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Pinney & Scofield’s Dimensional World Equity ETF DFAW Stock Holding History

Pinney & Scofield’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 		$107K Buy
1,287
+78
+6% +$6.29K 0.05% 81
2026
Q1 		$89.2K Buy
1,209
+258
+27% +$19.6K 0.05% 83
2025
Q4 		$70.3K Buy
951
+368
+63% +$26.8K 0.04% 91
2025
Q3 		$41.9K Buy
583
+137
+31% +$9.53K 0.03% 112
2025
Q2 		$29.9K Buy
446
+77
+21% +$4.82K 0.02% 123
2025
Q1 		$22.6K Buy
369
+137
+59% +$8.67K 0.02% 135
2024
Q4 		$14.5K Buy
+232
New +$14.8K 0.01% 156

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

Pinney & Scofield's DFAW Position: Q2 2026 in Review

Pinney & Scofield increased its Dimensional World Equity ETF (DFAW) stake by 6.5% in Q2 2026, buying an estimated $6.29K and bringing the position to 1,287 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #81.

Pinney & Scofield first reported a position in DFAW in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Pinney & Scofield held 1,287 shares of Dimensional World Equity ETF worth $107K as of Q2 2026.
  • Pinney & Scofield bought 78 Dimensional World Equity ETF shares in Q2 2026, an estimated $6.29K.
  • Dimensional World Equity ETF made up 0.05% of Pinney & Scofield's portfolio in Q2 2026, its #81 holding.
  • Pinney & Scofield first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.