Dimensional World Equity ETF
DFAW
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.
950% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 2
457% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 7
34% more funds holding
Funds holding: 56 → 75 (+19)
28% more capital invested
Capital invested by funds: $129M → $165M (+$36M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
0.55% more ownership
Funds ownership: 39.44% → 39.99% (+0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KSWWM
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
+$8.4M |
| 2 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$4.57M |
| 3 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
+$1.79M |
| 4 |
Jane Street
New York
|
+$1.12M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$823K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWIA
Bryant Woods Investment Advisors
Getzville,
New York
|
-$5.29M |
| 2 |
HWM
HFG Wealth Management
The Woodlands,
Texas
|
-$1.08M |
| 3 |
DPW
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
-$637K |
| 4 |
VCP
Vista Capital Partners
Portland,
Oregon
|
-$472K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$80.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCP
76
Vista Capital Partners
Portland,
Oregon
| – | -$472K | -7,987 | Closed |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$176 | +3 | New |
|
DFAW Hedge Fund Activity: Q2 2024 in Review
75 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q2 2024, worth a combined $165M — up 28% from $129M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DFAW positions and 2 closed out — a net gain of 19 holders — while 39 added to existing stakes and 7 trimmed.
The largest buyer was Keyes Stange & Wooten Wealth Management, adding an estimated $8.4M. The largest seller was Bryant Woods Investment Advisors, exiting entirely with an estimated $5.29M sold.
- 75 institutional investors held Dimensional World Equity ETF (DFAW) as of Q2 2024, up from 56 in Q1 2024.
- Funds reported $165M of Dimensional World Equity ETF stock for Q2 2024, up 28% quarter-over-quarter.
- 21 funds opened new Dimensional World Equity ETF positions in Q2 2024 and 2 closed out, a net change of +19 holders.
- The largest Dimensional World Equity ETF buyer in Q2 2024 was Keyes Stange & Wooten Wealth Management, an estimated $8.4M added.
- The largest Dimensional World Equity ETF seller in Q2 2024 was Bryant Woods Investment Advisors, an estimated $5.29M sold.
Based on aggregated 13F filings for Q2 2024.