Dimensional World Eqty ETFDFAWETF
13F holders, Q1 2025 (March 31)139holders +14
18new positions
4sold out
2famous investors
$61.28avg. 13F price*
At the end of Q1 2025, 139 institutions reported holding Dimensional World Eqty ETF (DFAW) in their 13F filings, up 14 from Q4 2024. 18 opened new positions and 4 sold out. The largest holders were First Pacific Financial ($33.2M), Arlington Financial Advisors, LLC ($32.2M) and Wealth Management Nebraska ($24.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional World Eqty ETF
- CUSIP
- 25434V617
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.4M |
| Exits | 4 | $13.5M |
All 13F filers, Q4 2024 → Q1 2025: 920,364 shares bought and 306,042 shares sold, net +614,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| First Pacific Financial | 6.74% | Add +10.9% | 541,786 | $33.2M |
| Arlington Financial Advisors, LLC | 5.66% | Add +2.3% | 525,915 | $32.2M |
| Wealth Management Nebraska | 3.72% | Add +21.9% | 399,224 | $24.5M |
| Strategic Investment Solutions, Inc. | 5.82% | Add +53.3% | 326,905 | $20.0M |
| DiNuzzo Private Wealth, Inc. | 1.95% | Reduce -1.7% | 253,221 | $15.5M |
| Abacus Planning Group, Inc. | 2.30% | Add +9.8% | 214,416 | $13.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.61% | Reduce -6.6% | 161,064 | $9.9M |
| Physician Wealth Advisors, Inc. | 1.54% | Add +3.8% | 146,218 | $9.0M |
| Sivia Capital Partners, LLC | 4.13% | Reduce -5.9% | 144,248 | $8.8M |
| Bryant Woods Investment Advisors, LLC | 4.25% | Add +18.1% | 144,076 | $8.8M |
| HFG Wealth Management, LLC | 4.96% | Reduce -7.0% | 131,113 | $8.2M |
| Stratos Investment Management, LLC | 0.41% | Add +68.5% | 125,037 | $7.7M |
| American Investment Services, Inc. | 1.13% | Add +3.7% | 104,496 | $6.4M |
| McMill Wealth Management | 2.26% | Add +30.6% | 102,398 | $6.3M |
| Apella Capital, LLC | 0.18% | Add +27.4% | 87,890 | $5.2M |
| Builder Investment Group Inc. | 1.06% | Add +1.8% | 60,816 | $3.7M |
| Evanson Asset Management, LLC | 0.25% | Add +26.3% | 58,096 | $3.6M |
| LPL Financial LLC | 0.00% | Add +179.1% | 55,177 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.04% | New | 53,703 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.2% | 53,017 | $3.2M |
| Raymond James Financial Inc. | 0.00% | New | 46,935 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +425.2% | 44,815 | $2.7M |
| Mather Group, Llc. | 0.03% | Add +1907.4% | 43,801 | $2.7M |
| Main Street Financial Solutions, LLC | 0.23% | Add +1.0% | 42,328 | $2.6M |
| Sprinkle Financial Consultants LLC | 1.49% | Add +17.5% | 38,256 | $2.3M |
| TCI Wealth Advisors, Inc. | 0.19% | Add +13.3% | 38,114 | $2.3M |
| Syverson Strege & Co | 0.71% | Reduce -0.8% | 36,191 | $2.2M |
| Plancorp, LLC | 0.09% | Add +485.9% | 35,802 | $2.2M |
| Townsquare Capital LLC | 0.02% | Add +435.8% | 34,025 | $2.1M |
| Krilogy Financial LLC | 0.13% | Add +3.8% | 33,224 | $2.0M |
| Spinnaker Investment Group, LLC | 0.45% | Add +26.5% | 32,741 | $2.0M |
| Babb Wealth Advisors LLC | 1.53% | Reduce -1.9% | 31,223 | $1.9M |
| Prudent Man Investment Management, Inc. | 1.06% | No change | 30,627 | $1.9M |
| Warburton Capital Management, LLC | 1.23% | Add +26.0% | 27,801 | $1.7M |
| Parkshore Wealth Management, Inc. | 0.96% | Add +17.0% | 27,047 | $1.7M |
| Barry Investment Advisors, LLC | 0.42% | Add +41.0% | 26,020 | $1.6M |
| Berger Financial Group, Inc | 0.11% | Add +204.2% | 25,056 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.29% | Add +155.9% | 24,429 | $1.5M |
