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 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

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return

Mather Group's DFAW Position: Q1 2026 in Review

Mather Group reduced its Dimensional World Equity ETF (DFAW) stake by 0% in Q1 2026, selling an estimated $76 and leaving 45,433 shares worth $3.35M. The position accounts for 0.03% of the portfolio, ranked #168.

Mather Group first reported a position in DFAW in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.36M in Q4 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Mather Group held 45,433 shares of Dimensional World Equity ETF worth $3.35M as of Q1 2026.
Mather Group sold 1 Dimensional World Equity ETF share in Q1 2026, an estimated $76.
Dimensional World Equity ETF made up 0.03% of Mather Group's portfolio in Q1 2026, its #168 holding.
Mather Group first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 9 quarters since.
Mather Group's Dimensional World Equity ETF position peaked at $3.36M in Q4 2025.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.