Mustard Seed Financial’s Dimensional World Equity ETF DFAW Stock Holding History

Mustard Seed Financial’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	$1.17M	Buy	15,860 +1,337	+9%	+$102K	0.7%	31
2025 Q4	$1.07M	Buy	14,523 +4,377	+43%	+$319K	0.68%	32
2025 Q3	$729K	Sell	10,146 -340	-3%	-$23.7K	0.47%	42
2025 Q2	$703K	Buy	10,486 +3,043	+41%	+$190K	0.51%	39
2025 Q1	$456K	Buy	7,443 +2,225	+43%	+$141K	0.37%	50
2024 Q4	$326K	Buy	5,218 +1,617	+45%	+$103K	0.26%	65
2024 Q3	$229K	Sell	3,601 -84	-2%	-$5.13K	0.19%	74
2024 Q2	$219K	Buy	+3,685	New	+$216K	0.21%	73

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

Mustard Seed Financial's DFAW Position: Q1 2026 in Review

Mustard Seed Financial increased its Dimensional World Equity ETF (DFAW) stake by 9.2% in Q1 2026, buying an estimated $102K and bringing the position to 15,860 shares worth $1.17M. The position accounts for 0.7% of the portfolio, ranked #31.

Mustard Seed Financial first reported a position in DFAW in Q2 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Mustard Seed Financial held 15,860 shares of Dimensional World Equity ETF worth $1.17M as of Q1 2026.
Mustard Seed Financial bought 1,337 Dimensional World Equity ETF shares in Q1 2026, an estimated $102K.
Dimensional World Equity ETF made up 0.7% of Mustard Seed Financial's portfolio in Q1 2026, its #31 holding.
Mustard Seed Financial first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 8 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.