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Dimensional World Equity ETF
DFAW

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+39
Holders Change %
+45.35%
% of All Funds
1.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
42
Increased
57
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIS
1
American Investment Services
Massachusetts
$6.29M
2
FPF
2
First Pacific Financial
Washington
$30.5M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.26M
4
PWA
4
Physician Wealth Advisors
Utah
$8.8M
5
AFA
5
Arlington Financial Advisors
California
$32.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$12.9M
2
SIM
2
Stratos Investment Management
Ohio
$4.63M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$737K
4
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$16.1M
5
HWM
5
HFG Wealth Management
Texas
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
126
Tidal Investments
Wisconsin
– -$342K -5,383 Closed
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
– -$274K -4,313 Closed
2 3 4 5
6