PWA
DFAW icon

Physician Wealth Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Physician Wealth Advisors’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 		$10.9M Sell
147,895
-3,503
-2% -$267K 1.52% 19
2025
Q4 		$11.2M Sell
151,398
-4,247
-3% -$309K 1.56% 20
2025
Q3 		$11.2M Buy
155,645
+8,602
+6% +$598K 1.59% 18
2025
Q2 		$9.86M Buy
147,043
+825
+0.6% +$51.6K 1.55% 17
2025
Q1 		$8.96M Buy
146,218
+5,283
+4% +$334K 1.54% 16
2024
Q4 		$8.8M Buy
140,935
+17,863
+15% +$1.14M 1.49% 17
2024
Q3 		$7.82M Buy
123,072
+12,362
+11% +$754K 1.41% 19
2024
Q2 		$6.9M Buy
110,710
+30,484
+38% +$1.79M 1.27% 21
2024
Q1 		$4.53M Buy
80,226
+42,658
+114% +$2.4M 0.95% 27
2023
Q4 		$2.05M Buy
+37,568
New +$1.92M 0.46% 36

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 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 $10.6B AUM 19.99% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Focus Partners Wealth
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 $743M AUM 17.45% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return