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Evanson Financial’s Dimensional World Equity ETF DFAW Stock Holding History

Evanson Financial’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 		$8.43M Buy
+101,769
New +$8.21M 0.41% 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
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

Evanson Financial's DFAW Position: Q2 2026 in Review

Evanson Financial opened a new position in Dimensional World Equity ETF (DFAW) in Q2 2026: 101,769 shares worth $8.43M. The stake represents 0.41% of the portfolio and ranks #35 among its holdings.

212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Evanson Financial held 101,769 shares of Dimensional World Equity ETF worth $8.43M as of Q2 2026.
  • Dimensional World Equity ETF was a new Evanson Financial position in Q2 2026.
  • Dimensional World Equity ETF made up 0.41% of Evanson Financial's portfolio in Q2 2026, its #35 holding.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.