Smith Anglin Financial’s Dimensional World Equity ETF DFAW Stock Holding History

Smith Anglin Financial’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 Q2	$244K	Buy	3,639 +20	+0.6%	+$1.25K	0.02%	180
2025 Q1	$222K	Buy	3,619 +8	+0.2%	+$506	0.02%	187
2024 Q4	$226K	Buy	3,611 +17	+0.5%	+$1.09K	0.02%	190
2024 Q3	$228K	Hold	3,594	–	–	0.02%	181
2024 Q2	$214K	Hold	3,594	–	–	0.02%	180
2024 Q1	$213K	Buy	+3,594	New	+$202K	0.02%	180

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

WMN

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

DPW

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

SIS

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

APG

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

SIM

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

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

SCP

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

Smith Anglin Financial's DFAW Position: Q2 2025 in Review

Smith Anglin Financial increased its Dimensional World Equity ETF (DFAW) stake by 0.55% in Q2 2025, buying an estimated $1.25K and bringing the position to 3,639 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #180.

Smith Anglin Financial first reported a position in DFAW in Q1 2024 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold DFAW as of Q2 2025.

Smith Anglin Financial held 3,639 shares of Dimensional World Equity ETF worth $244K as of Q2 2025.
Smith Anglin Financial bought 20 Dimensional World Equity ETF shares in Q2 2025, an estimated $1.25K.
Dimensional World Equity ETF made up 0.02% of Smith Anglin Financial's portfolio in Q2 2025, its #180 holding.
Smith Anglin Financial first reported a position in Dimensional World Equity ETF in Q1 2024 and has held it in 6 quarters since.
148 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.