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

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 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

BWIA

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

Strategic Investment Solutions's DFAW Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Dimensional World Equity ETF (DFAW) stake by 9.8% in Q2 2026, selling an estimated $2.21M and leaving 253,320 shares worth $21M. The position accounts for 4.8% of the portfolio, ranked #3.

Strategic Investment Solutions first reported a position in DFAW in Q3 2023 and has held it in 11 quarters since. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Strategic Investment Solutions held 253,320 shares of Dimensional World Equity ETF worth $21M as of Q2 2026.
Strategic Investment Solutions sold 27,445 Dimensional World Equity ETF shares in Q2 2026, an estimated $2.21M.
Dimensional World Equity ETF made up 4.8% of Strategic Investment Solutions's portfolio in Q2 2026, its #3 holding.
Strategic Investment Solutions first reported a position in Dimensional World Equity ETF in Q3 2023 and has held it in 11 quarters since.
214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.