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 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

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return