KNW
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Kesler Norman & Wride’s Dimensional World Equity ETF DFAW Stock Holding History

Kesler Norman & Wride’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 		$2.84M Buy
34,351
+10,482
+44% +$846K 0.45% 60
2026
Q1 		$1.76M Buy
23,869
+862
+4% +$65.6K 0.3% 81
2025
Q4 		$1.7M Buy
+23,007
New +$1.67M 0.29% 79

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

Kesler Norman & Wride's DFAW Position: Q2 2026 in Review

Kesler Norman & Wride increased its Dimensional World Equity ETF (DFAW) stake by 44% in Q2 2026, buying an estimated $846K and bringing the position to 34,351 shares worth $2.84M. The position accounts for 0.45% of the portfolio, ranked #60.

Kesler Norman & Wride 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.

  • Kesler Norman & Wride held 34,351 shares of Dimensional World Equity ETF worth $2.84M as of Q2 2026.
  • Kesler Norman & Wride bought 10,482 Dimensional World Equity ETF shares in Q2 2026, an estimated $846K.
  • Dimensional World Equity ETF made up 0.45% of Kesler Norman & Wride's portfolio in Q2 2026, its #60 holding.
  • Kesler Norman & Wride 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 Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.