Highland Financial Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Highland Financial Advisors’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	$1.04M	Hold	12,587	–	–	0.23%	35
2026 Q1	$929K	Hold	12,587	–	–	0.25%	36
2025 Q4	$931K	Hold	12,587	–	–	0.26%	32
2025 Q3	$905K	Hold	12,587	–	–	0.26%	32
2025 Q2	$844K	Buy	+12,587	New	+$788K	0.27%	32

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

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Highland Financial Advisors's DFAW Position: Q2 2026 in Review

Highland Financial Advisors held its Dimensional World Equity ETF (DFAW) position steady in Q2 2026 at 12,587 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #35.

Highland Financial Advisors first reported a position in DFAW in Q2 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Highland Financial Advisors held 12,587 shares of Dimensional World Equity ETF worth $1.04M as of Q2 2026.
Highland Financial Advisors left its Dimensional World Equity ETF share count unchanged in Q2 2026.
Dimensional World Equity ETF made up 0.23% of Highland Financial Advisors's portfolio in Q2 2026, its #35 holding.
Highland Financial Advisors first reported a position in Dimensional World Equity ETF in Q2 2025 and has held it in 5 quarters since.
84 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.