Verum Partners’s Dimensional World Equity ETF DFAW Stock Holding History

Verum Partners’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	$589K	Hold	7,112	–	–	0.09%	109
2026 Q1	$525K	Hold	7,112	–	–	0.1%	102
2025 Q4	$526K	Hold	7,112	–	–	0.11%	95
2025 Q3	$511K	Hold	7,112	–	–	0.11%	99
2025 Q2	$477K	Buy	+7,112	New	+$445K	0.11%	102

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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 $12.8B AUM 26.53% 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

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

APG

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

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

Verum Partners's DFAW Position: Q2 2026 in Review

Verum Partners held its Dimensional World Equity ETF (DFAW) position steady in Q2 2026 at 7,112 shares worth $589K. The position accounts for 0.09% of the portfolio, ranked #109.

Verum Partners first reported a position in DFAW in Q2 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Verum Partners held 7,112 shares of Dimensional World Equity ETF worth $589K as of Q2 2026.
Verum Partners left its Dimensional World Equity ETF share count unchanged in Q2 2026.
Dimensional World Equity ETF made up 0.09% of Verum Partners's portfolio in Q2 2026, its #109 holding.
Verum Partners first reported a position in Dimensional World Equity ETF in Q2 2025 and has held it in 5 quarters since.
60 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.