Dimensional World Equity ETF
DFAW
31 hedge funds and large institutions have $71.1M invested in Dimensional World Equity ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.
1,250% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 2
546% more capital invested
Capital invested by funds: $11M → $71.1M (+$60.1M)
417% more funds holding
Funds holding: 6 → 31 (+25)
1,071.8% less ownership
Funds ownership: 1,109.24% → 37.43% (-1,072%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$8.77M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$6.44M |
| 3 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
+$1.92M |
| 4 |
BIG
Builder Investment Group
Atlanta,
Georgia
|
+$974K |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$869K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$992K |
| 2 |
Jane Street
New York
|
-$494K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $32K | +$29.6K | +580 | New |
|
27
UBS Group
Zurich,
Switzerland
| $25.3K | +$23.5K | +461 | New |
|
|
LG
28
LAM Group
Lake Oswego,
Oregon
| $19K | +$17.6K | +346 | New |
|
|
QC
29
Quent Capital
New York
| $7.36K | +$6.83K | +134 | New |
|
|
MFC
30
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $6.53K | +$6.07K | +119 | New |
|
|
GWM
31
Grand Wealth Management
Grand Rapids,
Michigan
| $992 | +$918 | +18 | New |
|
|
32
Dimensional Fund Advisors
Austin,
Texas
| – | -$992K | -20,000 | Closed |
|
|
33
Jane Street
New York
| – | -$494K | -9,968 | Closed |
|
DFAW Hedge Fund Activity: Q4 2023 in Review
31 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q4 2023, worth a combined $71.1M — up 546% from $11M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DFAW positions and 2 closed out — a net gain of 25 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was First Pacific Financial, opening a new position worth an estimated $8.77M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $992K sold.
- 31 institutional investors held Dimensional World Equity ETF (DFAW) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $71.1M of Dimensional World Equity ETF stock for Q4 2023, up 546% quarter-over-quarter.
- 27 funds opened new Dimensional World Equity ETF positions in Q4 2023 and 2 closed out, a net change of +25 holders.
- The largest Dimensional World Equity ETF buyer in Q4 2023 was First Pacific Financial, an estimated $8.77M added.
- The largest Dimensional World Equity ETF seller in Q4 2023 was Dimensional Fund Advisors, an estimated $992K sold.
Based on aggregated 13F filings for Q4 2023.