Dimensional World Eqty ETFDFAWETF
13F holders, Q3 2024 (September 30)86holders +11
15new positions
4sold out
$63.26avg. 13F price*
At the end of Q3 2024, 86 institutions reported holding Dimensional World Eqty ETF (DFAW) in their 13F filings, up 11 from Q2 2024. 15 opened new positions and 4 sold out. The largest holders were Arlington Financial Advisors, LLC ($31.6M), First Pacific Financial ($27.2M) and DiNuzzo Private Wealth, Inc. ($17.0M).
- Company
- Dimensional World Eqty ETF
- CUSIP
- 25434V617
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.8M |
| Exits | 4 | $55K |
All 13F filers, Q2 2024 → Q3 2024: 454,053 shares bought and 44,061 shares sold, net +409,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Arlington Financial Advisors, LLC | 6.48% | Add +2.1% | 497,316 | $31.6M |
| First Pacific Financial | 6.37% | Add +13.3% | 429,028 | $27.2M |
| DiNuzzo Private Wealth, Inc. | 2.10% | Reduce -11.9% | 268,426 | $17.0M |
| Strategic Investment Solutions, Inc. | 4.76% | Add +6.1% | 250,204 | $15.9M |
| Abacus Planning Group, Inc. | 2.13% | Add +1.4% | 187,839 | $11.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.99% | Add +4.5% | 159,131 | $10.1M |
| HFG Wealth Management, LLC | 5.72% | No change | 150,714 | $9.0M |
| Sivia Capital Partners, LLC | 5.22% | Add +26.6% | 139,312 | $8.8M |
| Physician Wealth Advisors, Inc. | 1.41% | Add +11.2% | 123,072 | $7.8M |
| Bryant Woods Investment Advisors, LLC | 3.61% | New | 111,782 | $7.1M |
| Stratos Investment Management, LLC | 0.40% | Add +7.2% | 90,807 | $5.8M |
| Apella Capital, LLC | 0.16% | Add +46.3% | 61,943 | $3.9M |
| Builder Investment Group Inc. | 0.95% | Add +7.2% | 55,680 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.5% | 47,418 | $3.0M |
| Main Street Financial Solutions, LLC | 0.24% | Add +3.3% | 41,901 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +119.2% | 41,807 | $2.7M |
| Syverson Strege & Co | 0.79% | Reduce -4.0% | 36,967 | $2.3M |
| Evanson Asset Management, LLC | 0.15% | Add +58.4% | 33,149 | $2.1M |
| Krilogy Financial LLC | 0.14% | Add +11.8% | 31,840 | $2.0M |
| TCI Wealth Advisors, Inc. | 0.14% | Add +234.9% | 25,351 | $1.6M |
| Sprinkle Financial Consultants LLC | 1.13% | Add +10.8% | 24,936 | $1.6M |
| Bank of Montreal | 0.00% | Add +234.0% | 23,347 | $1.5M |
| Focus Partners Wealth | 0.00% | New | 21,845 | $1.4M |
| Spinnaker Investment Group, LLC | 0.31% | Add +43.0% | 20,284 | $1.3M |
| Barry Investment Advisors, LLC | 0.34% | Add +15.8% | 17,380 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Add +37.6% | 17,348 | $1.1M |
| MB Generational Wealth, LLC | 0.51% | Add +8.8% | 11,236 | $713K |
| American Investment Services, Inc. | 0.11% | New | 10,554 | $670K |
| Foster Group, Inc. | 0.02% | Add +17.7% | 10,517 | $667K |
| Ruedi Wealth Management, Inc. | 0.22% | Add +5.0% | 9,957 | $632K |
| Sterling Wealth Management, Inc. | 0.23% | Add +114.8% | 9,848 | $625K |
| RS Crum Inc. | 0.14% | Add +0.1% | 9,169 | $582K |
| Betterment LLC | 0.00% | Add +0.7% | 8,142 | $517K |
| Belpointe Asset Management LLC | 0.03% | Add +2.2% | 7,959 | $505K |
| Fiduciary Financial Group, LLC | 0.11% | Add +75.2% | 7,901 | $498K |
| LPL Financial LLC | 0.00% | New | 7,334 | $465K |
| Root Financial Partners, LLC | 0.07% | Add +0.0% | 6,989 | $444K |
