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

Evanson 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 Q1	$7.04M	Buy	95,363 +10,644	+13%	+$810K	0.38%	37
2025 Q4	$6.27M	Buy	84,719 +13,244	+19%	+$964K	0.34%	39
2025 Q3	$5.14M	Buy	71,475 +8,950	+14%	+$623K	0.29%	41
2025 Q2	$4.19M	Buy	62,525 +4,429	+8%	+$277K	0.26%	46
2025 Q1	$3.56M	Buy	58,096 +12,093	+26%	+$766K	0.25%	48
2024 Q4	$2.87M	Buy	46,003 +12,854	+39%	+$822K	0.2%	55
2024 Q3	$2.1M	Buy	33,149 +12,227	+58%	+$746K	0.15%	77
2024 Q2	$1.25M	Buy	20,922 +10,778	+106%	+$632K	0.09%	102
2024 Q1	$600K	Buy	+10,144	New	+$570K	0.04%	158

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $214M AUM 13.52% 1-Year Est. Return

Evanson Asset Management's DFAW Position: Q1 2026 in Review

Evanson Asset Management increased its Dimensional World Equity ETF (DFAW) stake by 13% in Q1 2026, buying an estimated $810K and bringing the position to 95,363 shares worth $7.04M. The position accounts for 0.38% of the portfolio, ranked #37.

Evanson Asset Management first reported a position in DFAW in Q1 2024 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Evanson Asset Management held 95,363 shares of Dimensional World Equity ETF worth $7.04M as of Q1 2026.
Evanson Asset Management bought 10,644 Dimensional World Equity ETF shares in Q1 2026, an estimated $810K.
Dimensional World Equity ETF made up 0.38% of Evanson Asset Management's portfolio in Q1 2026, its #37 holding.
Evanson Asset Management first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 9 quarters since.
204 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.