Savvy Advisors Inc’s Dimensional World Equity ETF DFAW Stock Holding History

Savvy Advisors Inc’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	$1.34M	Buy	16,135 +2,394	+17%	+$193K	0.03%	437
2026 Q1	$1.01M	Buy	13,741 +2,553	+23%	+$194K	0.03%	425
2025 Q4	$828K	Buy	11,188 +1,793	+19%	+$130K	0.03%	408
2025 Q3	$675K	Buy	9,395 +2,448	+35%	+$170K	0.03%	355
2025 Q2	$466K	Buy	6,947 +2,288	+49%	+$143K	0.03%	371
2025 Q1	$286K	Buy	+4,659	New	+$295K	0.03%	404

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

Savvy Advisors Inc's DFAW Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dimensional World Equity ETF (DFAW) stake by 17% in Q2 2026, buying an estimated $193K and bringing the position to 16,135 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #437.

Savvy Advisors Inc first reported a position in DFAW in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Savvy Advisors Inc held 16,135 shares of Dimensional World Equity ETF worth $1.34M as of Q2 2026.
Savvy Advisors Inc bought 2,394 Dimensional World Equity ETF shares in Q2 2026, an estimated $193K.
Dimensional World Equity ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #437 holding.
Savvy Advisors Inc first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.