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Trust Company’s Dimensional World Equity ETF DFAW Stock Holding History

Trust Company’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 		$157K Hold
1,910
– – 0.01% 201
2026
Q2 		$158K Hold
1,910
– – 0.01% 186
2026
Q1 		$141K Hold
1,910
– – 0.01% 201
2025
Q4 		$141K Buy
+1,910
New +$139K 0.01% 198

Other funds holding DFAW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Trust Company's DFAW Position: Q3 2026 in Review

Trust Company held its Dimensional World Equity ETF (DFAW) position steady in Q3 2026 at 1,910 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #201.

Trust Company first reported a position in DFAW in Q4 2025 and has held it in 4 quarters since. The position peaked at $158K in Q2 2026. 10 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

  • Trust Company held 1,910 shares of Dimensional World Equity ETF worth $157K as of Q3 2026.
  • Trust Company left its Dimensional World Equity ETF share count unchanged in Q3 2026.
  • Dimensional World Equity ETF made up 0.01% of Trust Company's portfolio in Q3 2026, its #201 holding.
  • Trust Company first reported a position in Dimensional World Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Dimensional World Equity ETF position peaked at $158K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.