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

Fonville 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 Q2	$337K	Buy	4,065 +24	+0.6%	+$1.94K	0.06%	115
2026 Q1	$298K	Hold	4,041	–	–	0.06%	106
2025 Q4	$299K	Buy	4,041 +214	+6%	+$15.6K	0.06%	106
2025 Q3	$275K	Buy	3,827 +15	+0.4%	+$1.04K	0.06%	109
2025 Q2	$256K	Buy	3,812 +10	+0.3%	+$626	0.06%	108
2025 Q1	$233K	Buy	3,802 +18	+0.5%	+$1.14K	0.07%	110
2024 Q4	$236K	Buy	+3,784	New	+$242K	0.08%	99

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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

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

Fonville Wealth Management's DFAW Position: Q2 2026 in Review

Fonville Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 0.59% in Q2 2026, buying an estimated $1.94K and bringing the position to 4,065 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #115.

Fonville Wealth Management first reported a position in DFAW in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Fonville Wealth Management held 4,065 shares of Dimensional World Equity ETF worth $337K as of Q2 2026.
Fonville Wealth Management bought 24 Dimensional World Equity ETF shares in Q2 2026, an estimated $1.94K.
Dimensional World Equity ETF made up 0.06% of Fonville Wealth Management's portfolio in Q2 2026, its #115 holding.
Fonville Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.