First Pacific Financial
DFAW icon

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
Q3 		$79.3M Buy
963,004
+28,503
+3% +$2.4M 8.11% 3
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

Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Builder Investment Group
Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return

First Pacific Financial's DFAW Position: Q3 2026 in Review

First Pacific Financial increased its Dimensional World Equity ETF (DFAW) stake by 3.1% in Q3 2026, buying an estimated $2.4M and bringing the position to 963,004 shares worth $79.3M. The position accounts for 8.11% of the portfolio, ranked #3.

First Pacific Financial first reported a position in DFAW in Q4 2023 and has held it in 12 quarters since. 70 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

  • First Pacific Financial held 963,004 shares of Dimensional World Equity ETF worth $79.3M as of Q3 2026.
  • First Pacific Financial bought 28,503 Dimensional World Equity ETF shares in Q3 2026, an estimated $2.4M.
  • Dimensional World Equity ETF made up 8.11% of First Pacific Financial's portfolio in Q3 2026, its #3 holding.
  • First Pacific Financial first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 70 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.