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Falcon Wealth Planning’s Dimensional World Equity ETF DFAW Stock Holding History

Falcon Wealth Planning’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 		$503K Sell
6,075
-3,630
-37% -$293K 0.03% 144
2026
Q1 		$716K Sell
9,705
-1,615
-14% -$123K 0.05% 106
2025
Q4 		$837K Sell
11,320
-467
-4% -$34K 0.07% 86
2025
Q3 		$847K Sell
11,787
-50
-0.4% -$3.48K 0.08% 81
2025
Q2 		$794K Buy
11,837
+437
+4% +$27.3K 0.08% 76
2025
Q1 		$699K Sell
11,400
-82
-0.7% -$5.19K 0.08% 79
2024
Q4 		$717K Buy
11,482
+4,517
+65% +$289K 0.08% 78
2024
Q3 		$442K Buy
+6,965
New +$425K 0.05% 99

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
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Falcon Wealth Planning's DFAW Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Dimensional World Equity ETF (DFAW) stake by 37% in Q2 2026, selling an estimated $293K and leaving 6,075 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #144.

Falcon Wealth Planning first reported a position in DFAW in Q3 2024 and has held it in 8 quarters since. The position peaked at $847K in Q3 2025. 74 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Falcon Wealth Planning held 6,075 shares of Dimensional World Equity ETF worth $503K as of Q2 2026.
  • Falcon Wealth Planning sold 3,630 Dimensional World Equity ETF shares in Q2 2026, an estimated $293K.
  • Dimensional World Equity ETF made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #144 holding.
  • Falcon Wealth Planning first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • Falcon Wealth Planning's Dimensional World Equity ETF position peaked at $847K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.