Parkwoods Wealth Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Parkwoods Wealth Partners’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	$3.39M	Buy	40,968 +5,027	+14%	+$406K	0.54%	31
2026 Q1	$2.65M	Buy	35,941 +11,040	+44%	+$841K	0.65%	22
2025 Q4	$1.84M	Buy	24,901 +3,612	+17%	+$263K	0.54%	28
2025 Q3	$1.53M	Buy	21,289 +3,530	+20%	+$246K	0.52%	28
2025 Q2	$1.19M	Buy	17,759 +4,768	+37%	+$298K	0.69%	13
2025 Q1	$796K	Buy	12,991 +8,015	+161%	+$507K	0.54%	14
2024 Q4	$311K	Buy	+4,976	New	+$318K	0.25%	19

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

Parkwoods Wealth Partners's DFAW Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Dimensional World Equity ETF (DFAW) stake by 14% in Q2 2026, buying an estimated $406K and bringing the position to 40,968 shares worth $3.39M. The position accounts for 0.54% of the portfolio, ranked #31.

Parkwoods Wealth Partners 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.

Parkwoods Wealth Partners held 40,968 shares of Dimensional World Equity ETF worth $3.39M as of Q2 2026.
Parkwoods Wealth Partners bought 5,027 Dimensional World Equity ETF shares in Q2 2026, an estimated $406K.
Dimensional World Equity ETF made up 0.54% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #31 holding.
Parkwoods Wealth Partners 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 Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.