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Legacy Capital Wealth Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Legacy Capital Wealth Partners’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 		$957K Buy
11,557
+2,199
+23% +$177K 0.18% 111
2026
Q1 		$690K Buy
9,358
+1,206
+15% +$91.8K 0.14% 156
2025
Q4 		$603K Buy
8,152
+5,160
+172% +$375K 0.13% 168
2025
Q3 		$215K Buy
+2,992
New +$208K 0.05% 356

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

Legacy Capital Wealth Partners's DFAW Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Dimensional World Equity ETF (DFAW) stake by 23% in Q2 2026, buying an estimated $177K and bringing the position to 11,557 shares worth $957K. The position accounts for 0.18% of the portfolio, ranked #111.

Legacy Capital Wealth Partners first reported a position in DFAW in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Legacy Capital Wealth Partners held 11,557 shares of Dimensional World Equity ETF worth $957K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 2,199 Dimensional World Equity ETF shares in Q2 2026, an estimated $177K.
  • Dimensional World Equity ETF made up 0.18% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Legacy Capital Wealth Partners first reported a position in Dimensional World Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.