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 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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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 $787M AUM 22.93% 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 $809M AUM 21.71% 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 $251M AUM 20.71% 1-Year Est. Return

McMill Wealth Management's DFAW Position: Q1 2026 in Review

McMill Wealth Management sold out of Dimensional World Equity ETF (DFAW) in Q1 2026, closing a stake of 178,956 shares — an estimated $13.2M sold.

McMill Wealth Management first reported a position in DFAW in Q4 2024 and held it in 5 quarters. The position peaked at $13.2M in Q4 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

McMill Wealth Management reported no remaining Dimensional World Equity ETF position as of Q1 2026 after selling out during the quarter.
McMill Wealth Management sold 178,956 Dimensional World Equity ETF shares in Q1 2026, an estimated $13.2M.
McMill Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2024 and held it in 5 quarters.
McMill Wealth Management's Dimensional World Equity ETF position peaked at $13.2M in Q4 2025.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.