SFA
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Sequoia Financial Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Sequoia 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
2025
Q4 		– Sell
-3,021
Closed -$217K – 1945
2025
Q3 		$217K Buy
+3,021
New +$210K ﹤0.01% 1590

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 $14.2B AUM 18.33% 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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
MWM
McMill Wealth Management Norfolk, Nebraska $417M AUM 12.55% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Sequoia Financial Advisors's DFAW Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of Dimensional World Equity ETF (DFAW) in Q4 2025, closing a stake of 3,021 shares — an estimated $217K sold.

Sequoia Financial Advisors first reported a position in DFAW in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 190 funds tracked by Wall St. Rank hold DFAW as of Q4 2025.

  • Sequoia Financial Advisors reported no remaining Dimensional World Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,021 Dimensional World Equity ETF shares in Q4 2025, an estimated $217K.
  • Sequoia Financial Advisors first reported a position in Dimensional World Equity ETF in Q3 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's Dimensional World Equity ETF position peaked at $217K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.