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

Parkshore 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	$4.55M	Buy	55,277 +4,618	+9%	+$388K	1.16%	16
2026 Q2	$4.19M	Buy	50,659 +10,741	+27%	+$867K	1.2%	16
2026 Q1	$2.95M	Buy	39,918 +3,684	+10%	+$281K	0.98%	17
2025 Q4	$2.68M	Buy	36,234 +5,122	+16%	+$373K	1.01%	18
2025 Q3	$2.24M	Buy	31,112 +3,053	+11%	+$212K	0.91%	18
2025 Q2	$1.88M	Buy	28,059 +1,012	+4%	+$63.3K	0.92%	21
2025 Q1	$1.66M	Buy	27,047 +3,922	+17%	+$248K	0.96%	24
2024 Q4	$1.44M	Buy	+23,125	New	+$1.48M	0.87%	24

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

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

Parkshore Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 9.1% in Q3 2026, buying an estimated $388K and bringing the position to 55,277 shares worth $4.55M. The position accounts for 1.16% of the portfolio, ranked #16.

Parkshore Wealth Management first reported a position in DFAW in Q4 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

Parkshore Wealth Management held 55,277 shares of Dimensional World Equity ETF worth $4.55M as of Q3 2026.
Parkshore Wealth Management bought 4,618 Dimensional World Equity ETF shares in Q3 2026, an estimated $388K.
Dimensional World Equity ETF made up 1.16% of Parkshore Wealth Management's portfolio in Q3 2026, its #16 holding.
Parkshore Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 8 quarters since.
45 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

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