Envestnet Asset Management’s Dimensional World Equity ETF DFAW Stock Holding History

Envestnet Asset 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	$681K	Sell	8,228 -274	-3%	-$22.1K	﹤0.01%	3874
2026 Q1	$627K	Buy	8,502 +3,169	+59%	+$241K	﹤0.01%	3762
2025 Q4	$395K	Sell	5,333 -3,835	-42%	-$279K	﹤0.01%	3860
2025 Q3	$659K	Buy	9,168 +2,256	+33%	+$157K	﹤0.01%	3573
2025 Q2	$464K	Buy	6,912 +1,220	+21%	+$76.4K	﹤0.01%	3748
2025 Q1	$349K	Buy	5,692 +817	+17%	+$51.7K	﹤0.01%	3831
2024 Q4	$304K	Sell	4,875 -438	-8%	-$28K	﹤0.01%	3891
2024 Q3	$337K	Buy	5,313 +1,625	+44%	+$99.2K	﹤0.01%	3754
2024 Q2	$220K	Buy	3,688 +7	+0.2%	+$410	﹤0.01%	3875
2024 Q1	$218K	Buy	+3,681	New	+$207K	﹤0.01%	3902

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management's DFAW Position: Q2 2026 in Review

Envestnet Asset Management reduced its Dimensional World Equity ETF (DFAW) stake by 3.2% in Q2 2026, selling an estimated $22.1K and leaving 8,228 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #3874.

Envestnet Asset Management first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Envestnet Asset Management held 8,228 shares of Dimensional World Equity ETF worth $681K as of Q2 2026.
Envestnet Asset Management sold 274 Dimensional World Equity ETF shares in Q2 2026, an estimated $22.1K.
Dimensional World Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3874 holding.
Envestnet Asset Management first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.