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Syverson Strege & Co’s Dimensional World Equity ETF DFAW Stock Holding History

Syverson Strege & Co’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 		$2.09M Sell
25,236
-934
-4% -$75.4K 0.46% 26
2026
Q1 		$1.93M Sell
26,170
-2,964
-10% -$226K 0.46% 24
2025
Q4 		$2.16M Sell
29,134
-797
-3% -$58K 0.51% 23
2025
Q3 		$2.15M Sell
29,931
-6,905
-19% -$480K 0.52% 23
2025
Q2 		$2.47M Buy
36,836
+645
+2% +$40.4K 0.58% 23
2025
Q1 		$2.22M Sell
36,191
-294
-0.8% -$18.6K 0.71% 16
2024
Q4 		$2.28M Sell
36,485
-482
-1% -$30.8K 0.76% 14
2024
Q3 		$2.35M Sell
36,967
-1,541
-4% -$94K 0.79% 14
2024
Q2 		$2.29M Sell
38,508
-942
-2% -$55.2K 0.78% 15
2024
Q1 		$2.33M Buy
39,450
+24,942
+172% +$1.4M 0.84% 15
2023
Q4 		$797K Buy
+14,508
New +$740K 0.31% 30

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 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
PL
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Syverson Strege & Co's DFAW Position: Q2 2026 in Review

Syverson Strege & Co reduced its Dimensional World Equity ETF (DFAW) stake by 3.6% in Q2 2026, selling an estimated $75.4K and leaving 25,236 shares worth $2.09M. The position accounts for 0.46% of the portfolio, ranked #26.

Syverson Strege & Co first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.47M in Q2 2025. 213 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Syverson Strege & Co held 25,236 shares of Dimensional World Equity ETF worth $2.09M as of Q2 2026.
  • Syverson Strege & Co sold 934 Dimensional World Equity ETF shares in Q2 2026, an estimated $75.4K.
  • Dimensional World Equity ETF made up 0.46% of Syverson Strege & Co's portfolio in Q2 2026, its #26 holding.
  • Syverson Strege & Co first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Syverson Strege & Co's Dimensional World Equity ETF position peaked at $2.47M in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.