Phillips Financial Management’s Dimensional World Equity ETF DFAW Stock Holding History

Phillips Financial 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	$194K	Sell	2,632 -1,603	-38%	-$122K	0.01%	193
2025 Q4	$313K	Buy	4,235 +53	+1%	+$3.86K	0.02%	165
2025 Q3	$301K	Sell	4,182 -2,373	-36%	-$165K	0.02%	172
2025 Q2	$440K	Sell	6,555 -513	-7%	-$32.1K	0.03%	144
2025 Q1	$433K	Buy	7,068 +94	+1%	+$5.95K	0.03%	141
2024 Q4	$436K	Buy	6,974 +3,695	+113%	+$236K	0.03%	136
2024 Q3	$208K	Sell	3,279 -327	-9%	-$20K	0.02%	180
2024 Q2	$215K	Buy	3,606 +1	+0%	+$59	0.02%	178
2024 Q1	$213K	Buy	3,605 +1,935	+116%	+$109K	0.02%	173
2023 Q4	$91.7K	Buy	1,670 +666	+66%	+$34K	0.01%	182
2023 Q3	$49.8K	Buy	+1,004	New	+$49.8K	﹤0.01%	189

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 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

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

Phillips Financial Management's DFAW Position: Q1 2026 in Review

Phillips Financial Management reduced its Dimensional World Equity ETF (DFAW) stake by 38% in Q1 2026, selling an estimated $122K and leaving 2,632 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #193.

Phillips Financial Management first reported a position in DFAW in Q3 2023 and has held it in 11 quarters since. The position peaked at $440K in Q2 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Phillips Financial Management held 2,632 shares of Dimensional World Equity ETF worth $194K as of Q1 2026.
Phillips Financial Management sold 1,603 Dimensional World Equity ETF shares in Q1 2026, an estimated $122K.
Dimensional World Equity ETF made up 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #193 holding.
Phillips Financial Management first reported a position in Dimensional World Equity ETF in Q3 2023 and has held it in 11 quarters since.
Phillips Financial Management's Dimensional World Equity ETF position peaked at $440K in Q2 2025.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.