Focus Partners Wealth
DFAW icon

Focus Partners Wealth’s Dimensional World Equity ETF DFAW Stock Holding History

Focus Partners Wealth’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 		$19.6M Buy
266,084
+233,413
+714% +$17.8M 0.02% 502
2025
Q4 		$2.42M Sell
32,671
-2,899
-8% -$211K ﹤0.01% 1242
2025
Q3 		$2.56M Buy
35,570
+182
+0.5% +$12.7K ﹤0.01% 943
2025
Q2 		$2.37M Buy
35,388
+12,274
+53% +$768K 0.01% 862
2025
Q1 		$1.42M Buy
23,114
+1,150
+5% +$72.8K ﹤0.01% 950
2024
Q4 		$1.37M Buy
21,964
+119
+0.5% +$7.61K ﹤0.01% 967
2024
Q3 		$1.39M Buy
+21,845
New +$1.33M ﹤0.01% 864

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

Focus Partners Wealth's DFAW Position: Q1 2026 in Review

Focus Partners Wealth increased its Dimensional World Equity ETF (DFAW) stake by 714% in Q1 2026, buying an estimated $17.8M and bringing the position to 266,084 shares worth $19.6M. The position accounts for 0.02% of the portfolio, ranked #502.

Focus Partners Wealth first reported a position in DFAW in Q3 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • Focus Partners Wealth held 266,084 shares of Dimensional World Equity ETF worth $19.6M as of Q1 2026.
  • Focus Partners Wealth bought 233,413 Dimensional World Equity ETF shares in Q1 2026, an estimated $17.8M.
  • Dimensional World Equity ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #502 holding.
  • Focus Partners Wealth first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.