -$205K – 949
2025
Q3 		$205K Buy
+2,852
New +$198K 0.01% 895

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 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
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
MWM
McMill Wealth Management Norfolk, Nebraska $376M AUM 14.46% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $516M AUM 36.09% 1-Year Est. Return

Dynamic Advisor Solutions's DFAW Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Dimensional World Equity ETF (DFAW) in Q4 2025, closing a stake of 2,852 shares — an estimated $205K sold.

Dynamic Advisor Solutions first reported a position in DFAW in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 189 funds tracked by Wall St. Rank hold DFAW as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Dimensional World Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,852 Dimensional World Equity ETF shares in Q4 2025, an estimated $205K.
  • Dynamic Advisor Solutions first reported a position in Dimensional World Equity ETF in Q3 2025 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Dimensional World Equity ETF position peaked at $205K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.