LPL Financial’s Dimensional World Equity ETF DFAW Stock Holding History

LPL Financial’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	$5.48M	Buy	66,218 +6,730	+11%	+$543K	﹤0.01%	2712
2026 Q1	$4.39M	Buy	59,488 +6,505	+12%	+$495K	﹤0.01%	2753
2025 Q4	$3.92M	Buy	52,983 +2,376	+5%	+$173K	﹤0.01%	2759
2025 Q3	$3.64M	Buy	50,607 +1,357	+3%	+$94.4K	﹤0.01%	2762
2025 Q2	$3.3M	Sell	49,250 -5,927	-11%	-$371K	﹤0.01%	2652
2025 Q1	$3.38M	Buy	55,177 +35,410	+179%	+$2.24M	﹤0.01%	2464
2024 Q4	$1.23M	Buy	19,767 +12,433	+170%	+$795K	﹤0.01%	3308
2024 Q3	$465K	Buy	+7,334	New	+$448K	﹤0.01%	4056

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

LPL Financial's DFAW Position: Q2 2026 in Review

LPL Financial increased its Dimensional World Equity ETF (DFAW) stake by 11% in Q2 2026, buying an estimated $543K and bringing the position to 66,218 shares worth $5.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

LPL Financial first reported a position in DFAW in Q3 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

LPL Financial held 66,218 shares of Dimensional World Equity ETF worth $5.48M as of Q2 2026.
LPL Financial bought 6,730 Dimensional World Equity ETF shares in Q2 2026, an estimated $543K.
Dimensional World Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2712 holding.
LPL Financial first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 8 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.