Pacific Asset Management’s Dimensional World Equity ETF DFAW Stock Holding History

Pacific Asset Management’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	$1.7M	Buy	20,578 +990	+5%	+$79.9K	0.84%	30
2026 Q1	$1.45M	Buy	19,588 +1,955	+11%	+$149K	0.81%	30
2025 Q4	$1.3M	Buy	17,633 +2,967	+20%	+$216K	0.78%	32
2025 Q3	$1.05M	Buy	14,666 +3,957	+37%	+$275K	0.72%	31
2025 Q2	$718K	Buy	10,709 +72	+0.7%	+$4.51K	0.58%	31
2025 Q1	$652K	Buy	10,637 +5,354	+101%	+$339K	0.58%	30
2024 Q4	$330K	Buy	+5,283	New	+$338K	0.31%	34

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

Pacific Asset Management's DFAW Position: Q2 2026 in Review

Pacific Asset Management increased its Dimensional World Equity ETF (DFAW) stake by 5.1% in Q2 2026, buying an estimated $79.9K and bringing the position to 20,578 shares worth $1.7M. The position accounts for 0.84% of the portfolio, ranked #30.

Pacific Asset Management first reported a position in DFAW in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Pacific Asset Management held 20,578 shares of Dimensional World Equity ETF worth $1.7M as of Q2 2026.
Pacific Asset Management bought 990 Dimensional World Equity ETF shares in Q2 2026, an estimated $79.9K.
Dimensional World Equity ETF made up 0.84% of Pacific Asset Management's portfolio in Q2 2026, its #30 holding.
Pacific Asset Management first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.