Farther Finance Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Farther Finance 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 Q3	$32.1M	Buy	390,407 +23,863	+7%	+$2.01M	0.23%	77
2026 Q2	$30.3M	Buy	366,544 +4,373	+1%	+$353K	0.24%	78
2026 Q1	$26.9M	Buy	362,171 +13,857	+4%	+$1.06M	0.25%	80
2025 Q4	$25.8M	Buy	348,314 +347,010	+26,611%	+$25.3M	0.28%	71
2025 Q3	$93.7K	Sell	1,304 -62	-5%	-$4.31K	﹤0.01%	2071
2025 Q2	$91.7K	Sell	1,366 -344	-20%	-$21.5K	﹤0.01%	1803
2025 Q1	$105K	Sell	1,710 -210	-11%	-$13.3K	﹤0.01%	1519
2024 Q4	$120K	Buy	1,920 +573	+43%	+$36.6K	﹤0.01%	1228
2024 Q3	$85.5K	Buy	1,347 +297	+28%	+$18.1K	﹤0.01%	1378
2024 Q2	$62.5K	Buy	+1,050	New	+$61.6K	﹤0.01%	1322

Other funds holding DFAW

FPF

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

SHFA

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Farther Finance Advisors's DFAW Position: Q3 2026 in Review

Farther Finance Advisors increased its Dimensional World Equity ETF (DFAW) stake by 6.5% in Q3 2026, buying an estimated $2.01M and bringing the position to 390,407 shares worth $32.1M. The position accounts for 0.23% of the portfolio, ranked #77.

Farther Finance Advisors first reported a position in DFAW in Q2 2024 and has held it in 10 quarters since. 29 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

Farther Finance Advisors held 390,407 shares of Dimensional World Equity ETF worth $32.1M as of Q3 2026.
Farther Finance Advisors bought 23,863 Dimensional World Equity ETF shares in Q3 2026, an estimated $2.01M.
Dimensional World Equity ETF made up 0.23% of Farther Finance Advisors's portfolio in Q3 2026, its #77 holding.
Farther Finance Advisors first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 10 quarters since.
29 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.