FWM
DFAW icon

FMB Wealth Management’s Dimensional World Equity ETF DFAW Stock Holding History

FMB Wealth Management’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 		$905K Buy
12,262
+973
+9% +$74.1K 0.37% 36
2025
Q4 		$835K Buy
11,289
+800
+8% +$58.2K 0.33% 45
2025
Q3 		$754K Buy
10,489
+3,958
+61% +$275K 0.32% 44
2025
Q2 		$438K Buy
6,531
+1,400
+27% +$87.6K 0.21% 50
2025
Q1 		$314K Buy
5,131
+574
+13% +$36.3K 0.17% 54
2024
Q4 		$285K Buy
+4,557
New +$291K 0.16% 56

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
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
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
PL
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

FMB Wealth Management's DFAW Position: Q1 2026 in Review

FMB Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 8.6% in Q1 2026, buying an estimated $74.1K and bringing the position to 12,262 shares worth $905K. The position accounts for 0.37% of the portfolio, ranked #36.

FMB Wealth Management first reported a position in DFAW in Q4 2024 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • FMB Wealth Management held 12,262 shares of Dimensional World Equity ETF worth $905K as of Q1 2026.
  • FMB Wealth Management bought 973 Dimensional World Equity ETF shares in Q1 2026, an estimated $74.1K.
  • Dimensional World Equity ETF made up 0.37% of FMB Wealth Management's portfolio in Q1 2026, its #36 holding.
  • FMB Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.