Lakewood Asset Management’s Dimensional World Equity ETF DFAW Stock Holding History

Lakewood Asset 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 Q1	$1.19M	Buy	+16,142	New	+$1.23M	0.76%	36

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

Lakewood Asset Management's DFAW Position: Q1 2026 in Review

Lakewood Asset Management opened a new position in Dimensional World Equity ETF (DFAW) in Q1 2026: 16,142 shares worth $1.19M. The stake represents 0.76% of the portfolio and ranks #36 among its holdings.

201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Lakewood Asset Management held 16,142 shares of Dimensional World Equity ETF worth $1.19M as of Q1 2026.
Dimensional World Equity ETF was a new Lakewood Asset Management position in Q1 2026.
Dimensional World Equity ETF made up 0.76% of Lakewood Asset Management's portfolio in Q1 2026, its #36 holding.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.