Dimensional World Eqty ETFDFAWETF
13F holders, Q2 2025 (June 30)148holders +9
21new positions
12sold out
1famous investor
$66.95avg. 13F price*
At the end of Q2 2025, 148 institutions reported holding Dimensional World Eqty ETF (DFAW) in their 13F filings, up 9 from Q1 2025. 21 opened new positions and 12 sold out. The largest holders were First Pacific Financial ($41.7M), Arlington Financial Advisors, LLC ($39.1M) and Wealth Management Nebraska ($32.6M). 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $13.0M |
| Exits | 12 | $8.0M |
All 13F filers, Q1 2025 → Q2 2025: 953,527 shares bought and 350,965 shares sold, net +602,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| First Pacific Financial | 6.15% | Add +14.7% | 621,634 | $41.7M |
| Arlington Financial Advisors, LLC | 6.40% | Add +10.9% | 583,061 | $39.1M |
| Wealth Management Nebraska | 4.40% | Add +22.1% | 487,566 | $32.6M |
| DiNuzzo Private Wealth, Inc. | 1.96% | Reduce -2.8% | 246,172 | $16.5M |
| Strategic Investment Solutions, Inc. | 4.48% | Reduce -32.6% | 220,243 | $14.8M |
| Abacus Planning Group, Inc. | 2.17% | Add +1.4% | 217,521 | $14.6M |
| Stratos Investment Management, LLC | 0.58% | Add +51.0% | 188,794 | $12.7M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.55% | Reduce -1.1% | 159,219 | $10.7M |
| Bryant Woods Investment Advisors, LLC | 4.49% | Add +7.6% | 155,007 | $10.4M |
| Sivia Capital Partners, LLC | 3.49% | Add +5.9% | 152,823 | $10.3M |
| Physician Wealth Advisors, Inc. | 1.55% | Add +0.6% | 147,043 | $9.9M |
| Triune Financial Partners, LLC | 2.70% | Add +723.8% | 146,493 | $9.8M |
| Maseco LLP | 0.34% | — | 133,950 | $9.0M |
| McMill Wealth Management | 2.71% | Add +19.7% | 122,525 | $8.2M |
| HFG Wealth Management, LLC | 4.45% | Reduce -9.1% | 119,203 | $7.3M |
| American Investment Services, Inc. | 1.76% | Reduce -1.7% | 102,722 | $6.9M |
| Royal Harbor Partners, LLC | 2.52% | New | 102,632 | $6.9M |
| Apella Capital, LLC | 0.18% | Add +11.7% | 98,127 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Add +100785.2% | 81,717 | $5.5M |
| Evanson Asset Management, LLC | 0.26% | Add +7.6% | 62,525 | $4.2M |
| Builder Investment Group Inc. | 1.03% | Add +2.6% | 62,398 | $4.2M |
| TCI Wealth Advisors, Inc. | 0.28% | Add +61.9% | 61,721 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.9% | 61,429 | $4.1M |
| Strathmore Capital Advisors, Inc. | 1.73% | — | 57,586 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -10.7% | 49,250 | $3.3M |
| Plancorp, LLC | 0.11% | Add +34.6% | 48,200 | $3.2M |
| Main Street Financial Solutions, LLC | 0.23% | Add +12.9% | 47,782 | $3.2M |
| Sprinkle Financial Consultants LLC | 1.80% | Add +14.8% | 43,922 | $2.9M |
| Mather Group, Llc. | 0.03% | Add +0.1% | 43,826 | $2.9M |
| SC&H Financial Advisors, Inc. | 0.43% | Add +52.3% | 37,196 | $2.5M |
| Syverson Strege & Co | 0.58% | Add +1.8% | 36,836 | $2.5M |
| Berger Financial Group, Inc | 0.15% | Add +41.4% | 35,440 | $2.4M |
| Focus Partners Wealth | 0.01% | Add +53.1% | 35,388 | $2.4M |
| Krilogy Financial LLC | 0.13% | Add +0.8% | 33,474 | $2.2M |
| Warburton Capital Management, LLC | 1.25% | Add +11.1% | 30,884 | $2.1M |
| Barry Investment Advisors, LLC | 0.48% | Add +11.3% | 28,958 | $1.9M |
| Prudent Man Investment Management, Inc. | 1.06% | No change | 30,627 | $1.9M |
| Parkshore Wealth Management, Inc. | 0.92% | Add +3.7% | 28,059 | $1.9M |
| Babb Wealth Advisors LLC | 1.32% | Reduce -14.3% | 26,743 | $1.8M |
| AssuredPartners Investment Advisors, LLC | 0.42% | Add +9.2% | 25,833 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -48.4% | 24,224 | $1.6M |
