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

PBMares 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
2025 Q3	$553K	Buy	7,690 +749	+11%	+$52.1K	0.09%	108
2025 Q2	$466K	Buy	6,941 +893	+15%	+$55.9K	0.09%	110
2025 Q1	$371K	Buy	6,048 +2,001	+49%	+$127K	0.07%	127
2024 Q4	$253K	Buy	4,047 +390	+11%	+$24.9K	0.05%	171
2024 Q3	$232K	Buy	+3,657	New	+$223K	0.05%	173

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 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

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

PBMares Wealth Management's DFAW Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 11% in Q3 2025, buying an estimated $52.1K and bringing the position to 7,690 shares worth $553K. The position accounts for 0.09% of the portfolio, ranked #108.

PBMares Wealth Management first reported a position in DFAW in Q3 2024 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold DFAW as of Q3 2025.

PBMares Wealth Management held 7,690 shares of Dimensional World Equity ETF worth $553K as of Q3 2025.
PBMares Wealth Management bought 749 Dimensional World Equity ETF shares in Q3 2025, an estimated $52.1K.
Dimensional World Equity ETF made up 0.09% of PBMares Wealth Management's portfolio in Q3 2025, its #108 holding.
PBMares Wealth Management first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 5 quarters since.
164 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.