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Kozak & Associates’s Dimensional World Equity ETF DFAW Stock Holding History

Kozak & Associates’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 		$342 Hold
4
– – ﹤0.01% 406
2026
Q1 		$320 Hold
4
– – ﹤0.01% 415
2025
Q4 		$313 Buy
+4
New +$291 ﹤0.01% 403

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

Kozak & Associates's DFAW Position: Q2 2026 in Review

Kozak & Associates held its Dimensional World Equity ETF (DFAW) position steady in Q2 2026 at 4 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Kozak & Associates 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.

  • Kozak & Associates held 4 shares of Dimensional World Equity ETF worth $342 as of Q2 2026.
  • Kozak & Associates left its Dimensional World Equity ETF share count unchanged in Q2 2026.
  • Dimensional World Equity ETF made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #406 holding.
  • Kozak & Associates 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 Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.