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

IHT 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
Q1 		$1.56M Buy
21,105
+6,805
+48% +$518K 0.04% 445
2025
Q4 		$1.06M Buy
+14,300
New +$1.04M 0.03% 533

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 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 $89.9B AUM 20.5% 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

IHT Wealth Management's DFAW Position: Q1 2026 in Review

IHT Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 48% in Q1 2026, buying an estimated $518K and bringing the position to 21,105 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #445.

IHT Wealth Management first reported a position in DFAW in Q4 2025 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • IHT Wealth Management held 21,105 shares of Dimensional World Equity ETF worth $1.56M as of Q1 2026.
  • IHT Wealth Management bought 6,805 Dimensional World Equity ETF shares in Q1 2026, an estimated $518K.
  • Dimensional World Equity ETF made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #445 holding.
  • IHT Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.