Root Financial Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Root Financial Partners’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 Q3	$540K	Buy	6,560 +13	+0.2%	+$1.09K	0.02%	213
2026 Q2	$542K	Buy	6,547 +124	+2%	+$10K	0.02%	186
2026 Q1	$474K	Buy	6,423 +162	+3%	+$12.3K	0.02%	171
2025 Q4	$463K	Hold	6,261	–	–	0.02%	175
2025 Q3	$450K	Sell	6,261 -425	-6%	-$29.6K	0.03%	159
2025 Q2	$448K	Sell	6,686 -303	-4%	-$19K	0.04%	137
2025 Q1	$428K	Hold	6,989	–	–	0.05%	123
2024 Q4	$437K	Hold	6,989	–	–	0.05%	124
2024 Q3	$444K	Buy	6,989 +3	+0%	+$183	0.07%	102
2024 Q2	$416K	Hold	6,986	–	–	0.1%	77
2024 Q1	$413K	Hold	6,986	–	–	0.12%	63
2023 Q4	$384K	Buy	+6,986	New	+$356K	0.14%	56

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Root Financial Partners's DFAW Position: Q3 2026 in Review

Root Financial Partners increased its Dimensional World Equity ETF (DFAW) stake by 0.2% in Q3 2026, buying an estimated $1.09K and bringing the position to 6,560 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #213.

Root Financial Partners first reported a position in DFAW in Q4 2023 and has held it in 12 quarters since. The position peaked at $542K in Q2 2026. 97 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

Root Financial Partners held 6,560 shares of Dimensional World Equity ETF worth $540K as of Q3 2026.
Root Financial Partners bought 13 Dimensional World Equity ETF shares in Q3 2026, an estimated $1.09K.
Dimensional World Equity ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #213 holding.
Root Financial Partners first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 12 quarters since.
Root Financial Partners's Dimensional World Equity ETF position peaked at $542K in Q2 2026.
97 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.