First Pacific Financial’s Dimensional World Equity ETF DFAW Stock Holding History

First Pacific Financial’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	$63.8M	Buy	865,248 +49,441	+6%	+$3.76M	8.22%	3
2025 Q4	$60.4M	Buy	815,807 +151,594	+23%	+$11M	7.88%	3
2025 Q3	$47.7M	Buy	664,213 +42,579	+7%	+$2.96M	6.63%	3
2025 Q2	$41.7M	Buy	621,634 +79,848	+15%	+$5M	6.15%	4
2025 Q1	$33.2M	Buy	541,786 +53,142	+11%	+$3.36M	6.74%	3
2024 Q4	$30.5M	Buy	488,644 +59,616	+14%	+$3.81M	7.1%	3
2024 Q3	$27.2M	Buy	429,028 +50,255	+13%	+$3.07M	6.37%	5
2024 Q2	$22.6M	Buy	378,773 +77,912	+26%	+$4.57M	5.79%	6
2024 Q1	$17.8M	Buy	300,861 +128,919	+75%	+$7.24M	4.97%	8
2023 Q4	$9.44M	Buy	+171,942	New	+$8.77M	2.88%	11

Other funds holding DFAW

WMN

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

AFA

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIS

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

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

DPW

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

APG

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

KSWWM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Pacific Financial's DFAW Position: Q1 2026 in Review

First Pacific Financial increased its Dimensional World Equity ETF (DFAW) stake by 6.1% in Q1 2026, buying an estimated $3.76M and bringing the position to 865,248 shares worth $63.8M. The position accounts for 8.22% of the portfolio, ranked #3.

First Pacific Financial first reported a position in DFAW in Q4 2023 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

First Pacific Financial held 865,248 shares of Dimensional World Equity ETF worth $63.8M as of Q1 2026.
First Pacific Financial bought 49,441 Dimensional World Equity ETF shares in Q1 2026, an estimated $3.76M.
Dimensional World Equity ETF made up 8.22% of First Pacific Financial's portfolio in Q1 2026, its #3 holding.
First Pacific Financial first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 10 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on First Pacific Financial's 13F filing for Q1 2026, filed 23 Apr 2026.