EverSource Wealth Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

EverSource Wealth Advisors’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	$690K	Sell	8,335 -106	-1%	-$8.55K	0.02%	447
2026 Q1	$623K	Sell	8,441 -56	-0.7%	-$4.26K	0.02%	517
2025 Q4	$629K	Buy	8,497 +328	+4%	+$23.9K	0.02%	463
2025 Q3	$587K	Buy	8,169 +70	+0.9%	+$4.87K	0.02%	442
2025 Q2	$543K	Sell	8,099 -52	-0.6%	-$3.25K	0.02%	424
2025 Q1	$500K	Buy	8,151 +739	+10%	+$46.8K	0.03%	383
2024 Q4	$463K	Buy	+7,412	New	+$474K	0.03%	391

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

EverSource Wealth Advisors's DFAW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dimensional World Equity ETF (DFAW) stake by 1.3% in Q2 2026, selling an estimated $8.55K and leaving 8,335 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #447.

EverSource Wealth Advisors first reported a position in DFAW in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

EverSource Wealth Advisors held 8,335 shares of Dimensional World Equity ETF worth $690K as of Q2 2026.
EverSource Wealth Advisors sold 106 Dimensional World Equity ETF shares in Q2 2026, an estimated $8.55K.
Dimensional World Equity ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #447 holding.
EverSource Wealth Advisors first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.