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 Q3	$576K	Buy	6,996 +228	+3%	+$19.2K	0.16%	60
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Tilson Financial Group's DFAW Position: Q3 2026 in Review

Tilson Financial Group increased its Dimensional World Equity ETF (DFAW) stake by 3.4% in Q3 2026, buying an estimated $19.2K and bringing the position to 6,996 shares worth $576K. The position accounts for 0.16% of the portfolio, ranked #60.

Tilson Financial Group first reported a position in DFAW in Q2 2024 and has held it in 10 quarters since. The position peaked at $780K in Q4 2025. 158 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

Tilson Financial Group held 6,996 shares of Dimensional World Equity ETF worth $576K as of Q3 2026.
Tilson Financial Group bought 228 Dimensional World Equity ETF shares in Q3 2026, an estimated $19.2K.
Dimensional World Equity ETF made up 0.16% of Tilson Financial Group's portfolio in Q3 2026, its #60 holding.
Tilson Financial Group first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 10 quarters since.
Tilson Financial Group's Dimensional World Equity ETF position peaked at $780K in Q4 2025.
158 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.