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 Q2	$1.92M	Buy	23,133 +2,028	+10%	+$164K	0.04%	409
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

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

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

IHT Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 9.6% in Q2 2026, buying an estimated $164K and bringing the position to 23,133 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #409.

IHT Wealth Management first reported a position in DFAW in Q4 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

IHT Wealth Management held 23,133 shares of Dimensional World Equity ETF worth $1.92M as of Q2 2026.
IHT Wealth Management bought 2,028 Dimensional World Equity ETF shares in Q2 2026, an estimated $164K.
Dimensional World Equity ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #409 holding.
IHT Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2025 and has held it in 3 quarters since.
214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.