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Dimensional World Equity ETF
DFAW

Overview Fund Activity

125 hedge funds and large institutions have $272M invested in Dimensional World Equity ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
125
Holders Change
+39
Holders Change %
+45.35%
% of All Funds
1.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
42
Increased
57
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIS
1
American Investment Services
Massachusetts
$6.29M
2
FPF
2
First Pacific Financial
Washington
$30.5M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.26M
4
PWA
4
Physician Wealth Advisors
Utah
$8.8M
5
AFA
5
Arlington Financial Advisors
California
$32.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$12.9M
2
SIM
2
Stratos Investment Management
Ohio
$4.63M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$737K
4
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$16.1M
5
HWM
5
HFG Wealth Management
Texas
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
26
Krilogy Financial
Missouri
$2M +$11.2K +180 +0.6%
BWA
27
Babb Wealth Advisors
Arizona
$1.99M +$1.99M +31,822 New
PMIM
28
Prudent Man Investment Management
Colorado
$1.91M +$1.91M +30,627 New
SIG
29
Spinnaker Investment Group
California
$1.62M +$350K +5,598 +28%
PWM
30
Parkshore Wealth Management
California
$1.44M +$1.44M +23,125 New
WCM
31
Warburton Capital Management
Oklahoma
$1.38M +$1.38M +22,065 New
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$1.37M +$7.43K +119 +0.5%
AQR Capital Management
33
AQR Capital Management
Connecticut
$1.26M +$1.26M +20,240 New
LPL Financial
34
LPL Financial
California
$1.23M +$777K +12,433 +170%
FFG
35
Fiduciary Financial Group
California
$1.17M +$684K +11,053 +140%
BIA
36
Barry Investment Advisors
Massachusetts
$1.15M +$67.1K +1,075 +6%
MGW
37
MB Generational Wealth
Washington
$994K +$292K +4,682 +42%
MFWP
38
Mosaic Family Wealth Partners
Missouri
$984K -$99.1K -1,587 -9%
SWM
39
Sterling Wealth Management
Illinois
$832K +$217K +3,474 +35%
CPIG
40
Chicago Partners Investment Group
Illinois
$788K +$385K +6,138 +96%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$737K -$722K -11,554 -49%
FWP
42
Falcon Wealth Planning
California
$717K +$282K +4,517 +65%
KFGG
43
Keystone Financial Group (Georgia)
Georgia
$713K +$713K +11,416 New
RWM
44
Ruedi Wealth Management
Illinois
$702K +$79.8K +1,277 +13%
FG
45
Foster Group
Iowa
$663K +$5.62K +90 +0.9%
RWM
46
Riverbend Wealth Management
South Carolina
$599K +$599K +9,584 New
SHFA
47
SC&H Financial Advisors
Maryland
$596K +$232K +3,722 +64%
BTI
48
Blue Trust Inc
Georgia
$577K +$175K +2,796 +43%
TWP
49
Total Wealth Planning
Ohio
$574K +$230K +3,676 +67%
AAM
50
Austin Asset Management
Texas
$574K +$300K +4,804 +110%
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