Plancorp LLC’s Dimensional World Equity ETF DFAW Stock Holding History

Plancorp LLC’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	$17.7M	Buy	214,260 +39,145	+22%	+$3.16M	0.43%	30
2026 Q1	$13.5M	Buy	175,115 +42,873	+32%	+$3.26M	0.38%	27
2025 Q4	$9.78M	Buy	132,242 +63,968	+94%	+$4.65M	0.3%	38
2025 Q3	$4.91M	Buy	68,274 +20,074	+42%	+$1.4M	0.15%	59
2025 Q2	$3.23M	Buy	48,200 +12,398	+35%	+$776K	0.11%	78
2025 Q1	$2.19M	Buy	35,802 +29,691	+486%	+$1.88M	0.09%	96
2024 Q4	$382K	Buy	+6,111	New	+$391K	0.02%	222

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

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

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Plancorp LLC's DFAW Position: Q2 2026 in Review

Plancorp LLC increased its Dimensional World Equity ETF (DFAW) stake by 22% in Q2 2026, buying an estimated $3.16M and bringing the position to 214,260 shares worth $17.7M. The position accounts for 0.43% of the portfolio, ranked #30.

Plancorp LLC 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.

Plancorp LLC held 214,260 shares of Dimensional World Equity ETF worth $17.7M as of Q2 2026.
Plancorp LLC bought 39,145 Dimensional World Equity ETF shares in Q2 2026, an estimated $3.16M.
Dimensional World Equity ETF made up 0.43% of Plancorp LLC's portfolio in Q2 2026, its #30 holding.
Plancorp LLC 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 Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.