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

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return

Bryant Woods Investment Advisors Getzville, New York $272M AUM 18.15% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $516M AUM 36.09% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return