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Red Lighthouse Investment Management’s Dimensional World Equity ETF DFAW Stock Holding History

Red Lighthouse Investment Management’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 		$207K Buy
+2,496
New +$201K 0.06% 85
2026
Q1 		– Sell
-2,342
Closed -$173K – 88
2025
Q4 		$173K Buy
2,342
+874
+60% +$63.6K 0.06% 59
2025
Q3 		$105K Buy
1,468
+391
+36% +$27.2K 0.04% 89
2025
Q2 		$72.2K Buy
1,077
+537
+99% +$33.6K 0.03% 94
2025
Q1 		$31.9K Sell
540
-494
-48% -$31.3K 0.01% 97
2024
Q4 		$64.6K Buy
1,034
+365
+55% +$23.3K 0.03% 91
2024
Q3 		$42.5K Hold
669
– – 0.02% 96
2024
Q2 		$39.8K Buy
669
+129
+24% +$7.56K 0.02% 94
2024
Q1 		$31.9K Buy
+540
New +$30.3K 0.01% 97

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

Red Lighthouse Investment Management's DFAW Position: Q2 2026 in Review

Red Lighthouse Investment Management opened a new position in Dimensional World Equity ETF (DFAW) in Q2 2026: 2,496 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #85 among its holdings. This is a return to the name: Red Lighthouse Investment Management previously reported a position in DFAW as recently as Q4 2025.

Red Lighthouse Investment Management first reported a position in DFAW in Q1 2024 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Red Lighthouse Investment Management held 2,496 shares of Dimensional World Equity ETF worth $207K as of Q2 2026.
  • Dimensional World Equity ETF was a new Red Lighthouse Investment Management position in Q2 2026.
  • Dimensional World Equity ETF made up 0.06% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #85 holding.
  • Red Lighthouse Investment Management first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.