Sterling Wealth Management’s Dimensional World Equity ETF DFAW Stock Holding History

Sterling Wealth Management’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	$2M	Sell	24,139 -730	-3%	-$58.9K	0.5%	31
2026 Q1	$1.83M	Buy	24,869 +5,143	+26%	+$392K	0.5%	30
2025 Q4	$1.46M	Sell	19,726 -1,293	-6%	-$94.1K	0.42%	32
2025 Q3	$1.51M	Buy	21,019 +3,031	+17%	+$211K	0.46%	35
2025 Q2	$1.21M	Buy	+17,988	New	+$1.13M	0.41%	36
2024 Q4	$832K	Buy	13,322 +3,474	+35%	+$222K	0.31%	43
2024 Q3	$625K	Buy	9,848 +5,263	+115%	+$321K	0.23%	53
2024 Q2	$273K	Buy	+4,585	New	+$269K	0.13%	86

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

Sterling Wealth Management's DFAW Position: Q2 2026 in Review

Sterling Wealth Management reduced its Dimensional World Equity ETF (DFAW) stake by 2.9% in Q2 2026, selling an estimated $58.9K and leaving 24,139 shares worth $2M. The position accounts for 0.5% of the portfolio, ranked #31.

Sterling Wealth Management first reported a position in DFAW in Q2 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Sterling Wealth Management held 24,139 shares of Dimensional World Equity ETF worth $2M as of Q2 2026.
Sterling Wealth Management sold 730 Dimensional World Equity ETF shares in Q2 2026, an estimated $58.9K.
Dimensional World Equity ETF made up 0.5% of Sterling Wealth Management's portfolio in Q2 2026, its #31 holding.
Sterling Wealth Management first reported a position in Dimensional World Equity ETF in Q2 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 Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.