WW
DFAW icon

Waterfront Wealth’s Dimensional World Equity ETF DFAW Stock Holding History

Waterfront Wealth’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 		$995K Buy
12,029
+1,615
+16% +$130K 0.15% 169
2026
Q1 		$768K Buy
10,414
+301
+3% +$22.9K 0.14% 176
2025
Q4 		$777K Buy
10,113
+909
+10% +$66.1K 0.15% 170
2025
Q3 		$661K Buy
9,204
+607
+7% +$42.2K 0.14% 177
2025
Q2 		$577K Buy
8,597
+4,403
+105% +$276K 0.13% 180
2025
Q1 		$257K Buy
+4,194
New +$266K 0.06% 233

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

Waterfront Wealth's DFAW Position: Q2 2026 in Review

Waterfront Wealth increased its Dimensional World Equity ETF (DFAW) stake by 16% in Q2 2026, buying an estimated $130K and bringing the position to 12,029 shares worth $995K. The position accounts for 0.15% of the portfolio, ranked #169.

Waterfront Wealth 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.

  • Waterfront Wealth held 12,029 shares of Dimensional World Equity ETF worth $995K as of Q2 2026.
  • Waterfront Wealth bought 1,615 Dimensional World Equity ETF shares in Q2 2026, an estimated $130K.
  • Dimensional World Equity ETF made up 0.15% of Waterfront Wealth's portfolio in Q2 2026, its #169 holding.
  • Waterfront Wealth 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 Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.