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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
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

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

Mather Group's DFAW Position: Q2 2026 in Review

Mather Group increased its Dimensional World Equity ETF (DFAW) stake by 0.52% in Q2 2026, buying an estimated $18.9K and bringing the position to 45,667 shares worth $3.78M. The position accounts for 0.03% of the portfolio, ranked #186.

Mather Group first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Mather Group held 45,667 shares of Dimensional World Equity ETF worth $3.78M as of Q2 2026.
  • Mather Group bought 234 Dimensional World Equity ETF shares in Q2 2026, an estimated $18.9K.
  • Dimensional World Equity ETF made up 0.03% of Mather Group's portfolio in Q2 2026, its #186 holding.
  • Mather Group first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.