Dimensional World Eqty ETFDFAWETF

13F holders, Q4 2025 (December 31)
190holders +26
22new positions
11sold out
1famous investor
$74.07avg. 13F price*

At the end of Q4 2025, 190 institutions reported holding Dimensional World Eqty ETF (DFAW) in their 13F filings, up 26 from Q3 2025. 22 opened new positions and 11 sold out. The largest holders were First Pacific Financial ($60.4M), Wealth Management Nebraska ($50.0M) and Arlington Financial Advisors, LLC ($47.4M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$8.1M
Exits11$5.2M

All 13F filers, Q3 2025 → Q4 2025: 1,399,690 shares bought and 98,598 shares sold, net +1,301,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 190 holders

First Pacific Financial 7.88% Add +22.8% 815,807 $60.4M
Wealth Management Nebraska 5.71% Add +13.7% 675,204 $50.0M
Arlington Financial Advisors, LLC 6.79% Add +3.6% 640,351 $47.4M
Farther Finance Advisors, LLC 0.28% Add +26611.2% 348,314 $25.8M
Strategic Investment Solutions, Inc. 5.05% Add +18.3% 282,555 $21.0M
DiNuzzo Private Wealth, Inc. 1.89% Reduce -3.6% 234,834 $17.4M
Abacus Planning Group, Inc. 2.03% Add +1.4% 205,711 $15.2M
McMill Wealth Management 3.72% Add +21.1% 178,956 $13.2M
Stratos Investment Management, LLC 0.49% Add +6.2% 165,573 $12.2M
Sivia Capital Partners, LLC 2.45% Add +3.0% 163,549 $12.1M
Keyes, Stange & Wooten Wealth Management, LLC 5.68% Add +0.5% 162,126 $12.0M
Bryant Woods Investment Advisors, LLC 4.55% Reduce -0.5% 158,740 $11.7M
Physician Wealth Advisors, Inc. 1.56% Reduce -2.7% 151,398 $11.2M
Triune Financial Partners, LLC 2.56% Add +0.8% 143,137 $11.0M
Greenspring Advisors, LLC 0.67% Add +3433.9% 147,189 $10.9M
Maseco LLP 0.44% Add +1.8% 136,351 $10.1M
JPMorgan Chase & Co. 0.00% Add +18.7% 135,397 $10.0M
HFG Wealth Management, LLC 5.52% Add +2.1% 135,342 $10.0M
Plancorp, LLC 0.30% Add +93.7% 132,242 $9.8M
Apella Capital, LLC 0.19% Add +17.8% 127,508 $9.4M
Royal Harbor Partners, LLC 2.89% Add +7.8% 118,083 $8.7M
American Investment Services, Inc. 1.93% Add +9.4% 112,427 $8.3M
Demming Financial Services Corp. 5.23% — 94,044 $7.0M
Strathmore Capital Advisors, Inc. 2.09% Add +37.2% 86,092 $6.4M
Evanson Asset Management, LLC 0.34% Add +18.5% 84,719 $6.3M
TCI Wealth Advisors, Inc. 0.30% Add +5.3% 73,519 $5.4M
Builder Investment Group Inc. 1.08% Add +6.5% 67,483 $5.0M
Commonwealth Equity Services, LLC 0.01% Add +0.8% 66,912 $5.0M
AQR Capital Management 0.00% Add +176.3% 55,915 $4.1M
LPL Financial LLC 0.00% Add +4.7% 52,983 $3.9M
Sprinkle Financial Consultants LLC 1.77% Add +3.7% 47,195 $3.5M
Mather Group, Llc. 0.03% Add +1.4% 45,434 $3.4M
Krilogy Financial LLC 0.11% Add +2.0% 43,000 $3.3M
SC&H Financial Advisors, Inc. 0.49% Add +19.7% 42,787 $3.2M
Berger Financial Group, Inc 0.17% Add +10.1% 40,446 $3.0M
