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

JP 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
2025
Q1 		– Sell
-208,177
Closed -$13M – 17
2024
Q4 		$13M Buy
+208,177
New +$13.3M 9.55% 6

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $516M AUM 36.09% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $272M AUM 18.15% 1-Year Est. Return

JP Wealth Management's DFAW Position: Q1 2025 in Review

JP Wealth Management sold out of Dimensional World Equity ETF (DFAW) in Q1 2025, closing a stake of 208,177 shares — an estimated $13M sold.

JP Wealth Management first reported a position in DFAW in Q4 2024 and held it in 1 quarter. The position peaked at $13M in Q4 2024. 139 funds tracked by Wall St. Rank hold DFAW as of Q1 2025.

  • JP Wealth Management reported no remaining Dimensional World Equity ETF position as of Q1 2025 after selling out during the quarter.
  • JP Wealth Management sold 208,177 Dimensional World Equity ETF shares in Q1 2025, an estimated $13M.
  • JP Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2024 and held it in 1 quarter.
  • JP Wealth Management's Dimensional World Equity ETF position peaked at $13M in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2025.

Based on JP Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.