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Waverly Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

Waverly 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 		$40.7K Buy
492
+3
+0.6% +$242 ﹤0.01% 1711
2026
Q1 		$36.1K Buy
489
+1
+0.2% +$76 ﹤0.01% 1574
2025
Q4 		$36.1K Buy
+488
New +$35.5K ﹤0.01% 1450

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 $14.2B AUM 18.33% 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

Waverly Advisors's DFAW Position: Q2 2026 in Review

Waverly Advisors increased its Dimensional World Equity ETF (DFAW) stake by 0.61% in Q2 2026, buying an estimated $242 and bringing the position to 492 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Waverly Advisors first reported a position in DFAW in Q4 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Waverly Advisors held 492 shares of Dimensional World Equity ETF worth $40.7K as of Q2 2026.
  • Waverly Advisors bought 3 Dimensional World Equity ETF shares in Q2 2026, an estimated $242.
  • Dimensional World Equity ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1711 holding.
  • Waverly Advisors first reported a position in Dimensional World Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.