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 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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 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

Root Financial Partners's DFAW Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional World Equity ETF (DFAW) stake by 2.6% in Q1 2026, buying an estimated $12.3K and bringing the position to 6,423 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #171.

Root Financial Partners first reported a position in DFAW in Q4 2023 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Root Financial Partners held 6,423 shares of Dimensional World Equity ETF worth $474K as of Q1 2026.
Root Financial Partners bought 162 Dimensional World Equity ETF shares in Q1 2026, an estimated $12.3K.
Dimensional World Equity ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #171 holding.
Root Financial Partners first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 10 quarters since.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.