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Dimensional World Equity ETF
DFAW

Overview Fund Activity

56 hedge funds and large institutions have $129M invested in Dimensional World Equity ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
56
Holders Change
+25
Holders Change %
+80.65%
% of All Funds
0.81%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
28
Increased
22
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFA
1
Arlington Financial Advisors
California
$28.6M
2
FPF
2
First Pacific Financial
Washington
$17.8M
3
SIM
3
Stratos Investment Management
Ohio
$4.7M
4
BWIA
4
Bryant Woods Investment Advisors
New York
$5.29M
5
PWA
5
Physician Wealth Advisors
Utah
$4.53M

Top Sellers

1
DPW
1
DiNuzzo Private Wealth
Pennsylvania
$18.7M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$370K
3
UBS Group
3
UBS Group
Switzerland
$0
4
PWIA
4
Porter White Investment Advisors
Alabama
$213K
5
GWM
5
Grand Wealth Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
1
Arlington Financial Advisors
California
$28.6M 483,111 +470,494 +3,729%
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$18.7M 315,693 -29,521 -9%
FPF
3
First Pacific Financial
Washington
$17.8M 300,861 +128,919 +75%
APG
4
Abacus Planning Group
South Carolina
$10.6M 179,463 +5,091 +3%
HWM
5
HFG Wealth Management
Texas
$10M 169,158 +8,832 +6%
SCP
6
Sivia Capital Partners
California
$6.15M 103,933 +6,658 +7%
BWIA
7
Bryant Woods Investment Advisors
New York
$5.29M 89,391 +76,451 +591%
SIM
8
Stratos Investment Management
Ohio
$4.7M 79,518 +79,518 New
PWA
9
Physician Wealth Advisors
Utah
$4.53M 80,226 +42,658 +114%
BIG
10
Builder Investment Group
Georgia
$2.98M 50,481 +3,448 +7%
SSC
11
Syverson Strege & Co
Iowa
$2.33M 39,450 +24,942 +172%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.15M 36,389 +21,469 +144%
AC
13
Apella Capital
Connecticut
$1.67M 28,310 +11,268 +66%
MSFS
14
Main Street Financial Solutions
Pennsylvania
$1.6M 27,079 +15,711 +138%
KF
15
Krilogy Financial
Missouri
$1.11M 18,703 +18,703 New
SFC
16
Sprinkle Financial Consultants
Colorado
$742K 12,551 +3,933 +46%
MFWP
17
Mosaic Family Wealth Partners
Missouri
$635K 10,739 +10,739 New
EAM
18
Evanson Asset Management
California
$600K 10,144 +10,144 New
BIA
19
Barry Investment Advisors
Massachusetts
$592K 10,008 +10,008 New
MGW
20
MB Generational Wealth
Washington
$536K 9,062 +9,062 New
KSWWM
21
Keyes Stange & Wooten Wealth Management
Florida
$529K 8,952 +8,952 New
SIG
22
Spinnaker Investment Group
California
$490K 8,291 +3,875 +88%
VCP
23
Vista Capital Partners
Oregon
$472K 7,987 +7,987 New
BPA
24
Beacon Pointe Advisors
California
$428K 7,239 +853 +13%
RFP
25
Root Financial Partners
California
$413K 6,986 – –
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