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

Visionary 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	$911K	Buy	10,998 +1,228	+13%	+$99.1K	0.04%	325
2026 Q1	$721K	Buy	9,770 +316	+3%	+$24.1K	0.03%	333
2025 Q4	$699K	Buy	9,454 +640	+7%	+$46.6K	0.03%	320
2025 Q3	$633K	Buy	8,814 +2,323	+36%	+$162K	0.03%	346
2025 Q2	$435K	Buy	6,491 +2,899	+81%	+$181K	0.02%	384
2025 Q1	$220K	Buy	+3,592	New	+$227K	0.01%	508

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

Visionary Wealth Advisors's DFAW Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Dimensional World Equity ETF (DFAW) stake by 13% in Q2 2026, buying an estimated $99.1K and bringing the position to 10,998 shares worth $911K. The position accounts for 0.04% of the portfolio, ranked #325.

Visionary Wealth Advisors first reported a position in DFAW in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Visionary Wealth Advisors held 10,998 shares of Dimensional World Equity ETF worth $911K as of Q2 2026.
Visionary Wealth Advisors bought 1,228 Dimensional World Equity ETF shares in Q2 2026, an estimated $99.1K.
Dimensional World Equity ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #325 holding.
Visionary Wealth Advisors first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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