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WELLINGTON-ALTUS USA INC.’s Dimensional World Equity ETF DFAW Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$1.05M Sell
14,263
-2,826
-17% -$228K 0.75% 28
2026
Q1 		$1.41M Buy
17,089
+2,964
+21% +$226K 0.83% 24
2025
Q4 		$1.04M Buy
+14,125
New +$1.03M 0.77% 28

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

WELLINGTON-ALTUS USA INC.'s DFAW Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its Dimensional World Equity ETF (DFAW) stake by 17% in Q2 2026, selling an estimated $228K and leaving 14,263 shares worth $1.05M. The position accounts for 0.75% of the portfolio, ranked #28.

WELLINGTON-ALTUS USA INC. first reported a position in DFAW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q1 2026. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 14,263 shares of Dimensional World Equity ETF worth $1.05M as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 2,826 Dimensional World Equity ETF shares in Q2 2026, an estimated $228K.
  • Dimensional World Equity ETF made up 0.75% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #28 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Dimensional World Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Dimensional World Equity ETF position peaked at $1.41M in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.