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 Q3	$1.13M	Buy	13,573 +1,544	+13%	+$130K	0.18%	152
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $355M AUM 16.79% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Waterfront Wealth's DFAW Position: Q3 2026 in Review

Waterfront Wealth increased its Dimensional World Equity ETF (DFAW) stake by 13% in Q3 2026, buying an estimated $130K and bringing the position to 13,573 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #152.

Waterfront Wealth first reported a position in DFAW in Q1 2025 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

Waterfront Wealth held 13,573 shares of Dimensional World Equity ETF worth $1.13M as of Q3 2026.
Waterfront Wealth bought 1,544 Dimensional World Equity ETF shares in Q3 2026, an estimated $130K.
Dimensional World Equity ETF made up 0.18% of Waterfront Wealth's portfolio in Q3 2026, its #152 holding.
Waterfront Wealth first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 7 quarters since.
138 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.