LAM Group’s Dimensional World Equity ETF DFAW Stock Holding History

LAM Group’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	$290K	Buy	3,499 +2	+0.1%	+$161	0.14%	71
2026 Q1	$258K	Buy	3,497 +1	+0%	+$76	0.14%	74
2025 Q4	$259K	Buy	3,496 +2	+0.1%	+$146	0.15%	74
2025 Q3	$251K	Buy	3,494 +2	+0.1%	+$139	0.16%	72
2025 Q2	$234K	Buy	3,492 +8	+0.2%	+$501	0.16%	72
2025 Q1	$214K	Sell	3,484 -124	-3%	-$7.85K	0.16%	73
2024 Q4	$225K	Buy	3,608 +67	+2%	+$4.28K	0.16%	74
2024 Q3	$225K	Buy	3,541 +1,436	+68%	+$87.6K	0.16%	71
2024 Q2	$125K	Buy	2,105 +34	+2%	+$1.99K	0.11%	74
2024 Q1	$122K	Buy	2,071 +1,725	+499%	+$96.9K	0.1%	70
2023 Q4	$19K	Buy	+346	New	+$17.6K	0.02%	84

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LAM Group's DFAW Position: Q2 2026 in Review

LAM Group increased its Dimensional World Equity ETF (DFAW) stake by 0.06% in Q2 2026, buying an estimated $161 and bringing the position to 3,499 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #71.

LAM Group first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

LAM Group held 3,499 shares of Dimensional World Equity ETF worth $290K as of Q2 2026.
LAM Group bought 2 Dimensional World Equity ETF shares in Q2 2026, an estimated $161.
Dimensional World Equity ETF made up 0.14% of LAM Group's portfolio in Q2 2026, its #71 holding.
LAM Group first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.