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 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 $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 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

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

Syverson Strege & Co's DFAW Position: Q1 2026 in Review

Syverson Strege & Co reduced its Dimensional World Equity ETF (DFAW) stake by 10% in Q1 2026, selling an estimated $226K and leaving 26,170 shares worth $1.93M. The position accounts for 0.46% of the portfolio, ranked #24.

Syverson Strege & Co first reported a position in DFAW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.47M in Q2 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Syverson Strege & Co held 26,170 shares of Dimensional World Equity ETF worth $1.93M as of Q1 2026.
Syverson Strege & Co sold 2,964 Dimensional World Equity ETF shares in Q1 2026, an estimated $226K.
Dimensional World Equity ETF made up 0.46% of Syverson Strege & Co's portfolio in Q1 2026, its #24 holding.
Syverson Strege & Co first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 10 quarters since.
Syverson Strege & Co's Dimensional World Equity ETF position peaked at $2.47M in Q2 2025.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.