Porter White Investment Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Porter White Investment 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	–	Sell	-3,015	Closed	-$223K	–	41
2025 Q4	$223K	Sell	3,015 -322	-10%	-$23.4K	0.09%	36
2025 Q3	$240K	Buy	3,337 +7	+0.2%	+$487	0.1%	34
2025 Q2	$223K	Buy	3,330 +13	+0.4%	+$814	0.1%	36
2025 Q1	$203K	Buy	3,317 +5	+0.2%	+$317	0.1%	34
2024 Q4	$207K	Sell	3,312 -325	-9%	-$20.8K	0.1%	32
2024 Q3	$231K	Buy	3,637 +13	+0.4%	+$793	0.12%	32
2024 Q2	$216K	Buy	3,624 +18	+0.5%	+$1.05K	0.12%	32
2024 Q1	$213K	Sell	3,606 -75	-2%	-$4.21K	0.11%	31
2023 Q4	$202K	Buy	+3,681	New	+$188K	0.13%	29

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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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 $809M AUM 21.71% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

Porter White Investment Advisors's DFAW Position: Q1 2026 in Review

Porter White Investment Advisors sold out of Dimensional World Equity ETF (DFAW) in Q1 2026, closing a stake of 3,015 shares — an estimated $223K sold.

Porter White Investment Advisors first reported a position in DFAW in Q4 2023 and held it in 9 quarters. The position peaked at $240K in Q3 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Porter White Investment Advisors reported no remaining Dimensional World Equity ETF position as of Q1 2026 after selling out during the quarter.
Porter White Investment Advisors sold 3,015 Dimensional World Equity ETF shares in Q1 2026, an estimated $223K.
Porter White Investment Advisors first reported a position in Dimensional World Equity ETF in Q4 2023 and held it in 9 quarters.
Porter White Investment Advisors's Dimensional World Equity ETF position peaked at $240K in Q3 2025.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Porter White Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.