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Dimensional World Equity ETF
DFAW

56 hedge funds and large institutions have $129M invested in Dimensional World Equity ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

633% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 3

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

82% more capital invested

Capital invested by funds: $71.1M → $129M (+$58.3M)

81% more funds holding

Funds holding: 31 → 56 (+25)

2.01% more ownership

Funds ownership: 37.43% → 39.44% (+2%)

Holders
56
Holders Change
+25
Holders Change %
+80.65%
% of All Funds
0.81%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
28
Increased
22
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFA
Arlington Financial Advisors
California
+$26.4M
2
FPF
First Pacific Financial
Washington
+$7.24M
3
SIM
Stratos Investment Management
Ohio
+$4.47M
4
BWIA
Bryant Woods Investment Advisors
New York
+$4.29M
5
PWA
Physician Wealth Advisors
Utah
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
DPW
DiNuzzo Private Wealth
Pennsylvania
-$1.66M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$205K
3
UBS Group
UBS Group
Switzerland
-$25.3K
4
PWIA
Porter White Investment Advisors
Alabama
-$4.21K
5
GWM
Grand Wealth Management
Michigan
-$992
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$406K +$386K +6,874 New
TWP
27
Total Wealth Planning
Ohio
$389K +$370K +6,584 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$370K -$205K -3,653 -37%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$349K +$3.65K +65 +1%
TI
30
Tidal Investments
Wisconsin
$339K +$322K +5,730 New
TWA
31
TCI Wealth Advisors
Arizona
$333K +$316K +5,631 New
BTI
32
Blue Trust Inc
Georgia
$317K +$301K +5,354 New
CPIG
33
Chicago Partners Investment Group
Illinois
$298K +$292K +5,201 New
RCAG
34
Rehmann Capital Advisory Group
Michigan
$277K +$263K +4,681 New
AAM
35
Austin Asset Management
Texas
$257K +$244K +4,346 New
AFA
36
Alpha Financial Advisors
North Carolina
$248K +$236K +4,192 New
SHFA
37
SC&H Financial Advisors
Maryland
$219K +$208K +3,710 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$218K +$207K +3,681 New
FG
39
Foster Group
Iowa
$216K +$205K +3,648 New
GA
40
Greenspring Advisors
Maryland
$214K +$204K +3,625 New
PWIA
41
Porter White Investment Advisors
Alabama
$213K -$4.21K -75 -2%
PFM
42
Phillips Financial Management
Indiana
$213K +$109K +1,935 +116%
SAF
43
Smith Anglin Financial
Texas
$213K +$202K +3,594 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$152K +$111K +1,984 +342%
LG
45
LAM Group
Oregon
$122K +$96.9K +1,725 +499%
MG
46
Mather Group
Illinois
$97.2K +$99.4K +1,770 New
DF
47
DecisionPoint Financial
Arizona
$78.6K +$76.8K +1,367 New
CWP
48
Concord Wealth Partners
Virginia
$67.1K +$112 +2 +0.2%
RWM
49
Ruedi Wealth Management
Illinois
$57.1K – – –
Morgan Stanley
50
Morgan Stanley
New York
$52.7K +$50.1K +892 New
1
2
3

DFAW Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q1 2024, worth a combined $129M — up 82% from $71.1M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFAW positions and 2 closed out — a net gain of 26 holders — while 22 added to existing stakes and 3 trimmed.

The largest buyer was Arlington Financial Advisors, adding an estimated $26.4M. The largest seller was DiNuzzo Private Wealth, cutting an estimated $1.66M.

  • 56 institutional investors held Dimensional World Equity ETF (DFAW) as of Q1 2024, up from 31 in Q4 2023.
  • Funds reported $129M of Dimensional World Equity ETF stock for Q1 2024, up 82% quarter-over-quarter.
  • 28 funds opened new Dimensional World Equity ETF positions in Q1 2024 and 2 closed out, a net change of +26 holders.
  • The largest Dimensional World Equity ETF buyer in Q1 2024 was Arlington Financial Advisors, an estimated $26.4M added.
  • The largest Dimensional World Equity ETF seller in Q1 2024 was DiNuzzo Private Wealth, an estimated $1.66M sold.

Based on aggregated 13F filings for Q1 2024.