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 Q2	$2.93M	Sell	35,437 -230,647	-87%	-$18.6M	﹤0.01%	1183
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Wealth's DFAW Position: Q2 2026 in Review

Focus Partners Wealth reduced its Dimensional World Equity ETF (DFAW) stake by 87% in Q2 2026, selling an estimated $18.6M and leaving 35,437 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Focus Partners Wealth first reported a position in DFAW in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.6M in Q1 2026. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Focus Partners Wealth held 35,437 shares of Dimensional World Equity ETF worth $2.93M as of Q2 2026.
Focus Partners Wealth sold 230,647 Dimensional World Equity ETF shares in Q2 2026, an estimated $18.6M.
Dimensional World Equity ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1183 holding.
Focus Partners Wealth first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Dimensional World Equity ETF position peaked at $19.6M in Q1 2026.
214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.