MASECO Private Wealth’s Dimensional World Equity ETF DFAW Stock Holding History

MASECO Private Wealth’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	$12M	Buy	144,995 +1,784	+1%	+$150K	0.33%	30
2026 Q2	$11.9M	Buy	143,211 +1,609	+1%	+$130K	0.33%	30
2026 Q1	$10.4M	Buy	141,602 +5,251	+4%	+$400K	0.33%	31
2025 Q4	$10.1M	Buy	136,351 +2,421	+2%	+$176K	0.44%	23
2025 Q3	$9.6M	Sell	133,930 -20	-0%	-$1.39K	0.47%	21
2025 Q2	$8.98M	Buy	+133,950	New	+$8.38M	0.34%	32

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

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

Royal Harbor Partners Houston, Texas $327M AUM 8.21% 1-Year Est. Return

MASECO Private Wealth's DFAW Position: Q3 2026 in Review

MASECO Private Wealth increased its Dimensional World Equity ETF (DFAW) stake by 1.2% in Q3 2026, buying an estimated $150K and bringing the position to 144,995 shares worth $12M. The position accounts for 0.33% of the portfolio, ranked #30.

MASECO Private Wealth first reported a position in DFAW in Q2 2025 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

MASECO Private Wealth held 144,995 shares of Dimensional World Equity ETF worth $12M as of Q3 2026.
MASECO Private Wealth bought 1,784 Dimensional World Equity ETF shares in Q3 2026, an estimated $150K.
Dimensional World Equity ETF made up 0.33% of MASECO Private Wealth's portfolio in Q3 2026, its #30 holding.
MASECO Private Wealth first reported a position in Dimensional World Equity ETF in Q2 2025 and has held it in 6 quarters since.
97 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.