Dimensional Fund Advisors
DFAW icon

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

Dimensional Fund 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
2023
Q4 		– Sell
-20,000
Closed -$992K – 3424
2023
Q3 		$992K Buy
+20,000
New +$993K ﹤0.01% 2929

Other funds holding DFAW

DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
Strategic Investment Solutions
Strategic Investment Solutions Orland Park, Illinois $446M AUM 20.64% 1-Year Est. Return
Sivia Capital Partners
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
Builder Investment Group
Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Dimensional Fund Advisors's DFAW Position: Q4 2023 in Review

Dimensional Fund Advisors sold out of Dimensional World Equity ETF (DFAW) in Q4 2023, closing a stake of 20,000 shares — an estimated $992K sold.

Dimensional Fund Advisors first reported a position in DFAW in Q3 2023 and held it in 1 quarter. The position peaked at $992K in Q3 2023. 31 funds tracked by Wall St. Rank hold DFAW as of Q4 2023.

  • Dimensional Fund Advisors reported no remaining Dimensional World Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 20,000 Dimensional World Equity ETF shares in Q4 2023, an estimated $992K.
  • Dimensional Fund Advisors first reported a position in Dimensional World Equity ETF in Q3 2023 and held it in 1 quarter.
  • Dimensional Fund Advisors's Dimensional World Equity ETF position peaked at $992K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q4 2023.

Based on Dimensional Fund Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.