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

HFG 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	$8.61M	Sell	103,945 -29,951	-22%	-$2.42M	8.65%	1
2026 Q1	$9.88M	Sell	133,896 -1,446	-1%	-$110K	5.44%	7
2025 Q4	$10M	Buy	135,342 +2,765	+2%	+$201K	5.52%	7
2025 Q3	$9.53M	Buy	132,577 +13,374	+11%	+$930K	5.18%	8
2025 Q2	$7.3M	Sell	119,203 -11,910	-9%	-$745K	4.45%	8
2025 Q1	$8.19M	Sell	131,113 -9,855	-7%	-$624K	4.96%	7
2024 Q4	$8.95M	Sell	140,968 -9,746	-6%	-$623K	5.8%	7
2024 Q3	$8.97M	Hold	150,714	–	–	5.72%	5
2024 Q2	$8.97M	Sell	150,714 -18,444	-11%	-$1.08M	5.72%	5
2024 Q1	$10M	Buy	169,158 +8,832	+6%	+$496K	5.89%	8
2023 Q4	$8.8M	Buy	+160,326	New	+$8.18M	2.16%	13

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

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

HFG Wealth Management reduced its Dimensional World Equity ETF (DFAW) stake by 22% in Q2 2026, selling an estimated $2.42M and leaving 103,945 shares worth $8.61M. The position accounts for 8.65% of the portfolio, ranked #1.

HFG Wealth Management first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. The position peaked at $10M in Q4 2025. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

HFG Wealth Management held 103,945 shares of Dimensional World Equity ETF worth $8.61M as of Q2 2026.
HFG Wealth Management sold 29,951 Dimensional World Equity ETF shares in Q2 2026, an estimated $2.42M.
Dimensional World Equity ETF made up 8.65% of HFG Wealth Management's portfolio in Q2 2026, its #1 holding.
HFG Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
HFG Wealth Management's Dimensional World Equity ETF position peaked at $10M in Q4 2025.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.