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 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 $777M AUM 13.71% 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 $743M AUM 17.45% 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 $224M AUM 18.8% 1-Year Est. Return

Tilson Financial Group's DFAW Position: Q1 2026 in Review

Tilson Financial Group reduced its Dimensional World Equity ETF (DFAW) stake by 40% in Q1 2026, selling an estimated $320K and leaving 6,338 shares worth $468K. The position accounts for 0.14% of the portfolio, ranked #58.

Tilson Financial Group first reported a position in DFAW in Q2 2024 and has held it in 8 quarters since. The position peaked at $780K in Q4 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Tilson Financial Group held 6,338 shares of Dimensional World Equity ETF worth $468K as of Q1 2026.
Tilson Financial Group sold 4,204 Dimensional World Equity ETF shares in Q1 2026, an estimated $320K.
Dimensional World Equity ETF made up 0.14% of Tilson Financial Group's portfolio in Q1 2026, its #58 holding.
Tilson Financial Group first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 8 quarters since.
Tilson Financial Group's Dimensional World Equity ETF position peaked at $780K in Q4 2025.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.