Vestia Personal Wealth Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Vestia Personal Wealth Advisors’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	$2.52M	Buy	30,422 +2,257	+8%	+$182K	0.98%	20
2026 Q1	$2.08M	Buy	28,165 +1,292	+5%	+$98.4K	0.98%	20
2025 Q4	$2.04M	Buy	26,873 +5,506	+26%	+$401K	1.04%	20
2025 Q3	$1.54M	Buy	21,367 +2,969	+16%	+$207K	0.89%	25
2025 Q2	$1.23M	Buy	18,398 +6,582	+56%	+$412K	0.85%	25
2025 Q1	$724K	Buy	11,816 +3,681	+45%	+$233K	0.57%	32
2024 Q4	$508K	Buy	8,135 +3,799	+88%	+$243K	0.42%	42
2024 Q3	$275K	Buy	+4,336	New	+$265K	0.26%	62

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 $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 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

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

Vestia Personal Wealth Advisors's DFAW Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional World Equity ETF (DFAW) stake by 8% in Q2 2026, buying an estimated $182K and bringing the position to 30,422 shares worth $2.52M. The position accounts for 0.98% of the portfolio, ranked #20.

Vestia Personal Wealth Advisors first reported a position in DFAW in Q3 2024 and has held it in 8 quarters since. 213 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Vestia Personal Wealth Advisors held 30,422 shares of Dimensional World Equity ETF worth $2.52M as of Q2 2026.
Vestia Personal Wealth Advisors bought 2,257 Dimensional World Equity ETF shares in Q2 2026, an estimated $182K.
Dimensional World Equity ETF made up 0.98% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 8 quarters since.
213 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.