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Dimensional World Equity ETF
DFAW

31 hedge funds and large institutions have $71.1M invested in Dimensional World Equity ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

546% more capital invested

Capital invested by funds: $11M → $71.1M (+$60.1M)

417% more funds holding

Funds holding: 6 → 31 (+25)

1,071.8% less ownership

Funds ownership: 1,109.24% → 37.43% (-1,072%)

Holders
31
Holders Change
+25
Holders Change %
+416.67%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPF
First Pacific Financial
Washington
+$8.77M
2
SIS
Strategic Investment Solutions
Illinois
+$6.44M
3
PWA
Physician Wealth Advisors
Utah
+$1.92M
4
BIG
Builder Investment Group
Georgia
+$974K
5
AC
Apella Capital
Connecticut
+$869K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$992K
2
Jane Street
Jane Street
New York
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
1
DiNuzzo Private Wealth
Pennsylvania
$19M +$17.6M +345,214 New
APG
2
Abacus Planning Group
South Carolina
$9.57M +$584K +11,452 +7%
FPF
3
First Pacific Financial
Washington
$9.44M +$8.77M +171,942 New
HWM
4
HFG Wealth Management
Texas
$8.8M +$8.18M +160,326 New
SIS
5
Strategic Investment Solutions
Illinois
$6.93M +$6.44M +126,226 +701,256%
SCP
6
Sivia Capital Partners
California
$5.34M +$4.96M +97,275 New
BIG
7
Builder Investment Group
Georgia
$2.58M +$974K +19,096 +68%
PWA
8
Physician Wealth Advisors
Utah
$2.05M +$1.92M +37,568 New
AC
9
Apella Capital
Connecticut
$918K +$869K +17,042 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$819K +$761K +14,920 New
SSC
11
Syverson Strege & Co
Iowa
$797K +$740K +14,508 New
BWIA
12
Bryant Woods Investment Advisors
New York
$711K +$660K +12,940 New
AFA
13
Arlington Financial Advisors
California
$693K +$644K +12,617 New
MSFS
14
Main Street Financial Solutions
Pennsylvania
$624K +$580K +11,368 New
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$544K +$506K +9,914 New
SFC
16
Sprinkle Financial Consultants
Colorado
$473K +$440K +8,618 New
RFP
17
Root Financial Partners
California
$384K +$356K +6,986 New
BPA
18
Beacon Pointe Advisors
California
$351K +$326K +6,386 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$320K +$297K +5,831 New
SIG
20
Spinnaker Investment Group
California
$242K +$225K +4,416 New
PWIA
21
Porter White Investment Advisors
Alabama
$202K +$188K +3,681 New
PFM
22
Phillips Financial Management
Indiana
$91.7K +$34K +666 +66%
CWP
23
Concord Wealth Partners
Virginia
$62.2K +$57.8K +1,133 New
RWM
24
Ruedi Wealth Management
Illinois
$53K +$49.2K +965 New
ME
25
McIlrath & Eck
Washington
$33.3K +$31K +607 New
1
2

DFAW Hedge Fund Activity: Q4 2023 in Review

31 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q4 2023, worth a combined $71.1M — up 546% from $11M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFAW positions and 2 closed out — a net gain of 25 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was First Pacific Financial, opening a new position worth an estimated $8.77M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $992K sold.

  • 31 institutional investors held Dimensional World Equity ETF (DFAW) as of Q4 2023, up from 6 in Q3 2023.
  • Funds reported $71.1M of Dimensional World Equity ETF stock for Q4 2023, up 546% quarter-over-quarter.
  • 27 funds opened new Dimensional World Equity ETF positions in Q4 2023 and 2 closed out, a net change of +25 holders.
  • The largest Dimensional World Equity ETF buyer in Q4 2023 was First Pacific Financial, an estimated $8.77M added.
  • The largest Dimensional World Equity ETF seller in Q4 2023 was Dimensional Fund Advisors, an estimated $992K sold.

Based on aggregated 13F filings for Q4 2023.