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Dimensional World Equity ETF
DFAW

Overview Fund Activity

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
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

1
AFA
1
Arlington Financial Advisors
California
$28.6M
2
FPF
2
First Pacific Financial
Washington
$17.8M
3
SIM
3
Stratos Investment Management
Ohio
$4.7M
4
BWIA
4
Bryant Woods Investment Advisors
New York
$5.29M
5
PWA
5
Physician Wealth Advisors
Utah
$4.53M

Top Sellers

1
DPW
1
DiNuzzo Private Wealth
Pennsylvania
$18.7M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$370K
3
UBS Group
3
UBS Group
Switzerland
$0
4
PWIA
4
Porter White Investment Advisors
Alabama
$213K
5
GWM
5
Grand Wealth Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$406K +$406K +6,874 New
TWP
27
Total Wealth Planning
Ohio
$389K +$389K +6,584 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$370K -$216K -3,653 -37%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$349K +$3.85K +65 +1%
TI
30
Tidal Investments
Wisconsin
$339K +$339K +5,730 New
TWA
31
TCI Wealth Advisors
Arizona
$333K +$333K +5,631 New
BTI
32
Blue Trust Inc
Georgia
$317K +$317K +5,354 New
CPIG
33
Chicago Partners Investment Group
Illinois
$298K +$298K +5,201 New
RCAG
34
Rehmann Capital Advisory Group
Michigan
$277K +$277K +4,681 New
AAM
35
Austin Asset Management
Texas
$257K +$257K +4,346 New
AFA
36
Alpha Financial Advisors
North Carolina
$248K +$248K +4,192 New
SHFA
37
SC&H Financial Advisors
Maryland
$219K +$219K +3,710 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$218K +$218K +3,681 New
FG
39
Foster Group
Iowa
$216K +$216K +3,648 New
GA
40
Greenspring Advisors
Maryland
$214K +$214K +3,625 New
PWIA
41
Porter White Investment Advisors
Alabama
$213K -$4.44K -75 -2%
PFM
42
Phillips Financial Management
Indiana
$213K +$114K +1,935 +116%
SAF
43
Smith Anglin Financial
Texas
$213K +$213K +3,594 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$152K +$117K +1,984 +342%
LG
45
LAM Group
Oregon
$122K +$102K +1,725 +499%
MG
46
Mather Group
Illinois
$97.2K +$97.2K +1,770 New
DF
47
DecisionPoint Financial
Arizona
$78.6K +$78.6K +1,367 New
CWP
48
Concord Wealth Partners
Virginia
$67.1K +$118 +2 +0.2%
RWM
49
Ruedi Wealth Management
Illinois
$57.1K – – –
Morgan Stanley
50
Morgan Stanley
New York
$52.7K +$52.7K +892 New
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