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Strathmore Capital Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Strathmore Capital Advisors’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 		$8.62M Buy
108,243
+22,151
+26% +$1.69M 2.44% 7
2025
Q4 		$6.37M Buy
86,092
+23,345
+37% +$1.7M 2.09% 7
2025
Q3 		$4.51M Buy
62,747
+5,161
+9% +$359K 1.85% 8
2025
Q2 		$3.91M Buy
+57,586
New +$3.6M 1.73% 8
2024
Q4 		$486K Buy
+7,784
New +$498K 0.35% 21

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIS
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

Strathmore Capital Advisors's DFAW Position: Q1 2026 in Review

Strathmore Capital Advisors increased its Dimensional World Equity ETF (DFAW) stake by 26% in Q1 2026, buying an estimated $1.69M and bringing the position to 108,243 shares worth $8.62M. The position accounts for 2.44% of the portfolio, ranked #7.

Strathmore Capital Advisors first reported a position in DFAW in Q4 2024 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • Strathmore Capital Advisors held 108,243 shares of Dimensional World Equity ETF worth $8.62M as of Q1 2026.
  • Strathmore Capital Advisors bought 22,151 Dimensional World Equity ETF shares in Q1 2026, an estimated $1.69M.
  • Dimensional World Equity ETF made up 2.44% of Strathmore Capital Advisors's portfolio in Q1 2026, its #7 holding.
  • Strathmore Capital Advisors first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • 201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.