Shore Point Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Shore Point 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	$3.65M	Buy	44,121 +3,342	+8%	+$270K	1.25%	20
2026 Q1	$3.01M	Buy	40,779 +24,763	+155%	+$1.89M	1.19%	23
2025 Q4	$1.18M	Buy	16,016 +4,107	+34%	+$299K	0.5%	29
2025 Q3	$856K	Buy	11,909 +1,886	+19%	+$131K	0.38%	35
2025 Q2	$672K	Buy	10,023 +2,652	+36%	+$166K	0.32%	40
2025 Q1	$452K	Buy	7,371 +1,193	+19%	+$75.5K	0.24%	43
2024 Q4	$386K	Buy	6,178 +2,276	+58%	+$145K	0.21%	46
2024 Q3	$248K	Buy	+3,902	New	+$238K	0.13%	58

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

Shore Point Advisors's DFAW Position: Q2 2026 in Review

Shore Point Advisors increased its Dimensional World Equity ETF (DFAW) stake by 8.2% in Q2 2026, buying an estimated $270K and bringing the position to 44,121 shares worth $3.65M. The position accounts for 1.25% of the portfolio, ranked #20.

Shore Point Advisors first reported a position in DFAW in Q3 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Shore Point Advisors held 44,121 shares of Dimensional World Equity ETF worth $3.65M as of Q2 2026.
Shore Point Advisors bought 3,342 Dimensional World Equity ETF shares in Q2 2026, an estimated $270K.
Dimensional World Equity ETF made up 1.25% of Shore Point Advisors's portfolio in Q2 2026, its #20 holding.
Shore Point Advisors first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 8 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.