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Summit Financial Strategies’s Dimensional World Equity ETF DFAW Stock Holding History

Summit Financial Strategies’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
2025
Q1 		– Sell
-3,208
Closed -$200K – 151
2024
Q4 		$200K Hold
3,208
– – 0.02% 141
2024
Q3 		$204K Buy
+3,208
New +$196K 0.02% 140

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $516M AUM 36.09% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $272M AUM 18.15% 1-Year Est. Return

Summit Financial Strategies's DFAW Position: Q1 2025 in Review

Summit Financial Strategies sold out of Dimensional World Equity ETF (DFAW) in Q1 2025, closing a stake of 3,208 shares — an estimated $200K sold.

Summit Financial Strategies first reported a position in DFAW in Q3 2024 and held it in 2 quarters. The position peaked at $204K in Q3 2024. 139 funds tracked by Wall St. Rank hold DFAW as of Q1 2025.

  • Summit Financial Strategies reported no remaining Dimensional World Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Summit Financial Strategies sold 3,208 Dimensional World Equity ETF shares in Q1 2025, an estimated $200K.
  • Summit Financial Strategies first reported a position in Dimensional World Equity ETF in Q3 2024 and held it in 2 quarters.
  • Summit Financial Strategies's Dimensional World Equity ETF position peaked at $204K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2025.

Based on Summit Financial Strategies's 13F filing for Q1 2025, filed 12 May 2025.