Keystone Financial Group (Georgia)’s Dimensional World Equity ETF DFAW Stock Holding History

Keystone Financial Group (Georgia)’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	$2.96M	Sell	35,717 -929	-3%	-$75K	1.55%	15
2026 Q1	$2.7M	Buy	36,646 +11,444	+45%	+$871K	1.41%	17
2025 Q4	$1.86M	Buy	25,202 +3,913	+18%	+$285K	0.98%	23
2025 Q3	$1.53M	Buy	21,289 +6,885	+48%	+$479K	0.86%	24
2025 Q2	$979K	Buy	14,404 +991	+7%	+$62K	0.62%	25
2025 Q1	$827K	Buy	13,413 +1,997	+17%	+$126K	0.58%	27
2024 Q4	$713K	Buy	+11,416	New	+$730K	0.58%	27

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 $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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Keystone Financial Group (Georgia)'s DFAW Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its Dimensional World Equity ETF (DFAW) stake by 2.5% in Q2 2026, selling an estimated $75K and leaving 35,717 shares worth $2.96M. The position accounts for 1.55% of the portfolio, ranked #15.

Keystone Financial Group (Georgia) first reported a position in DFAW in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Keystone Financial Group (Georgia) held 35,717 shares of Dimensional World Equity ETF worth $2.96M as of Q2 2026.
Keystone Financial Group (Georgia) sold 929 Dimensional World Equity ETF shares in Q2 2026, an estimated $75K.
Dimensional World Equity ETF made up 1.55% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #15 holding.
Keystone Financial Group (Georgia) first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.