Royal Harbor Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Royal Harbor 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	$10.2M	Sell	123,069 -1,181	-1%	-$95.3K	3.16%	10
2026 Q1	$9.17M	Buy	124,250 +6,167	+5%	+$470K	3.1%	13
2025 Q4	$8.74M	Buy	118,083 +8,574	+8%	+$624K	2.89%	14
2025 Q3	$7.87M	Buy	109,509 +6,877	+7%	+$478K	2.67%	14
2025 Q2	$6.88M	Buy	+102,632	New	+$6.42M	2.52%	15

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Harbor Partners's DFAW Position: Q2 2026 in Review

Royal Harbor Partners reduced its Dimensional World Equity ETF (DFAW) stake by 0.95% in Q2 2026, selling an estimated $95.3K and leaving 123,069 shares worth $10.2M. The position accounts for 3.16% of the portfolio, ranked #10.

Royal Harbor Partners first reported a position in DFAW in Q2 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Royal Harbor Partners held 123,069 shares of Dimensional World Equity ETF worth $10.2M as of Q2 2026.
Royal Harbor Partners sold 1,181 Dimensional World Equity ETF shares in Q2 2026, an estimated $95.3K.
Dimensional World Equity ETF made up 3.16% of Royal Harbor Partners's portfolio in Q2 2026, its #10 holding.
Royal Harbor Partners first reported a position in Dimensional World Equity ETF in Q2 2025 and has held it in 5 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.