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Dimensional World Equity ETF
DFAW

Overview Fund Activity

86 hedge funds and large institutions have $201M invested in Dimensional World Equity ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.24%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
52
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWIA
1
Bryant Woods Investment Advisors
New York
$7.09M
2
FPF
2
First Pacific Financial
Washington
$27.2M
3
SCP
3
Sivia Capital Partners
California
$8.84M
4
Jane Street
4
Jane Street
New York
$2.65M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.39M

Top Sellers

1
DPW
1
DiNuzzo Private Wealth
Pennsylvania
$17M
2
TWP
2
Total Wealth Planning
Ohio
$350K
3
SSC
3
Syverson Strege & Co
Iowa
$2.35M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$274K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWP
26
Mosaic Family Wealth Partners
Missouri
$1.1M +$301K +4,737 +38%
MGW
27
MB Generational Wealth
Washington
$713K +$57.7K +910 +9%
AIS
28
American Investment Services
Massachusetts
$670K +$670K +10,554 New
FG
29
Foster Group
Iowa
$667K +$100K +1,581 +18%
RWM
30
Ruedi Wealth Management
Illinois
$632K +$30.3K +477 +5%
SWM
31
Sterling Wealth Management
Illinois
$625K +$334K +5,263 +115%
RCI
32
RS Crum Inc
California
$582K +$635 +10 +0.1%
Betterment LLC
33
Betterment LLC
New York
$517K +$3.68K +58 +0.7%
BAM
34
Belpointe Asset Management
Nevada
$505K +$11K +174 +2%
FFG
35
Fiduciary Financial Group
California
$498K +$214K +3,390 +75%
LPL Financial
36
LPL Financial
California
$465K +$465K +7,334 New
RFP
37
Root Financial Partners
California
$444K +$190 +3 +0%
FWP
38
Falcon Wealth Planning
California
$442K +$442K +6,965 New
CPIG
39
Chicago Partners Investment Group
Illinois
$405K +$13.5K +214 +3%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$401K -$19.2K -304 -5%
BTI
41
Blue Trust Inc
Georgia
$383K +$64.7K +1,086 +20%
SHFA
42
SC&H Financial Advisors
Maryland
$370K +$27.5K +434 +8%
BPA
43
Beacon Pointe Advisors
California
$354K -$18.1K -286 -5%
JWA
44
JFS Wealth Advisors
Pennsylvania
$351K +$351K +5,525 New
TWP
45
Total Wealth Planning
Ohio
$350K -$150K -2,361 -30%
TI
46
Tidal Investments
Wisconsin
$342K +$63 +1 +0%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$337K +$103K +1,625 +44%
DF
48
DecisionPoint Financial
Arizona
$324K +$5.08K +80 +2%
AFA
49
Alpha Financial Advisors
North Carolina
$320K +$23K +363 +8%
IAG
50
Investment Advisory Group
Massachusetts
$319K +$63 +1 +0%
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