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Dimensional World Equity ETF
DFAW

Overview Fund Activity

75 hedge funds and large institutions have $165M invested in Dimensional World Equity ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
75
Holders Change
+19
Holders Change %
+33.93%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
39
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$14.5M
2
KSWWM
2
Keyes Stange & Wooten Wealth Management
Florida
$9.07M
3
FPF
3
First Pacific Financial
Washington
$22.6M
4
PWA
4
Physician Wealth Advisors
Utah
$6.9M
5
Jane Street
5
Jane Street
New York
$1.14M

Top Sellers

1
BWIA
1
Bryant Woods Investment Advisors
New York
$0
2
HWM
2
HFG Wealth Management
Texas
$8.97M
3
DPW
3
DiNuzzo Private Wealth
Pennsylvania
$18.1M
4
VCP
4
Vista Capital Partners
Oregon
$0
5
BPA
5
Beacon Pointe Advisors
California
$349K
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
1
Arlington Financial Advisors
California
$29M 487,214 +4,103 +0.8%
FPF
2
First Pacific Financial
Washington
$22.6M 378,773 +77,912 +26%
DPW
3
DiNuzzo Private Wealth
Pennsylvania
$18.1M 304,828 -10,865 -3%
SIS
4
Strategic Investment Solutions
Illinois
$14.5M 235,733 +235,733 New
APG
5
Abacus Planning Group
South Carolina
$11M 185,147 +5,684 +3%
KSWWM
6
Keyes Stange & Wooten Wealth Management
Florida
$9.07M 152,311 +143,359 +1,601%
HWM
7
HFG Wealth Management
Texas
$8.97M 150,714 -18,444 -11%
PWA
8
Physician Wealth Advisors
Utah
$6.9M 110,710 +30,484 +38%
SCP
9
Sivia Capital Partners
California
$6.55M 110,060 +6,127 +6%
SIM
10
Stratos Investment Management
Ohio
$5.05M 84,734 +5,216 +7%
BIG
11
Builder Investment Group
Georgia
$3.09M 51,930 +1,449 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.65M 44,524 +8,135 +22%
AC
13
Apella Capital
Connecticut
$2.55M 42,340 +14,030 +50%
MSFS
14
Main Street Financial Solutions
Pennsylvania
$2.41M 40,553 +13,474 +50%
SSC
15
Syverson Strege & Co
Iowa
$2.29M 38,508 -942 -2%
KF
16
Krilogy Financial
Missouri
$1.7M 28,481 +9,778 +52%
SFC
17
Sprinkle Financial Consultants
Colorado
$1.34M 22,509 +9,958 +79%
EAM
18
Evanson Asset Management
California
$1.25M 20,922 +10,778 +106%
Jane Street
19
Jane Street
New York
$1.14M 19,077 +19,077 New
BIA
20
Barry Investment Advisors
Massachusetts
$894K 15,015 +5,007 +50%
SIG
21
Spinnaker Investment Group
California
$845K 14,185 +5,894 +71%
MFWP
22
Mosaic Family Wealth Partners
Missouri
$751K 12,611 +1,872 +17%
MGW
23
MB Generational Wealth
Washington
$615K 10,326 +1,264 +14%
RWM
24
Ruedi Wealth Management
Illinois
$564K 9,480 +8,515 +882%
RCI
25
RS Crum Inc
California
$545K 9,159 +9,159 New
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