SB Capital Management’s Dimensional World Equity ETF DFAW Stock Holding History

SB Capital Management’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
2025 Q4	$430K	Buy	+5,808	New	+$423K	0.16%	75

Other funds holding DFAW

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

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $417M AUM 12.55% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SB Capital Management's DFAW Position: Q4 2025 in Review

SB Capital Management opened a new position in Dimensional World Equity ETF (DFAW) in Q4 2025: 5,808 shares worth $430K. The stake represents 0.16% of the portfolio and ranks #75 among its holdings.

189 funds tracked by Wall St. Rank hold DFAW as of Q4 2025.

SB Capital Management held 5,808 shares of Dimensional World Equity ETF worth $430K as of Q4 2025.
Dimensional World Equity ETF was a new SB Capital Management position in Q4 2025.
Dimensional World Equity ETF made up 0.16% of SB Capital Management's portfolio in Q4 2025, its #75 holding.
189 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.