Warburton Capital Management’s Dimensional World Equity ETF DFAW Stock Holding History

Warburton Capital Management’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	$3.34M	Buy	40,371 +2,147	+6%	+$173K	1.36%	9
2026 Q1	$2.95M	Buy	38,224 +1,980	+5%	+$151K	1.44%	7
2025 Q4	$2.68M	Buy	36,244 +1,645	+5%	+$120K	1.51%	7
2025 Q3	$2.49M	Buy	34,599 +3,715	+12%	+$258K	1.5%	8
2025 Q2	$2.12M	Buy	30,884 +3,083	+11%	+$193K	1.25%	9
2025 Q1	$1.7M	Buy	27,801 +5,736	+26%	+$363K	1.23%	6
2024 Q4	$1.38M	Buy	+22,065	New	+$1.41M	1.03%	7

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

BWIA

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

Warburton Capital Management's DFAW Position: Q2 2026 in Review

Warburton Capital Management increased its Dimensional World Equity ETF (DFAW) stake by 5.6% in Q2 2026, buying an estimated $173K and bringing the position to 40,371 shares worth $3.34M. The position accounts for 1.36% of the portfolio, ranked #9.

Warburton Capital Management first reported a position in DFAW in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Warburton Capital Management held 40,371 shares of Dimensional World Equity ETF worth $3.34M as of Q2 2026.
Warburton Capital Management bought 2,147 Dimensional World Equity ETF shares in Q2 2026, an estimated $173K.
Dimensional World Equity ETF made up 1.36% of Warburton Capital Management's portfolio in Q2 2026, its #9 holding.
Warburton Capital Management first reported a position in Dimensional World Equity ETF in Q4 2024 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.