| Spinnaker Investment Group, LLC | 0.38% | Reduce -26.1% | 24,179 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +63.5% | 22,265 | $1.5M |
| AQR Capital Management | 0.00% | No change | 20,240 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.17% | Add +9.3% | 20,142 | $1.4M |
| HighTower Advisors, LLC | 0.00% | New | 19,060 | $1.3M |
| Cardiff Park Advisors, LLC | 0.11% | Add +0.6% | 18,443 | $1.2M |
| Vestia Personal Wealth Advisors | 0.85% | Add +55.7% | 18,398 | $1.2M |
| Sterling Wealth Management, Inc. | 0.41% | — | 17,988 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Add +61.7% | 17,314 | $1.2M |
| Parkwoods Wealth Partners, LLC | 0.69% | Add +36.7% | 17,759 | $1.2M |
| Betterment LLC | 0.00% | Add +86.2% | 17,549 | $1.2M |
| Foster Group, Inc. | 0.04% | Add +14.4% | 15,275 | $1.0M |
| Fiduciary Financial Group, LLC | 0.18% | Add +15.3% | 14,827 | $998K |
| Keystone Financial Group, Inc. | 0.62% | Add +7.4% | 14,404 | $979K |
| Monograph Wealth Advisors, LLC | 0.12% | Add +15.7% | 14,579 | $978K |
| Aspen Capital Management, LLC | 0.25% | Add +11.2% | 13,320 | $893K |
| Bank of Montreal | 0.00% | Reduce -1.6% | 12,982 | $871K |
| Highland Financial Advisors, LLC | 0.27% | New | 12,587 | $844K |
| Ruedi Wealth Management, Inc. | 0.24% | Reduce -13.3% | 12,282 | $824K |
| Riverbend Wealth Management, LLC | 0.61% | Add +6.5% | 12,098 | $812K |
| Falcon Wealth Planning | 0.08% | Add +3.8% | 11,837 | $794K |
| Blue Trust, Inc. | 0.01% | Add +35.4% | 11,469 | $769K |
| Nemes Rush Group LLC | 0.08% | Add +44.7% | 11,274 | $756K |
| Cary Street Partners Financial LLC | 0.02% | Add +48.4% | 11,054 | $741K |
| Pacific Asset Management, LLC | 0.58% | Add +0.7% | 10,709 | $718K |
| Mustard Seed Financial, LLC | 0.51% | Add +40.9% | 10,486 | $703K |
| Shore Point Advisors, LLC | 0.32% | Add +36.0% | 10,023 | $672K |
| Total Wealth Planning, LLC | 0.08% | Reduce -10.8% | 9,803 | $658K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.1% | 9,544 | $640K |
| Austin Asset Management Co Inc | 0.13% | Add +2.0% | 9,422 | $632K |
| Envision Financial Planning, LLC | 0.29% | Add +126.2% | 9,302 | $624K |
| Mills Wealth Advisors LLC | 0.28% | Add +24.8% | 9,157 | $614K |
| Waterfront Wealth Inc. | 0.13% | Add +105.0% | 8,597 | $577K |
| Belpointe Asset Management LLC | 0.02% | Add +1.9% | 8,113 | $544K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 8,099 | $543K |
| Hippocratic Financial Advisors, LLC | 0.29% | Add +7.5% | 8,043 | $540K |
| Bannerman Wealth Management Group, LLC | 0.41% | New | 7,991 | $536K |
| Jentner Corp | 0.14% | Add +1.7% | 7,987 | $536K |
| RS Crum Inc. | 0.13% | Add +1.1% | 7,874 | $528K |
| Verum Partners LLC | 0.11% | New | 7,112 | $477K |
| Savvy Advisors, Inc. | 0.03% | Add +49.1% | 6,947 | $466K |
| PBMares Wealth Management LLC | 0.09% | Add +14.8% | 6,941 | $466K |
| Envestnet Asset Management Inc. | 0.00% | Add +21.4% | 6,912 | $464K |
| RAM Investment Partners, LLC | 0.10% | Reduce -5.0% | 6,824 | $458K |
| Annandale Capital, LLC | 0.08% | Add +78.9% | 6,785 | $455K |
| DecisionPoint Financial, LLC | 0.12% | Add +13.5% | 6,732 | $453K |
| Root Financial Partners, LLC | 0.04% | Reduce -4.3% | 6,686 | $448K |
| Phillips Financial Management, LLC | 0.03% | Reduce -7.3% | 6,555 | $440K |
| JFS Wealth Advisors, LLC | 0.03% | Add +18.2% | 6,531 | $438K |
| FMB Wealth Management | 0.21% | Add +27.3% | 6,531 | $438K |
| Visionary Wealth Advisors | 0.02% | Add +80.7% | 6,491 | $435K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 6,417 | $431K |
| Boyce & Associates Wealth Consulting, Inc. | 0.38% | Add +18.9% | 6,173 | $414K |
