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

Modera 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 Q2	$630K	Buy	7,606 +2,350	+45%	+$190K	0.01%	418
2026 Q1	$388K	Buy	5,256 +13	+0.2%	+$990	﹤0.01%	482
2025 Q4	$388K	Sell	5,243 -51	-1%	-$3.71K	﹤0.01%	499
2025 Q3	$380K	Buy	5,294 +15	+0.3%	+$1.04K	﹤0.01%	500
2025 Q2	$354K	Buy	+5,279	New	+$330K	﹤0.01%	505

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Modera Wealth Management's DFAW Position: Q2 2026 in Review

Modera Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 45% in Q2 2026, buying an estimated $190K and bringing the position to 7,606 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #418.

Modera Wealth Management first reported a position in DFAW in Q2 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Modera Wealth Management held 7,606 shares of Dimensional World Equity ETF worth $630K as of Q2 2026.
Modera Wealth Management bought 2,350 Dimensional World Equity ETF shares in Q2 2026, an estimated $190K.
Dimensional World Equity ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #418 holding.
Modera Wealth Management first reported a position in Dimensional World Equity ETF in Q2 2025 and has held it in 5 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.