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

DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $516M AUM 36.09% 1-Year Est. Return
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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.