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Dimensional World Equity ETF
DFAW

Overview Fund Activity

147 hedge funds and large institutions have $384M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
24
Increased
92
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFP
Triune Financial Partners
Kansas
+$8.63M
2
RHP
Royal Harbor Partners
Texas
+$6.88M
3
WMN
Wealth Management Nebraska
Nebraska
+$5.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.48M
5
FPF
First Pacific Financial
Washington
+$5.36M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$7.18M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$3.29M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.76M
4
TC
TownSquare Capital
Utah
-$2.09M
5
Raymond James Financial
Raymond James Financial
Florida
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
26
Plancorp LLC
Missouri
$3.23M +$832K +12,398 +35%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$3.21M +$366K +5,454 +13%
SFC
28
Sprinkle Financial Consultants
Colorado
$2.95M +$380K +5,666 +15%
MG
29
Mather Group
Illinois
$2.94M +$1.68K +25 +0.1%
SHFA
30
SC&H Financial Advisors
Maryland
$2.5M +$856K +12,767 +52%
SSC
31
Syverson Strege & Co
Iowa
$2.47M +$43.3K +645 +2%
BFG
32
Berger Financial Group
Minnesota
$2.38M +$697K +10,384 +41%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$2.37M +$823K +12,274 +53%
KF
34
Krilogy Financial
Missouri
$2.25M +$16.8K +250 +0.8%
WCM
35
Warburton Capital Management
Oklahoma
$2.12M +$211K +3,083 +11%
BIA
36
Barry Investment Advisors
Massachusetts
$1.94M +$197K +2,938 +11%
PMIM
37
Prudent Man Investment Management
Colorado
$1.91M – – –
PWM
38
Parkshore Wealth Management
California
$1.88M +$67.9K +1,012 +4%
BWA
39
Babb Wealth Advisors
Arizona
$1.79M -$301K -4,480 -14%
AIA
40
AssuredPartners Investment Advisors
Florida
$1.73M +$145K +2,167 +9%
Raymond James Financial
41
Raymond James Financial
Florida
$1.62M -$1.52M -22,711 -48%
SIG
42
Spinnaker Investment Group
California
$1.62M -$574K -8,562 -26%
Jane Street
43
Jane Street
New York
$1.49M +$580K +8,650 +64%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.36M – – –
MFWP
45
Mosaic Family Wealth Partners
Missouri
$1.35M +$114K +1,705 +9%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.28M +$1.28M +19,060 New
CPA
47
Cardiff Park Advisors
California
$1.24M +$6.71K +100 +0.5%
VPWA
48
Vestia Personal Wealth Advisors
Indiana
$1.23M +$442K +6,582 +56%
SWM
49
Sterling Wealth Management
Illinois
$1.21M +$1.21M +17,988 New
CPIG
50
Chicago Partners Investment Group
Illinois
$1.2M +$456K +6,604 +62%
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