| Falcon Wealth Planning | 0.05% | New | 6,965 | $442K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.5% | 6,417 | $405K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.6% | 6,362 | $401K |
| Blue Trust, Inc. | 0.01% | Add +20.3% | 6,440 | $383K |
| SC&H Financial Advisors, Inc. | 0.08% | Add +8.1% | 5,823 | $370K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -4.9% | 5,577 | $354K |
| JFS Wealth Advisors, LLC | 0.02% | New | 5,525 | $351K |
| Total Wealth Planning, LLC | 0.05% | Reduce -30.0% | 5,515 | $350K |
| Tidal Investments LLC | 0.00% | Add +0.0% | 5,383 | $342K |
| Envestnet Asset Management Inc. | 0.00% | Add +44.1% | 5,313 | $337K |
| DecisionPoint Financial, LLC | 0.10% | Add +1.6% | 5,106 | $324K |
| Alpha Financial Advisors, LLC | 0.14% | Add +7.8% | 5,037 | $320K |
| Investment Advisory Group, LLC | 0.11% | Add +0.0% | 5,024 | $319K |
| Austin Asset Management Co Inc | 0.06% | Add +0.8% | 4,379 | $278K |
| Vestia Personal Wealth Advisors | 0.26% | New | 4,336 | $275K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.9% | 4,313 | $274K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -8.4% | 4,288 | $272K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Add +1.4% | 4,263 | $271K |
| RAM Investment Partners, LLC | 0.07% | Add +7.6% | 4,167 | $264K |
| Tilson Financial Group, Inc. | 0.11% | Add +23.1% | 4,127 | $262K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,124 | $262K |
| BOS Asset Management, LLC | 0.09% | Add +18.6% | 4,016 | $255K |
| Boyce & Associates Wealth Consulting, Inc. | 0.26% | Add +0.0% | 3,935 | $250K |
| Shore Point Advisors, LLC | 0.13% | New | 3,902 | $248K |
| PBMares Wealth Management LLC | 0.05% | New | 3,657 | $232K |
| Porter White Investment Advisors, Inc. | 0.12% | Add +0.4% | 3,637 | $231K |
| Greenspring Advisors, LLC | 0.05% | No change | 3,625 | $230K |
| Mustard Seed Financial, LLC | 0.19% | Reduce -2.3% | 3,601 | $229K |
| Smith Anglin Financial, LLC | 0.02% | No change | 3,594 | $228K |
| Lam Group, Inc. | 0.16% | Add +68.2% | 3,541 | $225K |
| Envision Financial Planning, LLC | 0.11% | New | 3,394 | $215K |
| Phillips Financial Management, LLC | 0.02% | Reduce -9.1% | 3,279 | $208K |
| Summit Financial Strategies, Inc. | 0.02% | New | 3,208 | $204K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 2,653 | $168K |
| Coston, McIsaac & Partners | 0.05% | Add +10.6% | 2,534 | $160K |
| Mather Group, Llc. | 0.00% | Add +5.0% | 2,182 | $138K |
| Farther Finance Advisors, LLC | 0.00% | Add +28.3% | 1,347 | $85K |
| Concord Wealth Partners | 0.01% | Add +0.3% | 1,145 | $73K |
| Morgan Stanley | 0.00% | Reduce -3.1% | 838 | $53K |
| McIlrath & Eck, LLC | 0.01% | Add +3.7% | 680 | $43K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 669 | $42K |
| SJS Investment Consulting Inc. | 0.01% | Add +19.4% | 666 | $42K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -51.3% | 199 | $13K |
| Allworth Financial LP | 0.00% | No change | 165 | $10K |
| Quent Capital, LLC | 0.00% | No change | 134 | $9K |
| Cardiff Park Advisors, LLC | 0.00% | New | 17 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 13 | $825 |
| Avior Wealth Management, LLC | 0.00% | New | 2 | $127 |
| Cwm, LLC | 0.00% | No change | 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.