Dimensional World Equity ETF
DFAW
86 hedge funds and large institutions have $201M invested in Dimensional World Equity ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 11 reducing their positions, and 4 closing their positions.
373% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 11
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $165M → $201M (+$35.2M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more funds holding
Funds holding: 75 → 86 (+11)
0.85% more ownership
Funds ownership: 39.99% → 40.84% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWIA
Bryant Woods Investment Advisors
Getzville,
New York
|
+$6.82M |
| 2 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$3.07M |
| 3 |
SCP
Sivia Capital Partners
Mill Valley,
California
|
+$1.78M |
| 4 |
Jane Street
New York
|
+$1.39M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPW
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
-$2.22M |
| 2 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
-$144K |
| 3 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
-$94K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$73.7K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
76
McIlrath & Eck
Arlington,
Washington
| $43.2K | +$1.47K | +24 | +4% |
|
|
RLIM
77
Red Lighthouse Investment Management
New York
| $42.5K | – | – | – |
|
|
SIC
78
SJS Investment Consulting
Sylvania,
Ohio
| $42.3K | +$6.59K | +108 | +19% |
|
|
MFC
79
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $12.6K | -$12.8K | -210 | -51% |
|
|
AF
80
Allworth Financial
Folsom,
California
| $10.5K | – | – | – |
|
|
QC
81
Quent Capital
New York
| $8.5K | – | – | – |
|
|
CPA
82
Cardiff Park Advisors
Carlsbad,
California
| $1.08K | +$1.04K | +17 | New |
|
|
TIM
83
Tortoise Investment Management
White Plains,
New York
| $825 | +$793 | +13 | New |
|
|
CMP
84
Coston McIsaac & Partners
Bar Harbor,
Maine
| $160 | +$14.8K | +243 | +11% |
|
|
AWM
85
Avior Wealth Management
Omaha,
Nebraska
| $127 | +$122 | +2 | New |
|
|
86
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$53K | -890 | Closed |
|
|
CAS
87
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.31K | -22 | Closed |
|
|
NRG
88
Nemes Rush Group
Novi,
Michigan
| – | -$357 | -6 | Closed |
|
89
Fidelity Investments
Boston,
Massachusetts
| – | -$60 | -1 | Closed |
|
DFAW Hedge Fund Activity: Q3 2024 in Review
86 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q3 2024, worth a combined $201M — up 21% from $165M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DFAW positions and 4 closed out — a net gain of 11 holders — while 52 added to existing stakes and 11 trimmed.
The largest buyer was Bryant Woods Investment Advisors, opening a new position worth an estimated $6.82M. The largest seller was DiNuzzo Private Wealth, cutting an estimated $2.22M.
- 86 institutional investors held Dimensional World Equity ETF (DFAW) as of Q3 2024, up from 75 in Q2 2024.
- Funds reported $201M of Dimensional World Equity ETF stock for Q3 2024, up 21% quarter-over-quarter.
- 15 funds opened new Dimensional World Equity ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
- The largest Dimensional World Equity ETF buyer in Q3 2024 was Bryant Woods Investment Advisors, an estimated $6.82M added.
- The largest Dimensional World Equity ETF seller in Q3 2024 was DiNuzzo Private Wealth, an estimated $2.22M sold.
Based on aggregated 13F filings for Q3 2024.