| AssuredPartners Investment Advisors, LLC | 0.28% | Reduce -30.2% | 23,666 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +5.2% | 23,114 | $1.4M |
| AQR Capital Management | 0.00% | No change | 20,240 | $1.2M |
| MB Generational Wealth, LLC | 0.89% | Add +22.3% | 19,463 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Add +17.0% | 18,437 | $1.1M |
| Cardiff Park Advisors, LLC | 0.11% | Add +107800.0% | 18,343 | $1.1M |
| Triune Financial Partners, LLC | 0.35% | Add +106.2% | 17,783 | $1.1M |
| Ruedi Wealth Management, Inc. | 0.27% | Add +26.1% | 14,166 | $868K |
| Jane Street Group, LLC | 0.00% | Reduce -68.3% | 13,615 | $834K |
| Keystone Financial Group, Inc. | 0.58% | Add +17.5% | 13,413 | $827K |
| Foster Group, Inc. | 0.03% | Add +25.9% | 13,357 | $819K |
| Bank of Montreal | 0.00% | Add +11.9% | 13,194 | $809K |
| Parkwoods Wealth Partners, LLC | 0.54% | Add +161.1% | 12,991 | $796K |
| Monograph Wealth Advisors, LLC | 0.11% | Add +192.6% | 12,604 | $772K |
| Fiduciary Financial Group, LLC | 0.16% | Reduce -32.1% | 12,863 | $734K |
| Aspen Capital Management, LLC | 0.23% | — | 11,979 | $734K |
| Vestia Personal Wealth Advisors | 0.57% | Add +45.3% | 11,816 | $724K |
| Falcon Wealth Planning | 0.08% | Reduce -0.7% | 11,400 | $699K |
| Riverbend Wealth Management, LLC | 0.62% | Add +18.5% | 11,361 | $696K |
| Fifth Third Bancorp | 0.00% | New | 11,235 | $688K |
| Total Wealth Planning, LLC | 0.10% | Add +19.5% | 10,987 | $673K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -14.7% | 10,710 | $661K |
| Pacific Asset Management, LLC | 0.58% | Add +101.3% | 10,637 | $652K |
| Betterment LLC | 0.00% | Add +12.6% | 9,426 | $578K |
| Austin Asset Management Co Inc | 0.12% | Add +0.5% | 9,233 | $566K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +19.2% | 9,170 | $562K |
| Blue Trust, Inc. | 0.01% | Reduce -8.3% | 8,471 | $519K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +10.0% | 8,151 | $500K |
| Belpointe Asset Management LLC | 0.03% | No change | 7,959 | $488K |
| Jentner Corp | 0.14% | No change | 7,854 | $481K |
| Nemes Rush Group LLC | 0.06% | Add +81.8% | 7,792 | $477K |
| RS Crum Inc. | 0.13% | Reduce -11.0% | 7,789 | $477K |
| Hippocratic Financial Advisors, LLC | 0.27% | Add +0.6% | 7,479 | $458K |
| Cary Street Partners Financial LLC | 0.01% | New | 7,447 | $456K |
| Mustard Seed Financial, LLC | 0.37% | Add +42.6% | 7,443 | $456K |
| Shore Point Advisors, LLC | 0.24% | Add +19.3% | 7,371 | $452K |
| Mills Wealth Advisors LLC | 0.24% | Add +89.7% | 7,339 | $450K |
| RAM Investment Partners, LLC | 0.11% | Add +49.6% | 7,187 | $440K |
| Phillips Financial Management, LLC | 0.03% | Add +1.4% | 7,068 | $433K |
| Root Financial Partners, LLC | 0.05% | No change | 6,989 | $428K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,618 | $406K |
| PBMares Wealth Management LLC | 0.07% | Add +49.4% | 6,048 | $371K |
| Compass Capital Corp. /Ma/ | 0.19% | No change | 6,433 | $366K |
| DecisionPoint Financial, LLC | 0.11% | Add +8.0% | 5,930 | $363K |
| Alpha Financial Advisors, LLC | 0.16% | Add +7.5% | 5,729 | $351K |
| Envestnet Asset Management Inc. | 0.00% | Add +16.8% | 5,692 | $349K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,525 | $339K |
| Boyce & Associates Wealth Consulting, Inc. | 0.32% | Add +8.8% | 5,191 | $318K |
| Mutual Advisors, LLC | 0.01% | Add +40.4% | 5,212 | $315K |
