Mills Wealth Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Mills Wealth Advisors’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	$1.42M	Buy	17,095 +1,546	+10%	+$125K	0.45%	25
2026 Q1	$1.15M	Buy	15,549 +1,684	+12%	+$128K	0.4%	32
2025 Q4	$1.03M	Buy	13,865 +3,105	+29%	+$226K	0.4%	37
2025 Q3	$773K	Buy	10,760 +1,603	+18%	+$112K	0.31%	39
2025 Q2	$614K	Buy	9,157 +1,818	+25%	+$114K	0.28%	41
2025 Q1	$450K	Buy	7,339 +3,470	+90%	+$220K	0.24%	43
2024 Q4	$242K	Buy	+3,869	New	+$247K	0.14%	52

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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

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

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mills Wealth Advisors's DFAW Position: Q2 2026 in Review

Mills Wealth Advisors increased its Dimensional World Equity ETF (DFAW) stake by 9.9% in Q2 2026, buying an estimated $125K and bringing the position to 17,095 shares worth $1.42M. The position accounts for 0.45% of the portfolio, ranked #25.

Mills Wealth Advisors first reported a position in DFAW in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Mills Wealth Advisors held 17,095 shares of Dimensional World Equity ETF worth $1.42M as of Q2 2026.
Mills Wealth Advisors bought 1,546 Dimensional World Equity ETF shares in Q2 2026, an estimated $125K.
Dimensional World Equity ETF made up 0.45% of Mills Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Mills Wealth Advisors first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.