RFP
DFAW icon

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
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

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

Root Financial Partners's DFAW Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional World Equity ETF (DFAW) stake by 1.9% in Q2 2026, buying an estimated $10K and bringing the position to 6,547 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #186.

Root Financial Partners first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Root Financial Partners held 6,547 shares of Dimensional World Equity ETF worth $542K as of Q2 2026.
  • Root Financial Partners bought 124 Dimensional World Equity ETF shares in Q2 2026, an estimated $10K.
  • Dimensional World Equity ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #186 holding.
  • Root Financial Partners first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.