| FMB Wealth Management | 0.17% | Add +12.6% | 5,131 | $314K |
| Corient Private Wealth LP | 0.00% | New | 5,131 | $314K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.8% | 4,701 | $288K |
| Savvy Advisors, Inc. | 0.03% | New | 4,659 | $286K |
| Tilson Financial Group, Inc. | 0.11% | Add +32.2% | 4,606 | $282K |
| Mariner, LLC | 0.00% | New | 4,495 | $275K |
| BOS Asset Management, LLC | 0.09% | Reduce -5.6% | 4,303 | $264K |
| Blue Oak Capital, LLC | 0.14% | New | 4,267 | $261K |
| Adero Partners, LLC | 0.02% | Add +18.3% | 4,236 | $260K |
| Waterfront Wealth Inc. | 0.06% | New | 4,194 | $257K |
| Investment Advisory Group, LLC | 0.08% | Reduce -18.9% | 4,140 | $254K |
| Envision Financial Planning, LLC | 0.13% | Add +17.1% | 4,112 | $252K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Add +22.0% | 4,081 | $250K |
| Citadel Advisors | 0.00% | New | 4,040 | $248K |
| Greenspring Advisors, LLC | 0.06% | No change | 4,030 | $247K |
| GEM Asset Management, LLC | 0.13% | New | 3,832 | $236K |
| Savant Capital, LLC | 0.00% | Add +15.7% | 3,842 | $235K |
| Fonville Wealth Management LLC | 0.07% | Add +0.5% | 3,802 | $233K |
| Annandale Capital, LLC | 0.04% | Add +14.7% | 3,793 | $232K |
| Smith Anglin Financial, LLC | 0.02% | Add +0.2% | 3,619 | $222K |
| Visionary Wealth Advisors | 0.01% | New | 3,592 | $220K |
| Pillar Financial Advisors, LLC | 0.16% | Add +10.3% | 3,577 | $219K |
| Lam Group, Inc. | 0.16% | Reduce -3.4% | 3,484 | $214K |
| Porter White Investment Advisors, Inc. | 0.10% | Add +0.1% | 3,317 | $203K |
| Brighton Jones LLC | 0.01% | New | 3,295 | $202K |
| Rehmann Capital Advisory Group | 0.01% | No change | 3,288 | $201K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 3,068 | $188K |
| Coston, McIsaac & Partners | 0.05% | Reduce -1.2% | 2,686 | $164K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 2,653 | $163K |
| Elevate Wealth Advisory, Inc. | 0.08% | New | 1,857 | $114K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.9% | 1,710 | $105K |
| Concord Wealth Partners | 0.02% | Reduce -17.7% | 1,534 | $94K |
| Curio Wealth, LLC | 0.05% | Reduce -99.8% | 3 | $93K |
| Crews Bank & Trust | 0.01% | No change | 1,265 | $78K |
| Osaic Holdings, Inc. | 0.00% | Add +180.5% | 1,077 | $66K |
| Asset Dedication, LLC | 0.01% | New | 1,064 | $65K |
| SJS Investment Consulting Inc. | 0.01% | Add +19.5% | 975 | $60K |
| Morgan Stanley | 0.00% | Reduce -2.9% | 785 | $48K |
| McIlrath & Eck, LLC | 0.01% | Add +1.9% | 698 | $43K |
| Red Lighthouse Investment Management, LLC | 0.01% | Reduce -47.8% | 540 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 486 | $30K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -17.0% | 492 | $30K |
| Promus Capital, LLC | 0.02% | Add +0.2% | 482 | $30K |
| Wells Fargo & Company | 0.00% | New | 395 | $24K |
| Cloud Capital Management, LLC | 0.02% | — | 376 | $23K |
| Pinney & Scofield, Inc. | 0.02% | Add +59.0% | 369 | $23K |
| Allworth Financial LP | 0.00% | Add +51.5% | 250 | $15K |
| Morris Financial Concepts, Inc. | 0.01% | Add +14.1% | 227 | $14K |
| Quent Capital, LLC | 0.00% | No change | 134 | $8K |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.0% | 81 | $5K |
| Tortoise Investment Management, LLC | 0.00% | No change | 13 | $797 |
| Cordant, Inc. | 0.00% | No change | 1 | $62 |
"% of holder's portfolio" is DFAW's weight in each manager's 13F, not the share of Dimensional World Eqty ETF the manager owns.