United Advisor Group’s Dimensional World Equity ETF DFAW Stock Holding History

United Advisor 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 Q2	$693K	Buy	+8,373	New	+$676K	0.07%	266

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 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 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Advisor Group's DFAW Position: Q2 2026 in Review

United Advisor Group opened a new position in Dimensional World Equity ETF (DFAW) in Q2 2026: 8,373 shares worth $693K. The stake represents 0.07% of the portfolio and ranks #266 among its holdings.

212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

United Advisor Group held 8,373 shares of Dimensional World Equity ETF worth $693K as of Q2 2026.
Dimensional World Equity ETF was a new United Advisor Group position in Q2 2026.
Dimensional World Equity ETF made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #266 holding.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.