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Dimensional World Equity ETF
DFAW

Overview Fund Activity

75 hedge funds and large institutions have $165M invested in Dimensional World Equity ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
75
Holders Change
+19
Holders Change %
+33.93%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
39
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KSWWM
1
Keyes Stange & Wooten Wealth Management
Florida
$9.07M
2
FPF
2
First Pacific Financial
Washington
$22.6M
3
PWA
3
Physician Wealth Advisors
Utah
$6.9M
4
Jane Street
4
Jane Street
New York
$1.14M
5
AC
5
Apella Capital
Connecticut
$2.55M

Top Sellers

1
BWIA
1
Bryant Woods Investment Advisors
New York
$0
2
HWM
2
HFG Wealth Management
Texas
$8.97M
3
DPW
3
DiNuzzo Private Wealth
Pennsylvania
$18.1M
4
VCP
4
Vista Capital Partners
Oregon
$0
5
BPA
5
Beacon Pointe Advisors
California
$349K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSF
51
Mustard Seed Financial
Arkansas
$219K +$219K +3,685 New
GA
52
Greenspring Advisors
Maryland
$216K – – –
PWIA
53
Porter White Investment Advisors
Alabama
$216K +$1.07K +18 +0.5%
PFM
54
Phillips Financial Management
Indiana
$215K +$60 +1 +0%
SAF
55
Smith Anglin Financial
Texas
$214K – – –
BAM
56
BOS Asset Management
Illinois
$202K +$202K +3,386 New
TFG
57
Tilson Financial Group
New Jersey
$200K +$200K +3,352 New
CMBA
58
C.M. Bidwell & Associates
Hawaii
$158K +$158K +2,653 New
CMP
59
Coston McIsaac & Partners
Maine
$136K +$111K +1,877 +453%
LG
60
LAM Group
Oregon
$125K +$2.03K +34 +2%
MG
61
Mather Group
Illinois
$123K +$18.2K +308 +17%
CWP
62
Concord Wealth Partners
Virginia
$67.9K +$357 +6 +0.5%
FFA
63
Farther Finance Advisors
California
$62.5K +$62.5K +1,050 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$53K +$53K +890 New
Morgan Stanley
65
Morgan Stanley
New York
$51.5K -$1.61K -27 -3%
RLIM
66
Red Lighthouse Investment Management
New York
$39.8K +$7.68K +129 +24%
ME
67
McIlrath & Eck
Washington
$39.1K +$1.67K +28 +4%
SIC
68
SJS Investment Consulting
Ohio
$33.2K +$33.2K +558 New
MFC
69
Morris Financial Concepts
South Carolina
$24.4K +$1.55K +26 +7%
AF
70
Allworth Financial
California
$10K – – –
QC
71
Quent Capital
New York
$7.98K – – –
CAS
72
Coppell Advisory Solutions
Texas
$1.31K +$1.31K +22 New
NRG
73
Nemes Rush Group
Michigan
$357 +$357 +6 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$60 +$60 +1 New
BWIA
75
Bryant Woods Investment Advisors
New York
– -$5.29M -89,391 Closed
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