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Dimensional World Equity ETF
DFAW

Overview Fund Activity

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.

Holders
56
Holders Change
+25
Holders Change %
+80.65%
% of All Funds
0.81%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
28
Increased
22
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFA
1
Arlington Financial Advisors
California
$28.6M
2
FPF
2
First Pacific Financial
Washington
$17.8M
3
SIM
3
Stratos Investment Management
Ohio
$4.7M
4
BWIA
4
Bryant Woods Investment Advisors
New York
$5.29M
5
PWA
5
Physician Wealth Advisors
Utah
$4.53M

Top Sellers

1
DPW
1
DiNuzzo Private Wealth
Pennsylvania
$18.7M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$370K
3
UBS Group
3
UBS Group
Switzerland
$0
4
PWIA
4
Porter White Investment Advisors
Alabama
$213K
5
GWM
5
Grand Wealth Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
51
McIlrath & Eck
Washington
$37.1K +$1.24K +21 +3%
RLIM
52
Red Lighthouse Investment Management
New York
$31.9K +$31.9K +540 New
CMP
53
Coston McIsaac & Partners
Maine
$24K +$24K +414 New
MFC
54
Morris Financial Concepts
South Carolina
$22.6K +$15.6K +264 +222%
AF
55
Allworth Financial
California
$9.76K +$9.76K +165 New
QC
56
Quent Capital
New York
$7.92K – – –
UBS Group
57
UBS Group
Switzerland
– -$25.3K -461 Closed
GWM
58
Grand Wealth Management
Michigan
– -$992 -18 Closed
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