Dimensional World Eqty ETFDFAWETF

13F holders, Q2 2026 (June 30)
214holders +11
20new positions
11sold out
1famous investor
$82.72avg. 13F price*

At the end of Q2 2026, 214 institutions reported holding Dimensional World Eqty ETF (DFAW) in their 13F filings, up 11 from Q1 2026. 20 opened new positions and 11 sold out. The largest holders were First Pacific Financial ($77.4M), Wealth Management Nebraska ($70.6M) and Arlington Financial Advisors, LLC ($54.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Dimensional World Eqty ETF
CUSIP
25434V617
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 56Q1 2024Q2 2024: 75Q2 2024Q3 2024: 86Q3 2024Q4 2024: 125Q4 2024Q1 2025: 139Q1 2025Q2 2025: 148Q2 2025Q3 2025: 164Q3 2025Q4 2025: 190Q4 2025Q1 2026: 203Q1 2026Q2 2026: 214Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$13.7M
Exits11$5.8M

All 13F filers, Q1 2026 → Q2 2026: 1,120,939 shares bought and 495,097 shares sold, net +625,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 214 holders

First Pacific Financial 9.22% Add +8.0% 934,501 $77.4M
Wealth Management Nebraska 6.30% Add +6.1% 853,135 $70.6M
Arlington Financial Advisors, LLC 6.92% Add +1.6% 658,572 $54.5M
Farther Finance Advisors, LLC 0.24% Add +1.2% 366,544 $30.3M
Sivia Capital Partners, LLC 3.44% Add +163.2% 341,600 $28.3M
Strategic Investment Solutions, Inc. 4.80% Reduce -9.8% 253,320 $21.0M
DiNuzzo Private Wealth, Inc. 1.98% Add +3.5% 241,364 $20.0M
Plancorp, LLC 0.43% Add +22.4% 214,260 $17.7M
Abacus Planning Group, Inc. 2.17% Add +0.1% 212,101 $17.6M
JPMorgan Chase & Co. 0.00% Add +19.9% 209,490 $17.3M
Bryant Woods Investment Advisors, LLC 4.05% Add +4.1% 175,702 $14.5M
Greenspring Advisors, LLC 0.80% Add +7.6% 175,063 $14.5M
Stratos Investment Management, LLC 0.49% Add +2.8% 163,934 $13.6M
Apella Capital, LLC 0.19% Add +11.1% 159,183 $13.2M
Keyes, Stange & Wooten Wealth Management, LLC 5.21% Reduce -8.5% 157,672 $13.1M
Triune Financial Partners, LLC 2.56% Add +2.4% 147,925 $12.2M
Maseco LLP 0.33% Add +1.1% 143,211 $11.9M
Physician Wealth Advisors, Inc. 1.30% Reduce -11.0% 131,656 $10.9M
Royal Harbor Partners, LLC 3.16% Reduce -0.9% 123,069 $10.2M
BIP Wealth, LLC 0.27% Add +61.6% 116,965 $9.7M
Strathmore Capital Advisors, Inc. 2.52% Add +4.5% 113,097 $9.4M
Brown Advisory Inc. 0.01% New 112,149 $9.3M
American Investment Services, Inc. 1.92% Reduce -3.1% 110,004 $9.1M
Raymond James Financial Inc. 0.00% Add +301.1% 106,185 $8.8M
HFG Wealth Management, LLC 8.65% Reduce -22.4% 103,945 $8.6M
Demming Financial Services Corp. 5.36% Add +2.3% 101,768 $8.4M
Evanson Financial, LLC 0.41% — 101,769 $8.4M
Mercer Global Advisors Inc. 0.01% Add +43.8% 89,469 $7.4M
Commonwealth Equity Services, LLC 0.01% Add +10.6% 78,153 $6.5M
TCI Wealth Advisors, Inc. 0.28% Reduce -2.3% 77,330 $6.4M
Foster Group, Inc. 0.16% Add +246.6% 73,001 $6.0M
Builder Investment Group Inc. 1.10% Reduce -2.4% 66,816 $5.5M
LPL Financial LLC 0.00% Add +11.3% 66,218 $5.5M
Family Manage LLC 0.54% Add +17.8% 62,182 $5.1M
AQR Capital Management 0.00% Reduce -1.2% 61,657 $5.1M
Lakewood Asset Management LLC 2.69% Add +266.6% 59,183 $4.9M
Sprinkle Financial Consultants LLC 1.75% Add +4.4% 53,732 $4.4M
Berger Financial Group, Inc 0.22% Add +0.8% 52,274 $4.3M
SC&H Financial Advisors, Inc. 0.56% Add +4.0% 51,130 $4.2M
Parkshore Wealth Management, Inc. 1.20% Add +26.9% 50,659 $4.2M
Keating Financial Advisory Services, Inc. 0.53% Add +32.8% 48,686 $4.0M
Mather Group, Llc. 0.03% Add +0.5% 45,667 $3.8M
Shore Point Advisors, LLC 1.25% Add +8.2% 44,121 $3.7M
