Keyes Stange & Wooten Wealth Management’s Dimensional World Equity ETF DFAW Stock Holding History

Keyes Stange & Wooten 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	$13.1M	Sell	157,672 -14,582	-8%	-$1.18M	5.21%	7
2026 Q1	$12.7M	Buy	172,254 +10,128	+6%	+$771K	5.67%	7
2025 Q4	$12M	Buy	162,126 +834	+0.5%	+$60.7K	5.68%	7
2025 Q3	$11.6M	Buy	161,292 +2,073	+1%	+$144K	5.61%	7
2025 Q2	$10.7M	Sell	159,219 -1,845	-1%	-$115K	5.55%	7
2025 Q1	$9.87M	Sell	161,064 -11,373	-7%	-$720K	5.61%	7
2024 Q4	$10.8M	Buy	172,437 +13,306	+8%	+$851K	6.35%	6
2024 Q3	$10.1M	Buy	159,131 +6,820	+4%	+$416K	5.99%	6
2024 Q2	$9.07M	Buy	152,311 +143,359	+1,601%	+$8.4M	6.31%	5
2024 Q1	$529K	Buy	+8,952	New	+$503K	0.47%	38

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

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

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's DFAW Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its Dimensional World Equity ETF (DFAW) stake by 8.5% in Q2 2026, selling an estimated $1.18M and leaving 157,672 shares worth $13.1M. The position accounts for 5.21% of the portfolio, ranked #7.

Keyes Stange & Wooten Wealth Management first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 103 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 157,672 shares of Dimensional World Equity ETF worth $13.1M as of Q2 2026.
Keyes Stange & Wooten Wealth Management sold 14,582 Dimensional World Equity ETF shares in Q2 2026, an estimated $1.18M.
Dimensional World Equity ETF made up 5.21% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #7 holding.
Keyes Stange & Wooten Wealth Management first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
103 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.