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Keating Financial Advisory Services’s Dimensional World Equity ETF DFAW Stock Holding History

Keating Financial Advisory Services’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 		$4.03M Buy
48,686
+12,025
+33% +$970K 0.53% 24
2026
Q1 		$2.7M Buy
36,661
+12,538
+52% +$955K 0.44% 37
2025
Q4 		$1.78M Buy
+24,123
New +$1.76M 0.24% 70

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

Keating Financial Advisory Services's DFAW Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Dimensional World Equity ETF (DFAW) stake by 33% in Q2 2026, buying an estimated $970K and bringing the position to 48,686 shares worth $4.03M. The position accounts for 0.53% of the portfolio, ranked #24.

Keating Financial Advisory Services first reported a position in DFAW in Q4 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Keating Financial Advisory Services held 48,686 shares of Dimensional World Equity ETF worth $4.03M as of Q2 2026.
  • Keating Financial Advisory Services bought 12,025 Dimensional World Equity ETF shares in Q2 2026, an estimated $970K.
  • Dimensional World Equity ETF made up 0.53% of Keating Financial Advisory Services's portfolio in Q2 2026, its #24 holding.
  • Keating Financial Advisory Services first reported a position in Dimensional World Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.