Wealthspire Advisors (New York)’s Dimensional World Equity ETF DFAW Stock Holding History

Wealthspire Advisors (New York)’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	$358K	Buy	+4,328	New	+$349K	﹤0.01%	929

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

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

Wealthspire Advisors (New York)'s DFAW Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Dimensional World Equity ETF (DFAW) in Q2 2026: 4,328 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings.

212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Wealthspire Advisors (New York) held 4,328 shares of Dimensional World Equity ETF worth $358K as of Q2 2026.
Dimensional World Equity ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
Dimensional World Equity ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #929 holding.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.