Osaic Holdings’s Dimensional World Equity ETF DFAW Stock Holding History

Osaic Holdings’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	$195K	Buy	2,351 +290	+14%	+$23.4K	﹤0.01%	4453
2026 Q1	$152K	Buy	2,061 +63	+3%	+$4.8K	﹤0.01%	4366
2025 Q4	$148K	Sell	1,998 -1,265	-39%	-$92.1K	﹤0.01%	4374
2025 Q3	$231K	Buy	3,263 +875	+37%	+$60.9K	﹤0.01%	4092
2025 Q2	$160K	Buy	2,388 +1,311	+122%	+$82K	﹤0.01%	4124
2025 Q1	$66K	Buy	1,077 +693	+180%	+$43.9K	﹤0.01%	4501
2024 Q4	$24K	Buy	+384	New	+$24.5K	﹤0.01%	5222

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

Osaic Holdings's DFAW Position: Q2 2026 in Review

Osaic Holdings increased its Dimensional World Equity ETF (DFAW) stake by 14% in Q2 2026, buying an estimated $23.4K and bringing the position to 2,351 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #4453.

Osaic Holdings first reported a position in DFAW in Q4 2024 and has held it in 7 quarters since. The position peaked at $231K in Q3 2025. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Osaic Holdings held 2,351 shares of Dimensional World Equity ETF worth $195K as of Q2 2026.
Osaic Holdings bought 290 Dimensional World Equity ETF shares in Q2 2026, an estimated $23.4K.
Dimensional World Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4453 holding.
Osaic Holdings first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 7 quarters since.
Osaic Holdings's Dimensional World Equity ETF position peaked at $231K in Q3 2025.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.