| Modera Wealth Management, LLC | 0.00% | New | 5,279 | $354K |
| Creative Planning | 0.00% | New | 5,162 | $346K |
| Tilson Financial Group, Inc. | 0.12% | Add +6.9% | 4,923 | $330K |
| Advisory Services Network, LLC | 0.01% | New | 4,806 | $327K |
| BOS Asset Management, LLC | 0.10% | Add +13.1% | 4,865 | $326K |
| GEM Asset Management, LLC | 0.17% | Add +25.1% | 4,792 | $323K |
| Alpha Financial Advisors, LLC | 0.12% | Reduce -16.2% | 4,799 | $322K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,759 | $319K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.0% | 4,588 | $317K |
| Savant Capital, LLC | 0.00% | Add +21.1% | 4,652 | $312K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 4,555 | $306K |
| Brighton Jones LLC | 0.01% | Add +33.8% | 4,407 | $296K |
| Blue Oak Capital, LLC | 0.15% | Reduce -1.1% | 4,220 | $283K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +35.4% | 4,155 | $278K |
| Investment Advisory Group, LLC | 0.08% | Add +0.0% | 4,141 | $278K |
| Mission Wealth Management, LP | 0.01% | New | 3,999 | $268K |
| Pillar Financial Advisors, LLC | 0.18% | Add +7.7% | 3,851 | $258K |
| Fonville Wealth Management LLC | 0.06% | Add +0.3% | 3,812 | $256K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -91.7% | 3,722 | $250K |
| Elevate Wealth Advisory, Inc. | 0.18% | Add +98.6% | 3,688 | $247K |
| Smith Anglin Financial, LLC | 0.02% | Add +0.6% | 3,639 | $244K |
| Lam Group, Inc. | 0.16% | Add +0.2% | 3,492 | $234K |
| Porter White Investment Advisors, Inc. | 0.10% | Add +0.4% | 3,330 | $223K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -3.0% | 3,190 | $214K |
| Pathstone Holdings, LLC | 0.00% | New | 3,110 | $209K |
| Safeguard Investment Advisory Group, LLC | 0.05% | Reduce -24.8% | 3,070 | $206K |
| Keb Asset Management, LLC | 0.05% | New | 3,014 | $202K |
| Coston, McIsaac & Partners | 0.05% | Add +4.2% | 2,798 | $187K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 2,653 | $178K |
| Osaic Holdings, Inc. | 0.00% | Add +121.7% | 2,388 | $160K |
| Concord Wealth Partners | 0.02% | Add +0.6% | 1,543 | $103K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -20.1% | 1,366 | $92K |
| Asset Dedication, LLC | 0.01% | Add +27.4% | 1,356 | $91K |
| Curio Wealth, LLC | 0.04% | Add +44133.3% | 1,327 | $89K |
| Crews Bank & Trust | 0.01% | No change | 1,265 | $85K |
| Cwm, LLC | 0.00% | New | 1,135 | $76K |
| Red Lighthouse Investment Management, LLC | 0.03% | Add +99.4% | 1,077 | $72K |
| SJS Investment Consulting Inc. | 0.01% | Add +9.8% | 1,071 | $72K |
| McIlrath & Eck, LLC | 0.01% | Add +15.9% | 809 | $54K |
| Morgan Stanley | 0.00% | Reduce -5.0% | 746 | $50K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.2% | 487 | $33K |
| Promus Capital, LLC | 0.02% | Add +0.6% | 485 | $33K |
| Pinney & Scofield, Inc. | 0.02% | Add +20.9% | 446 | $30K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -12.6% | 430 | $29K |
| LRI Investments, LLC | 0.00% | New | 418 | $28K |
| Morris Financial Concepts, Inc. | 0.01% | Add +78.8% | 406 | $27K |
| Royal Bank of Canada | 0.00% | New | 290 | $19K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 278 | $19K |
| Allworth Financial LP | 0.00% | No change | 250 | $17K |
| US Bancorp \de | 0.00% | New | 163 | $11K |
| Maryland Capital Advisors Inc. | 0.00% | New | 146 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | New | 83 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 13 | $872 |
| Cordant, Inc. | 0.00% | Add +100.0% | 2 | $135 |
"% of holder's portfolio" is DFAW's weight in each manager's 13F, not the share of Dimensional World Eqty ETF the manager owns.