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Dimensional World Equity ETF
DFAW

Overview Fund Activity

75 hedge funds and large institutions have $165M invested in Dimensional World Equity ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
75
Holders Change
+19
Holders Change %
+33.93%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
39
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KSWWM
1
Keyes Stange & Wooten Wealth Management
Florida
$9.07M
2
FPF
2
First Pacific Financial
Washington
$22.6M
3
PWA
3
Physician Wealth Advisors
Utah
$6.9M
4
Jane Street
4
Jane Street
New York
$1.14M
5
AC
5
Apella Capital
Connecticut
$2.55M

Top Sellers

1
BWIA
1
Bryant Woods Investment Advisors
New York
$0
2
HWM
2
HFG Wealth Management
Texas
$8.97M
3
DPW
3
DiNuzzo Private Wealth
Pennsylvania
$18.1M
4
VCP
4
Vista Capital Partners
Oregon
$0
5
BPA
5
Beacon Pointe Advisors
California
$349K
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
26
Foster Group
Iowa
$532K +$315K +5,288 +145%
TWP
27
Total Wealth Planning
Ohio
$491K +$80.5K +1,292 +20%
Betterment LLC
28
Betterment LLC
New York
$481K +$481K +8,084 New
BAM
29
Belpointe Asset Management
Nevada
$464K +$54.2K +911 +13%
TWA
30
TCI Wealth Advisors
Arizona
$451K +$115K +1,938 +34%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$418K +$265K +4,426 +173%
RFP
32
Root Financial Partners
California
$416K – – –
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$397K +$24.1K +405 +6%
CPIG
34
Chicago Partners Investment Group
Illinois
$376K +$60.7K +1,002 +19%
BPA
35
Beacon Pointe Advisors
California
$349K -$81.9K -1,376 -19%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$329K -$22.4K -376 -6%
SHFA
37
SC&H Financial Advisors
Maryland
$321K +$100K +1,679 +45%
TI
38
Tidal Investments
Wisconsin
$320K -$20.7K -348 -6%
BTI
39
Blue Trust Inc
Georgia
$317K – – –
DF
40
DecisionPoint Financial
Arizona
$309K +$225K +3,659 +268%
IAG
41
Investment Advisory Group
Massachusetts
$299K +$299K +5,023 New
FFG
42
Fiduciary Financial Group
California
$281K +$281K +4,511 New
RCAG
43
Rehmann Capital Advisory Group
Michigan
$279K – – –
AFA
44
Alpha Financial Advisors
North Carolina
$278K +$28.7K +482 +11%
SWM
45
Sterling Wealth Management
Illinois
$273K +$273K +4,585 New
AAM
46
Austin Asset Management
Texas
$259K – – –
SIAG
47
Safeguard Investment Advisory Group
California
$251K +$251K +4,206 New
BAWC
48
Boyce & Associates Wealth Consulting
Texas
$234K +$234K +3,934 New
RIP
49
RAM Investment Partners
Washington
$231K +$231K +3,872 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$220K +$417 +7 +0.2%
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