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 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

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

Parkshore Wealth Management's DFAW Position: Q2 2026 in Review

Parkshore Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 27% in Q2 2026, buying an estimated $867K and bringing the position to 50,659 shares worth $4.19M. The position accounts for 1.2% of the portfolio, ranked #16.

Parkshore Wealth 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.

Parkshore Wealth Management held 50,659 shares of Dimensional World Equity ETF worth $4.19M as of Q2 2026.
Parkshore Wealth Management bought 10,741 Dimensional World Equity ETF shares in Q2 2026, an estimated $867K.
Dimensional World Equity ETF made up 1.2% of Parkshore Wealth Management's portfolio in Q2 2026, its #16 holding.
Parkshore Wealth 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 Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.