FFG
DFAW icon

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

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return