Mosaic Family Wealth Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Mosaic Family Wealth Partners’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	$1.77M	Buy	23,981 +2,208	+10%	+$168K	0.18%	76
2025 Q4	$1.61M	Buy	21,773 +516	+2%	+$37.5K	0.18%	71
2025 Q3	$1.52M	Buy	21,257 +1,115	+6%	+$77.6K	0.18%	60
2025 Q2	$1.35M	Buy	20,142 +1,705	+9%	+$107K	0.17%	62
2025 Q1	$1.13M	Buy	18,437 +2,676	+17%	+$169K	0.16%	67
2024 Q4	$984K	Sell	15,761 -1,587	-9%	-$101K	0.14%	80
2024 Q3	$1.1M	Buy	17,348 +4,737	+38%	+$289K	0.16%	74
2024 Q2	$751K	Buy	12,611 +1,872	+17%	+$110K	0.12%	90
2024 Q1	$635K	Buy	+10,739	New	+$603K	0.1%	103

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

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

Mosaic Family Wealth Partners's DFAW Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Dimensional World Equity ETF (DFAW) stake by 10% in Q1 2026, buying an estimated $168K and bringing the position to 23,981 shares worth $1.77M. The position accounts for 0.18% of the portfolio, ranked #76.

Mosaic Family Wealth Partners first reported a position in DFAW in Q1 2024 and has held it in 9 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Mosaic Family Wealth Partners held 23,981 shares of Dimensional World Equity ETF worth $1.77M as of Q1 2026.
Mosaic Family Wealth Partners bought 2,208 Dimensional World Equity ETF shares in Q1 2026, an estimated $168K.
Dimensional World Equity ETF made up 0.18% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #76 holding.
Mosaic Family Wealth Partners first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 9 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.