Phillips Financial Management
DFAW icon

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
Q3 		$236K Sell
2,864
-1
-0% -$84 0.02% 184
2026
Q2 		$237K Buy
2,865
+233
+9% +$18.8K 0.02% 186
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

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Strategic Investment Solutions
Strategic Investment Solutions Orland Park, Illinois $446M AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
McMill Wealth Management
McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Phillips Financial Management's DFAW Position: Q3 2026 in Review

Phillips Financial Management reduced its Dimensional World Equity ETF (DFAW) stake by 0.03% in Q3 2026, selling an estimated $84 and leaving 2,864 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #184.

Phillips Financial Management first reported a position in DFAW in Q3 2023 and has held it in 13 quarters since. The position peaked at $440K in Q2 2025. 199 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

  • Phillips Financial Management held 2,864 shares of Dimensional World Equity ETF worth $236K as of Q3 2026.
  • Phillips Financial Management sold 1 Dimensional World Equity ETF share in Q3 2026, an estimated $84.
  • Dimensional World Equity ETF made up 0.02% of Phillips Financial Management's portfolio in Q3 2026, its #184 holding.
  • Phillips Financial Management first reported a position in Dimensional World Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • Phillips Financial Management's Dimensional World Equity ETF position peaked at $440K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.