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XY Planning Network’s Dimensional World Equity ETF DFAW Stock Holding History

XY Planning Network’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 		$481K Buy
5,809
+969
+20% +$78.2K 0.06% 216
2026
Q1 		$360K Buy
4,840
+399
+9% +$30.4K 0.06% 213
2025
Q4 		$329K Buy
+4,441
New +$323K 0.06% 203

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

XY Planning Network's DFAW Position: Q2 2026 in Review

XY Planning Network increased its Dimensional World Equity ETF (DFAW) stake by 20% in Q2 2026, buying an estimated $78.2K and bringing the position to 5,809 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #216.

XY Planning Network first reported a position in DFAW in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • XY Planning Network held 5,809 shares of Dimensional World Equity ETF worth $481K as of Q2 2026.
  • XY Planning Network bought 969 Dimensional World Equity ETF shares in Q2 2026, an estimated $78.2K.
  • Dimensional World Equity ETF made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #216 holding.
  • XY Planning Network first reported a position in Dimensional World Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.