Strategic Investment Solutions’s Dimensional World Equity ETF DFAW Stock Holding History

Strategic Investment Solutions’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	$21M	Sell	253,320 -27,445	-10%	-$2.21M	4.8%	3
2026 Q1	$20.7M	Sell	280,765 -1,790	-0.6%	-$136K	5%	2
2025 Q4	$21M	Buy	282,555 +43,689	+18%	+$3.18M	5.04%	2
2025 Q3	$17.2M	Buy	238,866 +18,623	+8%	+$1.3M	4.54%	3
2025 Q2	$14.8M	Sell	220,243 -106,662	-33%	-$6.68M	4.48%	3
2025 Q1	$20M	Buy	326,905 +113,709	+53%	+$7.2M	5.82%	3
2024 Q4	$12.9M	Sell	213,196 -37,008	-15%	-$2.37M	4.3%	7
2024 Q3	$15.9M	Buy	250,204 +14,471	+6%	+$883K	4.76%	5
2024 Q2	$14.5M	Buy	+235,733	New	+$13.8M	4.68%	6
2023 Q4	$6.93M	Buy	126,244 +126,226	+701,256%	+$6.44M	1.2%	20
2023 Q3	$895	Buy	+18	New	+$894	﹤0.01%	701

Other funds holding DFAW

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return