Dimensional World Equity ETF
DFAW
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.
1,300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 2
633% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 3
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
82% more capital invested
Capital invested by funds: $71.1M → $129M (+$58.3M)
81% more funds holding
Funds holding: 31 → 56 (+25)
2.01% more ownership
Funds ownership: 37.43% → 39.44% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$26.4M |
| 2 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$7.24M |
| 3 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$4.47M |
| 4 |
BWIA
Bryant Woods Investment Advisors
Getzville,
New York
|
+$4.29M |
| 5 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPW
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
-$1.66M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$205K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$25.3K |
| 4 |
PWIA
Porter White Investment Advisors
Birmingham,
Alabama
|
-$4.21K |
| 5 |
GWM
Grand Wealth Management
Grand Rapids,
Michigan
|
-$992 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
51
McIlrath & Eck
Arlington,
Washington
| $37.1K | +$1.18K | +21 | +3% |
|
|
RLIM
52
Red Lighthouse Investment Management
New York
| $31.9K | +$30.3K | +540 | New |
|
|
CMP
53
Coston McIsaac & Partners
Bar Harbor,
Maine
| $24K | +$23.3K | +414 | New |
|
|
MFC
54
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $22.6K | +$14.8K | +264 | +222% |
|
|
AF
55
Allworth Financial
Folsom,
California
| $9.76K | +$9.27K | +165 | New |
|
|
QC
56
Quent Capital
New York
| $7.92K | – | – | – |
|
|
57
UBS Group
Zurich,
Switzerland
| – | -$25.3K | -461 | Closed |
|
|
GWM
58
Grand Wealth Management
Grand Rapids,
Michigan
| – | -$992 | -18 | Closed |
|
DFAW Hedge Fund Activity: Q1 2024 in Review
56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q1 2024, worth a combined $129M — up 82% from $71.1M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DFAW positions and 2 closed out — a net gain of 26 holders — while 22 added to existing stakes and 3 trimmed.
The largest buyer was Arlington Financial Advisors, adding an estimated $26.4M. The largest seller was DiNuzzo Private Wealth, cutting an estimated $1.66M.
- 56 institutional investors held Dimensional World Equity ETF (DFAW) as of Q1 2024, up from 31 in Q4 2023.
- Funds reported $129M of Dimensional World Equity ETF stock for Q1 2024, up 82% quarter-over-quarter.
- 28 funds opened new Dimensional World Equity ETF positions in Q1 2024 and 2 closed out, a net change of +26 holders.
- The largest Dimensional World Equity ETF buyer in Q1 2024 was Arlington Financial Advisors, an estimated $26.4M added.
- The largest Dimensional World Equity ETF seller in Q1 2024 was DiNuzzo Private Wealth, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2024.