Wealth Enhancement Advisory Services
DFAW icon

Wealth Enhancement Advisory Services’s Dimensional World Equity ETF DFAW Stock Holding History

Wealth Enhancement Advisory Services’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 		$291K Buy
+3,495
New +$282K ﹤0.01% 3237
2025
Q2 		– Sell
-4,701
Closed -$288K – 3410
2025
Q1 		$288K Sell
4,701
-291
-6% -$18.4K ﹤0.01% 2476
2024
Q4 		$312K Buy
4,992
+868
+21% +$55.5K ﹤0.01% 2356
2024
Q3 		$262K Buy
+4,124
New +$252K ﹤0.01% 2266

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Wealth Enhancement Advisory Services's DFAW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Dimensional World Equity ETF (DFAW) in Q2 2026: 3,495 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #3237 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in DFAW as recently as Q1 2025.

Wealth Enhancement Advisory Services first reported a position in DFAW in Q3 2024 and has held it in 4 quarters since. The position peaked at $312K in Q4 2024. 52 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,495 shares of Dimensional World Equity ETF worth $291K as of Q2 2026.
  • Dimensional World Equity ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Dimensional World Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3237 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional World Equity ETF position peaked at $312K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.