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

Pacific Wealth 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
Q3 		$334K Buy
+4,059
New +$341K 0.15% 16

Other funds holding DFAW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Pacific Wealth Management's DFAW Position: Q3 2026 in Review

Pacific Wealth Management opened a new position in Dimensional World Equity ETF (DFAW) in Q3 2026: 4,059 shares worth $334K. The stake represents 0.15% of the portfolio and ranks #16 among its holdings.

10 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

  • Pacific Wealth Management held 4,059 shares of Dimensional World Equity ETF worth $334K as of Q3 2026.
  • Dimensional World Equity ETF was a new Pacific Wealth Management position in Q3 2026.
  • Dimensional World Equity ETF made up 0.15% of Pacific Wealth Management's portfolio in Q3 2026, its #16 holding.
  • 10 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Pacific Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.