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Prime Capital Investment Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Prime Capital 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
2025
Q2 		– Sell
-53,703
Closed -$3.29M – 994
2025
Q1 		$3.29M Buy
+53,703
New +$3.4M 0.04% 289

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Prime Capital Investment Advisors's DFAW Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Dimensional World Equity ETF (DFAW) in Q2 2025, closing a stake of 53,703 shares — an estimated $3.29M sold.

Prime Capital Investment Advisors first reported a position in DFAW in Q1 2025 and held it in 1 quarter. The position peaked at $3.29M in Q1 2025. 148 funds tracked by Wall St. Rank hold DFAW as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining Dimensional World Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 53,703 Dimensional World Equity ETF shares in Q2 2025, an estimated $3.29M.
  • Prime Capital Investment Advisors first reported a position in Dimensional World Equity ETF in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Dimensional World Equity ETF position peaked at $3.29M in Q1 2025.
  • 148 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.