Dimensional World Equity ETF
DFAW
125 hedge funds and large institutions have $272M invested in Dimensional World Equity ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 3 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 3
307% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 14
45% more funds holding
Funds holding: 86 → 125 (+39)
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
35% more capital invested
Capital invested by funds: $201M → $272M (+$71.1M)
8.36% more ownership
Funds ownership: 40.84% → 49.2% (+8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIS
American Investment Services
Great Barrington,
Massachusetts
|
+$5.76M |
| 2 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$3.81M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.29M |
| 4 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
+$1.14M |
| 5 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$2.37M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$1.06M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$739K |
| 4 |
DPW
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
-$688K |
| 5 |
HWM
HFG Wealth Management
The Woodlands,
Texas
|
-$623K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
126
Tidal Investments
Milwaukee,
Wisconsin
| – | -$342K | -5,383 | Closed |
|
127
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$274K | -4,313 | Closed |
|
DFAW Hedge Fund Activity: Q4 2024 in Review
125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q4 2024, worth a combined $272M — up 35% from $201M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new DFAW positions and 3 closed out — a net gain of 39 holders — while 57 added to existing stakes and 14 trimmed.
The largest buyer was American Investment Services, adding an estimated $5.76M. The largest seller was Strategic Investment Solutions, cutting an estimated $2.37M.
- 125 institutional investors held Dimensional World Equity ETF (DFAW) as of Q4 2024, up from 86 in Q3 2024.
- Funds reported $272M of Dimensional World Equity ETF stock for Q4 2024, up 35% quarter-over-quarter.
- 42 funds opened new Dimensional World Equity ETF positions in Q4 2024 and 3 closed out, a net change of +39 holders.
- The largest Dimensional World Equity ETF buyer in Q4 2024 was American Investment Services, an estimated $5.76M added.
- The largest Dimensional World Equity ETF seller in Q4 2024 was Strategic Investment Solutions, an estimated $2.37M sold.
Based on aggregated 13F filings for Q4 2024.