EH
DFAW icon

Equitable Holdings’s Dimensional World Equity ETF DFAW Stock Holding History

Equitable Holdings’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 		$364K Sell
4,399
-530
-11% -$42.8K ﹤0.01% 1469
2026
Q1 		$365K Sell
4,929
-1,337
-21% -$102K ﹤0.01% 1378
2025
Q4 		$464K Buy
6,266
+2,934
+88% +$214K ﹤0.01% 1141
2025
Q3 		$239K Buy
+3,332
New +$232K ﹤0.01% 1370

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

Equitable Holdings's DFAW Position: Q2 2026 in Review

Equitable Holdings reduced its Dimensional World Equity ETF (DFAW) stake by 11% in Q2 2026, selling an estimated $42.8K and leaving 4,399 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Equitable Holdings first reported a position in DFAW in Q3 2025 and has held it in 4 quarters since. The position peaked at $464K in Q4 2025. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Equitable Holdings held 4,399 shares of Dimensional World Equity ETF worth $364K as of Q2 2026.
  • Equitable Holdings sold 530 Dimensional World Equity ETF shares in Q2 2026, an estimated $42.8K.
  • Dimensional World Equity ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1469 holding.
  • Equitable Holdings first reported a position in Dimensional World Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Equitable Holdings's Dimensional World Equity ETF position peaked at $464K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.