Dimensional World Eqty ETFDFAWETF
13F holders, Q2 2024 (June 30)75holders +19
18new positions
2sold out
$59.84avg. 13F price*
At the end of Q2 2024, 75 institutions reported holding Dimensional World Eqty ETF (DFAW) in their 13F filings, up 19 from Q1 2024. 18 opened new positions and 2 sold out. The largest holders were Arlington Financial Advisors, LLC ($29.0M), First Pacific Financial ($22.6M) and DiNuzzo Private Wealth, Inc. ($18.1M).
- Company
- Dimensional World Eqty ETF
- CUSIP
- 25434V617
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.4M |
| Exits | 2 | $5.8M |
All 13F filers, Q1 2024 → Q2 2024: 460,079 shares bought and 129,756 shares sold, net +330,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Arlington Financial Advisors, LLC | 6.36% | Add +0.8% | 487,214 | $29.0M |
| First Pacific Financial | 5.79% | Add +25.9% | 378,773 | $22.6M |
| DiNuzzo Private Wealth, Inc. | 2.45% | Reduce -3.4% | 304,828 | $18.1M |
| Strategic Investment Solutions, Inc. | 4.68% | — | 235,733 | $14.5M |
| Abacus Planning Group, Inc. | 2.14% | Add +3.2% | 185,147 | $11.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 6.31% | Add +1601.4% | 152,311 | $9.1M |
| HFG Wealth Management, LLC | 5.72% | Reduce -10.9% | 150,714 | $9.0M |
| Physician Wealth Advisors, Inc. | 1.27% | Add +38.0% | 110,710 | $6.9M |
| Sivia Capital Partners, LLC | 4.38% | Add +5.9% | 110,060 | $6.6M |
| Stratos Investment Management, LLC | 0.42% | Add +6.6% | 84,734 | $5.0M |
| Builder Investment Group Inc. | 0.84% | Add +2.9% | 51,930 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.4% | 44,524 | $2.7M |
| Apella Capital, LLC | 0.11% | Add +49.6% | 42,340 | $2.5M |
| Main Street Financial Solutions, LLC | 0.23% | Add +49.8% | 40,553 | $2.4M |
| Syverson Strege & Co | 0.78% | Reduce -2.4% | 38,508 | $2.3M |
| Krilogy Financial LLC | 0.13% | Add +52.3% | 28,481 | $1.7M |
| Sprinkle Financial Consultants LLC | 1.06% | Add +79.3% | 22,509 | $1.3M |
| Evanson Asset Management, LLC | 0.09% | Add +106.3% | 20,922 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 19,077 | $1.1M |
| Barry Investment Advisors, LLC | 0.30% | Add +50.0% | 15,015 | $894K |
| Spinnaker Investment Group, LLC | 0.23% | Add +71.1% | 14,185 | $845K |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +17.4% | 12,611 | $751K |
| MB Generational Wealth, LLC | 0.48% | Add +13.9% | 10,326 | $615K |
| Ruedi Wealth Management, Inc. | 0.22% | Add +882.4% | 9,480 | $564K |
| RS Crum Inc. | 0.14% | New | 9,159 | $545K |
| Foster Group, Inc. | 0.02% | Add +145.0% | 8,936 | $532K |
| Total Wealth Planning, LLC | 0.08% | Add +19.6% | 7,876 | $491K |
| Betterment LLC | 0.00% | New | 8,084 | $481K |
| Belpointe Asset Management LLC | 0.03% | Add +13.3% | 7,785 | $464K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +34.4% | 7,569 | $451K |
| Bank of Montreal | 0.00% | Add +172.6% | 6,990 | $418K |
| Root Financial Partners, LLC | 0.10% | No change | 6,986 | $416K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.5% | 6,666 | $397K |
| Chicago Partners Investment Group LLC | 0.01% | Add +19.3% | 6,203 | $376K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -19.0% | 5,863 | $349K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.4% | 5,520 | $329K |
| SC&H Financial Advisors, Inc. | 0.08% | Add +45.3% | 5,389 | $321K |
| Tidal Investments LLC | 0.00% | Reduce -6.1% | 5,382 | $320K |
| Blue Trust, Inc. | 0.00% | No change | 5,354 | $317K |
| DecisionPoint Financial, LLC | 0.10% | Add +267.7% | 5,026 | $309K |
| Investment Advisory Group, LLC | 0.12% | New | 5,023 | $299K |
| Fiduciary Financial Group, LLC | 0.07% | — | 4,511 | $281K |
| Rehmann Capital Advisory Group | 0.02% | No change | 4,681 | $279K |
| Alpha Financial Advisors, LLC | 0.13% | Add +11.5% | 4,674 | $278K |
| Sterling Wealth Management, Inc. | 0.13% | New | 4,585 | $273K |
| Austin Asset Management Co Inc | 0.06% | No change | 4,346 | $259K |
| Safeguard Investment Advisory Group, LLC | 0.08% | New | 4,206 | $251K |
| Boyce & Associates Wealth Consulting, Inc. | 0.28% | New | 3,934 | $234K |
| RAM Investment Partners, LLC | 0.07% | New | 3,872 | $231K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 3,688 | $220K |
| Mustard Seed Financial, LLC | 0.21% | New | 3,685 | $219K |
| Greenspring Advisors, LLC | 0.05% | No change | 3,625 | $216K |
| Porter White Investment Advisors, Inc. | 0.12% | Add +0.5% | 3,624 | $216K |
| Phillips Financial Management, LLC | 0.02% | Add +0.0% | 3,606 | $215K |
| Smith Anglin Financial, LLC | 0.02% | No change | 3,594 | $214K |
| BOS Asset Management, LLC | 0.09% | New | 3,386 | $202K |
| Tilson Financial Group, Inc. | 0.20% | New | 3,352 | $200K |
| C M Bidwell & Associates Ltd. | 0.11% | New | 2,653 | $158K |
| Coston, McIsaac & Partners | 0.04% | Add +453.4% | 2,291 | $136K |
| Lam Group, Inc. | 0.11% | Add +1.6% | 2,105 | $125K |
| Mather Group, Llc. | 0.00% | Add +17.4% | 2,078 | $123K |
| Concord Wealth Partners | 0.01% | Add +0.5% | 1,141 | $68K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,050 | $62K |
| Royal Bank of Canada | 0.00% | New | 890 | $53K |
| Morgan Stanley | 0.00% | Reduce -3.0% | 865 | $52K |
| Red Lighthouse Investment Management, LLC | 0.02% | Add +23.9% | 669 | $40K |
| McIlrath & Eck, LLC | 0.01% | Add +4.5% | 656 | $39K |
| SJS Investment Consulting Inc. | 0.01% | New | 558 | $33K |
| Morris Financial Concepts, Inc. | 0.01% | Add +6.8% | 409 | $24K |
| Allworth Financial LP | 0.00% | No change | 165 | $10K |
| Quent Capital, LLC | 0.00% | No change | 134 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 22 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 6 | $357 |
| FMR LLC | 0.00% | New | 1 | $60 |
| Cwm, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is DFAW's weight in each manager's 13F, not the share of Dimensional World Eqty ETF the manager owns.