Total Wealth Planning’s Dimensional World Equity ETF DFAW Stock Holding History

Total Wealth Planning’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	-7,465	Closed	-$536K	–	52
2025 Q3	$536K	Sell	7,465 -2,338	-24%	-$163K	0.06%	75
2025 Q2	$658K	Sell	9,803 -1,184	-11%	-$74.1K	0.08%	67
2025 Q1	$673K	Buy	10,987 +1,796	+20%	+$114K	0.1%	55
2024 Q4	$574K	Buy	9,191 +3,676	+67%	+$235K	0.09%	60
2024 Q3	$350K	Sell	5,515 -2,361	-30%	-$144K	0.05%	75
2024 Q2	$491K	Buy	7,876 +1,292	+20%	+$75.7K	0.08%	67
2024 Q1	$389K	Buy	+6,584	New	+$370K	0.07%	72

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

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

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

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

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

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

Total Wealth Planning's DFAW Position: Q4 2025 in Review

Total Wealth Planning sold out of Dimensional World Equity ETF (DFAW) in Q4 2025, closing a stake of 7,465 shares — an estimated $536K sold.

Total Wealth Planning first reported a position in DFAW in Q1 2024 and held it in 7 quarters. The position peaked at $673K in Q1 2025. 190 funds tracked by Wall St. Rank hold DFAW as of Q4 2025.

Total Wealth Planning reported no remaining Dimensional World Equity ETF position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 7,465 Dimensional World Equity ETF shares in Q4 2025, an estimated $536K.
Total Wealth Planning first reported a position in Dimensional World Equity ETF in Q1 2024 and held it in 7 quarters.
Total Wealth Planning's Dimensional World Equity ETF position peaked at $673K in Q1 2025.
190 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.