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Foundry Financial’s Dimensional World Equity ETF DFAW Stock Holding History

Foundry Financial’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 		– Sell
-6,359
Closed -$470K – 74
2025
Q4 		$470K Buy
+6,359
New +$463K 0.25% 53

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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $809M AUM 21.71% 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 $251M AUM 20.71% 1-Year Est. Return

Foundry Financial's DFAW Position: Q1 2026 in Review

Foundry Financial sold out of Dimensional World Equity ETF (DFAW) in Q1 2026, closing a stake of 6,359 shares — an estimated $470K sold.

Foundry Financial first reported a position in DFAW in Q4 2025 and held it in 1 quarter. The position peaked at $470K in Q4 2025. 202 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • Foundry Financial reported no remaining Dimensional World Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Foundry Financial sold 6,359 Dimensional World Equity ETF shares in Q1 2026, an estimated $470K.
  • Foundry Financial first reported a position in Dimensional World Equity ETF in Q4 2025 and held it in 1 quarter.
  • Foundry Financial's Dimensional World Equity ETF position peaked at $470K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Foundry Financial's 13F filing for Q1 2026, filed 22 Apr 2026.