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 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 $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

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

BWIA

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

Farther Finance Advisors's DFAW Position: Q2 2026 in Review

Farther Finance Advisors increased its Dimensional World Equity ETF (DFAW) stake by 1.2% in Q2 2026, buying an estimated $353K and bringing the position to 366,544 shares worth $30.3M. The position accounts for 0.24% of the portfolio, ranked #78.

Farther Finance Advisors first reported a position in DFAW in Q2 2024 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Farther Finance Advisors held 366,544 shares of Dimensional World Equity ETF worth $30.3M as of Q2 2026.
Farther Finance Advisors bought 4,373 Dimensional World Equity ETF shares in Q2 2026, an estimated $353K.
Dimensional World Equity ETF made up 0.24% of Farther Finance Advisors's portfolio in Q2 2026, its #78 holding.
Farther Finance Advisors first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 9 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.