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 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 $777M AUM 13.71% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $743M AUM 17.45% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return

Envision Financial Planning's DFAW Position: Q1 2026 in Review

Envision Financial Planning increased its Dimensional World Equity ETF (DFAW) stake by 111% in Q1 2026, buying an estimated $894K and bringing the position to 22,324 shares worth $1.65M. The position accounts for 0.6% of the portfolio, ranked #24.

Envision Financial Planning first reported a position in DFAW in Q3 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Envision Financial Planning held 22,324 shares of Dimensional World Equity ETF worth $1.65M as of Q1 2026.
Envision Financial Planning bought 11,742 Dimensional World Equity ETF shares in Q1 2026, an estimated $894K.
Dimensional World Equity ETF made up 0.6% of Envision Financial Planning's portfolio in Q1 2026, its #24 holding.
Envision Financial Planning first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 7 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.