HighTower Advisors, LLC 0.00% Add +1.2% 44,090 $3.7M
Parkwoods Wealth Partners, LLC 0.54% Add +14.0% 40,968 $3.4M
Warburton Capital Management, LLC 1.36% Add +5.6% 40,371 $3.3M
Krilogy Financial LLC 0.10% Reduce -7.7% 39,033 $3.2M
Spinnaker Investment Group, LLC 0.52% Add +18.4% 38,873 $3.2M
AssuredPartners Investment Advisors, LLC 0.29% Add +12.8% 36,082 $3.0M
Barry Investment Advisors, LLC 0.62% Add +9.0% 35,771 $3.0M
Keystone Financial Group, Inc. 1.55% Reduce -2.5% 35,717 $3.0M
MB Generational Wealth, LLC 1.45% Add +5.8% 35,623 $2.9M
Focus Partners Wealth 0.00% Reduce -86.7% 35,437 $2.9M
Prudent Man Investment Management, Inc. 0.99% Reduce -1.0% 39,079 $2.9M
JFS Wealth Advisors, LLC 0.14% Add +100.5% 34,479 $2.9M
Kesler, Norman & Wride, LLC 0.45% Add +43.9% 34,351 $2.8M
Monograph Wealth Advisors, LLC 0.23% Add +28.5% 34,108 $2.8M
Rachor Investment Advisory Services, LLC 1.34% Add +3.5% 32,865 $2.7M
Jane Street Group, LLC 0.00% Reduce -41.9% 31,547 $2.6M
Aspen Capital Management, LLC 0.56% Add +17.6% 30,649 $2.5M
Vestia Personal Wealth Advisors 0.98% Add +8.0% 30,422 $2.5M
Babb Wealth Advisors LLC 1.16% Add +1.3% 29,159 $2.4M
Chicago Partners Investment Group LLC 0.05% Add +17.3% 28,810 $2.4M
Foundations Investment Advisors, LLC 0.02% Add +16.5% 27,996 $2.3M
Ruedi Wealth Management, Inc. 0.54% Add +107.3% 27,691 $2.3M
Beacon Pointe Advisors, LLC 0.01% Add +1.8% 26,182 $2.2M
Cardiff Park Advisors, LLC 0.16% Add +0.5% 25,505 $2.1M
Mosaic Family Wealth Partners, LLC 0.14% Add +5.9% 25,402 $2.1M
Syverson Strege & Co 0.46% Reduce -3.6% 25,236 $2.1M
Sterling Wealth Management, Inc. 0.50% Reduce -2.9% 24,139 $2.0M
Envision Financial Planning, LLC 0.65% Add +8.0% 24,101 $2.0M
Bank of Montreal 0.00% Add +3.3% 23,308 $1.9M
IHT Wealth Management, LLC 0.04% Add +9.6% 23,133 $1.9M
Fiduciary Financial Group, LLC 0.21% Add +2.9% 22,327 $1.8M
Pacific Asset Management, LLC 0.84% Add +5.0% 20,578 $1.7M
Betterment LLC 0.00% Add +5.0% 19,443 $1.6M
Legacy Financial Group, Inc. 0.36% Add +46.3% 18,419 $1.5M
Mills Wealth Advisors LLC 0.45% Add +9.9% 17,095 $1.4M
Stratos Wealth Partners, LTD. 0.01% Add +375.8% 16,220 $1.3M
Savvy Advisors, Inc. 0.03% Add +17.4% 16,135 $1.3M
Austin Asset Management Co Inc 0.18% Add +20.9% 15,000 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +22.8% 14,284 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% Add +38.0% 13,497 $1.1M
Cary Street Partners Financial LLC 0.02% Add +10.6% 13,449 $1.1M
Annandale Capital, LLC 0.16% Add +2.2% 13,349 $1.1M
Riverbend Wealth Management, LLC 0.55% Reduce -5.8% 13,140 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +28.7% 12,988 $1.1M
Wellington-Altus USA Inc. 0.75% Reduce -16.5% 14,263 $1.1M
Chico Wealth RIA 0.55% Add +10.1% 12,663 $1.0M
Highland Financial Advisors, LLC 0.23% No change 12,587 $1.0M
FMB Wealth Management 0.38% Add +2.3% 12,541 $1.0M
Nemes Rush Group LLC 0.08% Add +2.8% 12,033 $996K
Waterfront Wealth Inc. 0.15% Add +15.5% 12,029 $995K
Mustard Seed Financial, LLC 0.51% Reduce -25.4% 11,833 $980K
Legacy Capital Wealth Partners, LLC 0.18% Add +23.5% 11,557 $957K
Visionary Wealth Advisors 0.04% Add +12.6% 10,998 $911K
Bannerman Wealth Management Group, LLC 0.53% Add +8.8% 10,862 $899K
Mutual Advisors, LLC 0.01% Add +22.3% 9,451 $782K
RS Crum Inc. 0.14% Add +3.5% 9,319 $771K
RAM Investment Partners, LLC 0.12% Add +3.8% 9,023 $747K

"% of holder's portfolio" is DFAW's weight in each manager's 13F, not the share of Dimensional World Eqty ETF the manager owns.

Show all 214 holders