PWM
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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
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 $987M AUM 17.8% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

Parkshore Wealth Management's DFAW Position: Q1 2026 in Review

Parkshore Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 10% in Q1 2026, buying an estimated $281K and bringing the position to 39,918 shares worth $2.95M. The position accounts for 0.98% of the portfolio, ranked #17.

Parkshore Wealth Management first reported a position in DFAW in Q4 2024 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • Parkshore Wealth Management held 39,918 shares of Dimensional World Equity ETF worth $2.95M as of Q1 2026.
  • Parkshore Wealth Management bought 3,684 Dimensional World Equity ETF shares in Q1 2026, an estimated $281K.
  • Dimensional World Equity ETF made up 0.98% of Parkshore Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Parkshore Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.