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Sivia Capital Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Sivia Capital Partners’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 		$28.3M Buy
341,600
+211,802
+163% +$17.1M 3.44% 4
2026
Q1 		$9.58M Sell
129,798
-33,751
-21% -$2.57M 1.86% 7
2025
Q4 		$12.1M Buy
163,549
+4,832
+3% +$352K 2.45% 6
2025
Q3 		$11.4M Buy
158,717
+5,894
+4% +$410K 3.22% 6
2025
Q2 		$10.3M Buy
152,823
+8,575
+6% +$537K 3.49% 5
2025
Q1 		$8.84M Sell
144,248
-9,087
-6% -$575K 4.13% 4
2024
Q4 		$9.58M Buy
153,335
+14,023
+10% +$896K 4.76% 5
2024
Q3 		$8.84M Buy
139,312
+29,252
+27% +$1.78M 5.22% 4
2024
Q2 		$6.55M Buy
110,060
+6,127
+6% +$359K 4.38% 5
2024
Q1 		$6.15M Buy
103,933
+6,658
+7% +$374K 4.18% 6
2023
Q4 		$5.34M Buy
+97,275
New +$4.96M 4.07% 5

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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
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
PL
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
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

Sivia Capital Partners's DFAW Position: Q2 2026 in Review

Sivia Capital Partners increased its Dimensional World Equity ETF (DFAW) stake by 163% in Q2 2026, buying an estimated $17.1M and bringing the position to 341,600 shares worth $28.3M. The position accounts for 3.44% of the portfolio, ranked #4.

Sivia Capital Partners first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 67 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Sivia Capital Partners held 341,600 shares of Dimensional World Equity ETF worth $28.3M as of Q2 2026.
  • Sivia Capital Partners bought 211,802 Dimensional World Equity ETF shares in Q2 2026, an estimated $17.1M.
  • Dimensional World Equity ETF made up 3.44% of Sivia Capital Partners's portfolio in Q2 2026, its #4 holding.
  • Sivia Capital Partners first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 67 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.