Raymond James Financial
DFAW icon

Raymond James Financial’s Dimensional World Equity ETF DFAW Stock Holding History

Raymond James Financial’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 		$1.95M Buy
26,475
+3,076
+13% +$234K ﹤0.01% 3379
2025
Q4 		$1.73M Buy
23,399
+5,489
+31% +$399K ﹤0.01% 3385
2025
Q3 		$1.29M Sell
17,910
-6,314
-26% -$439K ﹤0.01% 3518
2025
Q2 		$1.62M Sell
24,224
-22,711
-48% -$1.42M ﹤0.01% 3251
2025
Q1 		$2.88M Buy
+46,935
New +$2.97M ﹤0.01% 2722

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
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
PL
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

Raymond James Financial's DFAW Position: Q1 2026 in Review

Raymond James Financial increased its Dimensional World Equity ETF (DFAW) stake by 13% in Q1 2026, buying an estimated $234K and bringing the position to 26,475 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3379.

Raymond James Financial first reported a position in DFAW in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.88M in Q1 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • Raymond James Financial held 26,475 shares of Dimensional World Equity ETF worth $1.95M as of Q1 2026.
  • Raymond James Financial bought 3,076 Dimensional World Equity ETF shares in Q1 2026, an estimated $234K.
  • Dimensional World Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3379 holding.
  • Raymond James Financial first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Dimensional World Equity ETF position peaked at $2.88M in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.