SC&H Financial Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

SC&H Financial Advisors’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	$4.23M	Buy	51,130 +1,973	+4%	+$159K	0.56%	27
2026 Q1	$3.63M	Buy	49,157 +6,370	+15%	+$485K	0.55%	27
2025 Q4	$3.17M	Buy	42,787 +7,034	+20%	+$512K	0.49%	28
2025 Q3	$2.57M	Sell	35,753 -1,443	-4%	-$100K	0.42%	32
2025 Q2	$2.5M	Buy	37,196 +12,767	+52%	+$799K	0.43%	32
2025 Q1	$1.5M	Buy	24,429 +14,884	+156%	+$942K	0.29%	48
2024 Q4	$596K	Buy	9,545 +3,722	+64%	+$238K	0.12%	86
2024 Q3	$370K	Buy	5,823 +434	+8%	+$26.5K	0.08%	106
2024 Q2	$321K	Buy	5,389 +1,679	+45%	+$98.4K	0.08%	110
2024 Q1	$219K	Buy	+3,710	New	+$208K	0.06%	134

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

SC&H Financial Advisors's DFAW Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional World Equity ETF (DFAW) stake by 4% in Q2 2026, buying an estimated $159K and bringing the position to 51,130 shares worth $4.23M. The position accounts for 0.56% of the portfolio, ranked #27.

SC&H Financial Advisors first reported a position in DFAW in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

SC&H Financial Advisors held 51,130 shares of Dimensional World Equity ETF worth $4.23M as of Q2 2026.
SC&H Financial Advisors bought 1,973 Dimensional World Equity ETF shares in Q2 2026, an estimated $159K.
Dimensional World Equity ETF made up 0.56% of SC&H Financial Advisors's portfolio in Q2 2026, its #27 holding.
SC&H Financial Advisors first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 10 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.