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Dimensional World Equity ETF
DFAW

Overview Fund Activity

145 hedge funds and large institutions have $384M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
1.95%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
23
Increased
92
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$8.98M
2
TFP
2
Triune Financial Partners
Kansas
$9.83M
3
RHP
3
Royal Harbor Partners
Texas
$6.88M
4
WMN
4
Wealth Management Nebraska
Nebraska
$32.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.48M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$14.8M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$250K
4
TC
4
TownSquare Capital
Utah
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
PL
26
Plancorp LLC
Missouri
$3.23M 48,200 +12,398 +35%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$3.21M 47,782 +5,454 +13%
SFC
28
Sprinkle Financial Consultants
Colorado
$2.95M 43,922 +5,666 +15%
MG
29
Mather Group
Illinois
$2.94M 43,826 +25 +0.1%
SHFA
30
SC&H Financial Advisors
Maryland
$2.5M 37,196 +12,767 +52%
SSC
31
Syverson Strege & Co
Iowa
$2.47M 36,836 +645 +2%
BFG
32
Berger Financial Group
Minnesota
$2.38M 35,440 +10,384 +41%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$2.37M 35,388 +12,274 +53%
KF
34
Krilogy Financial
Missouri
$2.25M 33,474 +250 +0.8%
WCM
35
Warburton Capital Management
Oklahoma
$2.12M 30,884 +3,083 +11%
BIA
36
Barry Investment Advisors
Massachusetts
$1.94M 28,958 +2,938 +11%
PMIM
37
Prudent Man Investment Management
Colorado
$1.91M 30,627 – –
PWM
38
Parkshore Wealth Management
California
$1.88M 28,059 +1,012 +4%
BWA
39
Babb Wealth Advisors
Arizona
$1.79M 26,743 -4,480 -14%
AIA
40
AssuredPartners Investment Advisors
Florida
$1.73M 25,833 +2,167 +9%
Raymond James Financial
41
Raymond James Financial
Florida
$1.62M 24,224 -22,711 -48%
SIG
42
Spinnaker Investment Group
California
$1.62M 24,179 -8,562 -26%
Jane Street
43
Jane Street
New York
$1.49M 22,265 +8,650 +64%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.36M 20,240 – –
MFWP
45
Mosaic Family Wealth Partners
Missouri
$1.35M 20,142 +1,705 +9%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.28M 19,060 +19,060 New
CPA
47
Cardiff Park Advisors
California
$1.24M 18,443 +100 +0.5%
VPWA
48
Vestia Personal Wealth Advisors
Indiana
$1.23M 18,398 +6,582 +56%
SWM
49
Sterling Wealth Management
Illinois
$1.21M 17,988 +17,988 New
CPIG
50
Chicago Partners Investment Group
Illinois
$1.2M 17,314 +6,604 +62%
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