Mutual Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Mutual 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 Q1	$570K	Buy	7,725 +2,332	+43%	+$178K	0.01%	824
2025 Q4	$399K	Buy	5,393 +787	+17%	+$57.3K	0.01%	981
2025 Q3	$333K	Buy	4,606 +18	+0.4%	+$1.25K	0.01%	1023
2025 Q2	$317K	Sell	4,588 -624	-12%	-$39.1K	0.01%	964
2025 Q1	$315K	Buy	5,212 +1,500	+40%	+$95K	0.01%	890
2024 Q4	$235K	Buy	+3,712	New	+$237K	0.01%	975

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 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

Mutual Advisors's DFAW Position: Q1 2026 in Review

Mutual Advisors increased its Dimensional World Equity ETF (DFAW) stake by 43% in Q1 2026, buying an estimated $178K and bringing the position to 7,725 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #824.

Mutual Advisors first reported a position in DFAW in Q4 2024 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Mutual Advisors held 7,725 shares of Dimensional World Equity ETF worth $570K as of Q1 2026.
Mutual Advisors bought 2,332 Dimensional World Equity ETF shares in Q1 2026, an estimated $178K.
Dimensional World Equity ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #824 holding.
Mutual Advisors first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 6 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.