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 Q3	$288K	Buy	3,500 +1	+0%	+$84	0.15%	72
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

LAM Group's DFAW Position: Q3 2026 in Review

LAM Group increased its Dimensional World Equity ETF (DFAW) stake by 0.03% in Q3 2026, buying an estimated $84 and bringing the position to 3,500 shares worth $288K. The position accounts for 0.15% of the portfolio, ranked #72.

LAM Group first reported a position in DFAW in Q4 2023 and has held it in 12 quarters since. The position peaked at $290K in Q2 2026. 97 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

LAM Group held 3,500 shares of Dimensional World Equity ETF worth $288K as of Q3 2026.
LAM Group bought 1 Dimensional World Equity ETF share in Q3 2026, an estimated $84.
Dimensional World Equity ETF made up 0.15% of LAM Group's portfolio in Q3 2026, its #72 holding.
LAM Group first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 12 quarters since.
LAM Group's Dimensional World Equity ETF position peaked at $290K in Q2 2026.
97 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.