Fiduciary Financial Group’s Dimensional World Equity ETF DFAW Stock Holding History

Fiduciary Financial Group’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	$1.85M	Buy	22,327 +619	+3%	+$50K	0.21%	66
2026 Q1	$1.6M	Sell	21,708 -1,425	-6%	-$109K	0.21%	65
2025 Q4	$1.71M	Buy	23,133 +2,454	+12%	+$179K	0.24%	57
2025 Q3	$1.49M	Buy	20,679 +5,852	+39%	+$407K	0.23%	59
2025 Q2	$998K	Buy	14,827 +1,964	+15%	+$123K	0.18%	80
2025 Q1	$734K	Sell	12,863 -6,091	-32%	-$386K	0.16%	93
2024 Q4	$1.17M	Buy	18,954 +11,053	+140%	+$707K	0.26%	58
2024 Q3	$498K	Buy	7,901 +3,390	+75%	+$207K	0.11%	106
2024 Q2	$281K	Buy	+4,511	New	+$264K	0.07%	209

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

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

Fiduciary Financial Group's DFAW Position: Q2 2026 in Review

Fiduciary Financial Group increased its Dimensional World Equity ETF (DFAW) stake by 2.9% in Q2 2026, buying an estimated $50K and bringing the position to 22,327 shares worth $1.85M. The position accounts for 0.21% of the portfolio, ranked #66.

Fiduciary Financial Group 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.

Fiduciary Financial Group held 22,327 shares of Dimensional World Equity ETF worth $1.85M as of Q2 2026.
Fiduciary Financial Group bought 619 Dimensional World Equity ETF shares in Q2 2026, an estimated $50K.
Dimensional World Equity ETF made up 0.21% of Fiduciary Financial Group's portfolio in Q2 2026, its #66 holding.
Fiduciary Financial Group 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 Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.