Investment Advisory Group’s Dimensional World Equity ETF DFAW Stock Holding History

Investment Advisory Group’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	$308K	Buy	4,174 +1	+0%	+$76	0.08%	146
2025 Q4	$309K	Buy	4,173 +1	+0%	+$73	0.08%	147
2025 Q3	$300K	Buy	4,172 +31	+0.7%	+$2.16K	0.08%	141
2025 Q2	$278K	Buy	4,141 +1	+0%	+$63	0.08%	142
2025 Q1	$254K	Sell	4,140 -962	-19%	-$60.9K	0.08%	142
2024 Q4	$319K	Buy	5,102 +78	+2%	+$4.99K	0.11%	122
2024 Q3	$319K	Buy	5,024 +1	+0%	+$61	0.11%	124
2024 Q2	$299K	Buy	+5,023	New	+$294K	0.12%	122

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 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

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

Investment Advisory Group's DFAW Position: Q1 2026 in Review

Investment Advisory Group increased its Dimensional World Equity ETF (DFAW) stake by 0.02% in Q1 2026, buying an estimated $76 and bringing the position to 4,174 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #146.

Investment Advisory Group first reported a position in DFAW in Q2 2024 and has held it in 8 quarters since. The position peaked at $319K in Q3 2024. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Investment Advisory Group held 4,174 shares of Dimensional World Equity ETF worth $308K as of Q1 2026.
Investment Advisory Group bought 1 Dimensional World Equity ETF share in Q1 2026, an estimated $76.
Dimensional World Equity ETF made up 0.08% of Investment Advisory Group's portfolio in Q1 2026, its #146 holding.
Investment Advisory Group first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 8 quarters since.
Investment Advisory Group's Dimensional World Equity ETF position peaked at $319K in Q3 2024.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.