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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
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

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
PL
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phillips Financial Management's DFAW Position: Q2 2026 in Review

Phillips Financial Management increased its Dimensional World Equity ETF (DFAW) stake by 8.9% in Q2 2026, buying an estimated $18.8K and bringing the position to 2,865 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #186.

Phillips Financial Management first reported a position in DFAW in Q3 2023 and has held it in 12 quarters since. The position peaked at $440K in Q2 2025. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Phillips Financial Management held 2,865 shares of Dimensional World Equity ETF worth $237K as of Q2 2026.
  • Phillips Financial Management bought 233 Dimensional World Equity ETF shares in Q2 2026, an estimated $18.8K.
  • Dimensional World Equity ETF made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #186 holding.
  • Phillips Financial Management first reported a position in Dimensional World Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • Phillips Financial Management's Dimensional World Equity ETF position peaked at $440K in Q2 2025.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.