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 Q2	$10.9M	Sell	131,656 -16,239	-11%	-$1.31M	1.3%	18
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 $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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Physician Wealth Advisors's DFAW Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Dimensional World Equity ETF (DFAW) stake by 11% in Q2 2026, selling an estimated $1.31M and leaving 131,656 shares worth $10.9M. The position accounts for 1.3% of the portfolio, ranked #18.

Physician Wealth Advisors first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.2M in Q4 2025. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Physician Wealth Advisors held 131,656 shares of Dimensional World Equity ETF worth $10.9M as of Q2 2026.
Physician Wealth Advisors sold 16,239 Dimensional World Equity ETF shares in Q2 2026, an estimated $1.31M.
Dimensional World Equity ETF made up 1.3% of Physician Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Physician Wealth Advisors first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
Physician Wealth Advisors's Dimensional World Equity ETF position peaked at $11.2M in Q4 2025.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.