McMill Wealth Management’s Dimensional World Equity ETF DFAW Stock Holding History

McMill Wealth Management’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	$19.2M	Buy	+233,530	New	+$19.6M	4.37%	9
2026 Q1	–	Sell	-178,956	Closed	-$13.2M	–	65
2025 Q4	$13.2M	Buy	178,956 +31,200	+21%	+$2.27M	3.72%	11
2025 Q3	$10.6M	Buy	147,756 +25,231	+21%	+$1.76M	3.03%	11
2025 Q2	$8.19M	Buy	122,525 +20,127	+20%	+$1.26M	2.71%	12
2025 Q1	$6.27M	Buy	102,398 +23,960	+31%	+$1.52M	2.26%	13
2024 Q4	$4.9M	Buy	+78,438	New	+$5.01M	1.98%	16

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

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

McMill Wealth Management's DFAW Position: Q3 2026 in Review

McMill Wealth Management opened a new position in Dimensional World Equity ETF (DFAW) in Q3 2026: 233,530 shares worth $19.2M. The stake represents 4.37% of the portfolio and ranks #9 among its holdings. This is a return to the name: McMill Wealth Management previously reported a position in DFAW as recently as Q4 2025.

McMill Wealth Management first reported a position in DFAW in Q4 2024 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

McMill Wealth Management held 233,530 shares of Dimensional World Equity ETF worth $19.2M as of Q3 2026.
Dimensional World Equity ETF was a new McMill Wealth Management position in Q3 2026.
Dimensional World Equity ETF made up 4.37% of McMill Wealth Management's portfolio in Q3 2026, its #9 holding.
McMill Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 6 quarters since.
158 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on McMill Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.