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

Mather 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	$2.4M	Sell	29,109 -16,558	-36%	-$1.39M	0.02%	249
2026 Q2	$3.78M	Buy	45,667 +234	+0.5%	+$18.9K	0.03%	186
2026 Q1	$3.35M	Sell	45,433 -1	-0%	-$76	0.03%	168
2025 Q4	$3.36M	Buy	45,434 +649	+1%	+$47.2K	0.03%	151
2025 Q3	$3.22M	Buy	44,785 +959	+2%	+$66.7K	0.03%	153
2025 Q2	$2.94M	Buy	43,826 +25	+0.1%	+$1.56K	0.03%	155
2025 Q1	$2.68M	Buy	43,801 +41,619	+1,907%	+$2.63M	0.03%	154
2024 Q4	$136K	Hold	2,182	–	–	﹤0.01%	673
2024 Q3	$138K	Buy	2,182 +104	+5%	+$6.35K	﹤0.01%	671
2024 Q2	$123K	Buy	2,078 +308	+17%	+$18.1K	﹤0.01%	754
2024 Q1	$97.2K	Buy	+1,770	New	+$99.4K	﹤0.01%	709

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 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

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

HWM

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Mather Group's DFAW Position: Q3 2026 in Review

Mather Group reduced its Dimensional World Equity ETF (DFAW) stake by 36% in Q3 2026, selling an estimated $1.39M and leaving 29,109 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #249.

Mather Group first reported a position in DFAW in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.78M in Q2 2026. 46 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

Mather Group held 29,109 shares of Dimensional World Equity ETF worth $2.4M as of Q3 2026.
Mather Group sold 16,558 Dimensional World Equity ETF shares in Q3 2026, an estimated $1.39M.
Dimensional World Equity ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #249 holding.
Mather Group first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 11 quarters since.
Mather Group's Dimensional World Equity ETF position peaked at $3.78M in Q2 2026.
46 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.