Empirical Wealth Management’s Dimensional World Equity ETF DFAW Stock Holding History

Empirical Wealth Management’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	$341K	Buy	4,118 +322	+8%	+$26K	0.01%	830
2026 Q1	$280K	Buy	3,796 +785	+26%	+$59.8K	﹤0.01%	820
2025 Q4	$223K	Buy	3,011 +163	+6%	+$11.9K	﹤0.01%	818
2025 Q3	$205K	Buy	+2,848	New	+$198K	﹤0.01%	755

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

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

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

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Empirical Wealth Management's DFAW Position: Q2 2026 in Review

Empirical Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 8.5% in Q2 2026, buying an estimated $26K and bringing the position to 4,118 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #830.

Empirical Wealth Management first reported a position in DFAW in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Empirical Wealth Management held 4,118 shares of Dimensional World Equity ETF worth $341K as of Q2 2026.
Empirical Wealth Management bought 322 Dimensional World Equity ETF shares in Q2 2026, an estimated $26K.
Dimensional World Equity ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #830 holding.
Empirical Wealth Management first reported a position in Dimensional World Equity ETF in Q3 2025 and has held it in 4 quarters since.
103 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.