Safeguard Investment Advisory Group’s Dimensional World Equity ETF DFAW Stock Holding History

Safeguard Investment Advisory Group’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	$217K	Buy	+2,625	New	+$212K	0.05%	161
2026 Q1	–	Sell	-2,734	Closed	-$202K	–	146
2025 Q4	$202K	Buy	+2,734	New	+$199K	0.05%	140
2025 Q3	–	Sell	-3,070	Closed	-$206K	–	153
2025 Q2	$206K	Sell	3,070 -1,011	-25%	-$63.3K	0.05%	134
2025 Q1	$250K	Buy	4,081 +735	+22%	+$46.5K	0.07%	112
2024 Q4	$209K	Sell	3,346 -917	-22%	-$58.6K	0.06%	108
2024 Q3	$271K	Buy	4,263 +57	+1%	+$3.48K	0.08%	87
2024 Q2	$251K	Buy	+4,206	New	+$247K	0.08%	86

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

Safeguard Investment Advisory Group's DFAW Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in Dimensional World Equity ETF (DFAW) in Q2 2026: 2,625 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in DFAW as recently as Q4 2025.

Safeguard Investment Advisory Group first reported a position in DFAW in Q2 2024 and has held it in 7 quarters since. The position peaked at $271K in Q3 2024. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Safeguard Investment Advisory Group held 2,625 shares of Dimensional World Equity ETF worth $217K as of Q2 2026.
Dimensional World Equity ETF was a new Safeguard Investment Advisory Group position in Q2 2026.
Dimensional World Equity ETF made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #161 holding.
Safeguard Investment Advisory Group first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 7 quarters since.
Safeguard Investment Advisory Group's Dimensional World Equity ETF position peaked at $271K in Q3 2024.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.