Tilson Financial Group’s Dimensional World Equity ETF DFAW Stock Holding History

Tilson Financial Group’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	$560K	Buy	6,768 +430	+7%	+$34.7K	0.15%	56
2026 Q1	$468K	Sell	6,338 -4,204	-40%	-$320K	0.14%	58
2025 Q4	$780K	Buy	10,542 +5,176	+96%	+$377K	0.24%	41
2025 Q3	$386K	Buy	5,366 +443	+9%	+$30.8K	0.13%	58
2025 Q2	$330K	Buy	4,923 +317	+7%	+$19.8K	0.12%	58
2025 Q1	$282K	Buy	4,606 +1,122	+32%	+$71K	0.11%	63
2024 Q4	$218K	Sell	3,484 -643	-16%	-$41.1K	0.09%	69
2024 Q3	$262K	Buy	4,127 +775	+23%	+$47.3K	0.11%	64
2024 Q2	$200K	Buy	+3,352	New	+$197K	0.2%	37

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

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

Tilson Financial Group's DFAW Position: Q2 2026 in Review

Tilson Financial Group increased its Dimensional World Equity ETF (DFAW) stake by 6.8% in Q2 2026, buying an estimated $34.7K and bringing the position to 6,768 shares worth $560K. The position accounts for 0.15% of the portfolio, ranked #56.

Tilson Financial Group first reported a position in DFAW in Q2 2024 and has held it in 9 quarters since. The position peaked at $780K in Q4 2025. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Tilson Financial Group held 6,768 shares of Dimensional World Equity ETF worth $560K as of Q2 2026.
Tilson Financial Group bought 430 Dimensional World Equity ETF shares in Q2 2026, an estimated $34.7K.
Dimensional World Equity ETF made up 0.15% of Tilson Financial Group's portfolio in Q2 2026, its #56 holding.
Tilson Financial Group first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 9 quarters since.
Tilson Financial Group's Dimensional World Equity ETF position peaked at $780K in Q4 2025.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.