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Forum Financial Management’s Dimensional World Equity ETF DFAW Stock Holding History

Forum Financial 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 		$276K Buy
3,328
+249
+8% +$20.1K ﹤0.01% 284
2026
Q1 		$227K Buy
+3,079
New +$234K ﹤0.01% 292

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

Forum Financial Management's DFAW Position: Q2 2026 in Review

Forum Financial Management increased its Dimensional World Equity ETF (DFAW) stake by 8.1% in Q2 2026, buying an estimated $20.1K and bringing the position to 3,328 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Forum Financial Management first reported a position in DFAW in Q1 2026 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Forum Financial Management held 3,328 shares of Dimensional World Equity ETF worth $276K as of Q2 2026.
  • Forum Financial Management bought 249 Dimensional World Equity ETF shares in Q2 2026, an estimated $20.1K.
  • Dimensional World Equity ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #284 holding.
  • Forum Financial Management first reported a position in Dimensional World Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.