FPF
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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
Q2 		$77.4M Buy
934,501
+69,253
+8% +$5.59M 9.22% 3
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 $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
PL
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
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

First Pacific Financial's DFAW Position: Q2 2026 in Review

First Pacific Financial increased its Dimensional World Equity ETF (DFAW) stake by 8% in Q2 2026, buying an estimated $5.59M and bringing the position to 934,501 shares worth $77.4M. The position accounts for 9.22% of the portfolio, ranked #3.

First Pacific Financial first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • First Pacific Financial held 934,501 shares of Dimensional World Equity ETF worth $77.4M as of Q2 2026.
  • First Pacific Financial bought 69,253 Dimensional World Equity ETF shares in Q2 2026, an estimated $5.59M.
  • Dimensional World Equity ETF made up 9.22% of First Pacific Financial's portfolio in Q2 2026, its #3 holding.
  • First Pacific Financial first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.