Tortoise Investment Management’s Dimensional World Equity ETF DFAW Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-13	Closed	-$934	–	536
2025 Q3	$934	Hold	13	–	–	﹤0.01%	1055
2025 Q2	$872	Hold	13	–	–	﹤0.01%	1006
2025 Q1	$797	Hold	13	–	–	﹤0.01%	764
2024 Q4	$812	Hold	13	–	–	﹤0.01%	814
2024 Q3	$825	Buy	+13	New	+$793	﹤0.01%	823

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 $14.2B AUM 18.33% 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

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

MWM

McMill Wealth Management Norfolk, Nebraska $417M AUM 12.55% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Tortoise Investment Management's DFAW Position: Q4 2025 in Review

Tortoise Investment Management sold out of Dimensional World Equity ETF (DFAW) in Q4 2025, closing a stake of 13 shares — an estimated $934 sold.

Tortoise Investment Management first reported a position in DFAW in Q3 2024 and held it in 5 quarters. The position peaked at $934 in Q3 2025. 190 funds tracked by Wall St. Rank hold DFAW as of Q4 2025.

Tortoise Investment Management reported no remaining Dimensional World Equity ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 13 Dimensional World Equity ETF shares in Q4 2025, an estimated $934.
Tortoise Investment Management first reported a position in Dimensional World Equity ETF in Q3 2024 and held it in 5 quarters.
Tortoise Investment Management's Dimensional World Equity ETF position peaked at $934 in Q3 2025.
190 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.