Envision Financial Planning’s Dimensional World Equity ETF DFAW Stock Holding History

Envision Financial Planning’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	$2M	Buy	24,101 +1,777	+8%	+$143K	0.65%	24
2026 Q1	$1.65M	Buy	22,324 +11,742	+111%	+$894K	0.6%	24
2025 Q4	$783K	Buy	10,582 +936	+10%	+$68.1K	0.3%	32
2025 Q3	$693K	Buy	9,646 +344	+4%	+$23.9K	0.29%	33
2025 Q2	$624K	Buy	9,302 +5,190	+126%	+$325K	0.29%	35
2025 Q1	$252K	Buy	4,112 +602	+17%	+$38.1K	0.13%	37
2024 Q4	$219K	Buy	3,510 +116	+3%	+$7.42K	0.11%	42
2024 Q3	$215K	Buy	+3,394	New	+$207K	0.11%	35

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

Envision Financial Planning's DFAW Position: Q2 2026 in Review

Envision Financial Planning increased its Dimensional World Equity ETF (DFAW) stake by 8% in Q2 2026, buying an estimated $143K and bringing the position to 24,101 shares worth $2M. The position accounts for 0.65% of the portfolio, ranked #24.

Envision Financial Planning first reported a position in DFAW in Q3 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Envision Financial Planning held 24,101 shares of Dimensional World Equity ETF worth $2M as of Q2 2026.
Envision Financial Planning bought 1,777 Dimensional World Equity ETF shares in Q2 2026, an estimated $143K.
Dimensional World Equity ETF made up 0.65% of Envision Financial Planning's portfolio in Q2 2026, its #24 holding.
Envision Financial Planning first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 8 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.