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 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

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return