Morris Financial Concepts’s Dimensional World Equity ETF DFAW Stock Holding History

Morris Financial Concepts’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	$55.4K	Hold	669	–	–	0.02%	159
2026 Q1	$49.4K	Hold	669	–	–	0.02%	158
2025 Q4	$49.5K	Sell	669 -264	-28%	-$19.2K	0.02%	156
2025 Q3	$67K	Buy	933 +527	+130%	+$36.7K	0.02%	153
2025 Q2	$27.2K	Buy	406 +179	+79%	+$11.2K	0.01%	163
2025 Q1	$13.9K	Buy	227 +28	+14%	+$1.77K	0.01%	170
2024 Q4	$12.4K	Hold	199	–	–	0.01%	161
2024 Q3	$12.6K	Sell	199 -210	-51%	-$12.8K	0.01%	168
2024 Q2	$24.4K	Buy	409 +26	+7%	+$1.52K	0.01%	133
2024 Q1	$22.6K	Buy	383 +264	+222%	+$14.8K	0.01%	130
2023 Q4	$6.53K	Buy	+119	New	+$6.07K	﹤0.01%	139

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

Morris Financial Concepts's DFAW Position: Q2 2026 in Review

Morris Financial Concepts held its Dimensional World Equity ETF (DFAW) position steady in Q2 2026 at 669 shares worth $55.4K. The position accounts for 0.02% of the portfolio, ranked #159.

Morris Financial Concepts first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. The position peaked at $67K in Q3 2025. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Morris Financial Concepts held 669 shares of Dimensional World Equity ETF worth $55.4K as of Q2 2026.
Morris Financial Concepts left its Dimensional World Equity ETF share count unchanged in Q2 2026.
Dimensional World Equity ETF made up 0.02% of Morris Financial Concepts's portfolio in Q2 2026, its #159 holding.
Morris Financial Concepts first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
Morris Financial Concepts's Dimensional World Equity ETF position peaked at $67K in Q3 2025.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.