Prudent Man Investment Management, Inc. 0.99% Add +29.9% 39,792 $2.9M
Warburton Capital Management, LLC 1.51% Add +4.8% 36,244 $2.7M
Parkshore Wealth Management, Inc. 1.01% Add +16.5% 36,234 $2.7M
Barry Investment Advisors, LLC 0.60% Add +15.1% 36,164 $2.7M
BIP Wealth, LLC 0.09% Add +301.5% 34,102 $2.5M
Focus Partners Wealth 0.00% Reduce -8.2% 32,671 $2.4M
HighTower Advisors, LLC 0.00% Add +75.3% 32,533 $2.4M
Rachor Investment Advisory Services, LLC 1.25% — 31,970 $2.4M
AssuredPartners Investment Advisors, LLC 0.35% Add +21.2% 31,858 $2.4M
Spinnaker Investment Group, LLC 0.43% Add +8.5% 31,738 $2.3M
MB Generational Wealth, LLC 1.16% Add +30.8% 29,511 $2.2M
Syverson Strege & Co 0.51% Reduce -2.7% 29,134 $2.2M
Vestia Personal Wealth Advisors 1.04% Add +25.8% 26,873 $2.0M
Babb Wealth Advisors LLC 1.14% Add +2.1% 27,335 $2.0M
Keystone Financial Group, Inc. 0.98% Add +18.4% 25,202 $1.9M
Parkwoods Wealth Partners, LLC 0.54% Add +17.0% 24,901 $1.8M
Beacon Pointe Advisors, LLC 0.01% Add +16.3% 24,247 $1.8M
Keating Financial Advisory Services, Inc. 0.24% — 24,123 $1.8M
Monograph Wealth Advisors, LLC 0.17% Add +58.3% 23,972 $1.8M
Raymond James Financial Inc. 0.00% Add +30.6% 23,399 $1.7M
Aspen Capital Management, LLC 0.43% Add +44.1% 23,277 $1.7M
Fiduciary Financial Group, LLC 0.24% Add +11.9% 23,133 $1.7M
Kesler, Norman & Wride, LLC 0.29% New 23,007 $1.7M
Mosaic Family Wealth Partners, LLC 0.18% Add +2.4% 21,773 $1.6M
Cogent Private Wealth, Inc. 1.22% — 21,730 $1.6M
Chicago Partners Investment Group LLC 0.04% Add +2.2% 19,647 $1.5M
Sterling Wealth Management, Inc. 0.42% Reduce -6.2% 19,726 $1.5M
Bank of Montreal 0.00% Add +7.2% 18,653 $1.4M
Cardiff Park Advisors, LLC 0.11% Add +0.4% 18,576 $1.4M
Betterment LLC 0.00% Reduce -1.1% 17,824 $1.3M
Pacific Asset Management, LLC 0.78% Add +20.2% 17,633 $1.3M
Jane Street Group, LLC 0.00% Add +81.8% 16,729 $1.2M
Mercer Global Advisors Inc. 0.00% Add +220.4% 16,493 $1.2M
Shore Point Advisors, LLC 0.50% Add +34.5% 16,016 $1.2M
Foundations Investment Advisors, LLC 0.02% New 15,827 $1.2M
Foster Group, Inc. 0.04% Add +2.5% 15,720 $1.2M
Cary Street Partners Financial LLC 0.03% Add +10.7% 15,080 $1.1M
Mustard Seed Financial, LLC 0.68% Add +43.1% 14,523 $1.1M
Riverbend Wealth Management, LLC 0.68% Add +16.8% 14,500 $1.1M
IHT Wealth Management, LLC 0.03% New 14,300 $1.1M
Wellington-Altus USA Inc. 0.77% — 14,125 $1.0M
Mills Wealth Advisors LLC 0.40% Add +28.9% 13,865 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -0.3% 13,787 $1.0M
Blue Trust, Inc. 0.01% Add +13.4% 13,060 $966K
Ruedi Wealth Management, Inc. 0.25% Add +8.6% 12,715 $941K
Highland Financial Advisors, LLC 0.26% No change 12,587 $931K
Nemes Rush Group LLC 0.09% Add +3.5% 12,277 $908K
Falcon Wealth Planning 0.07% Reduce -4.0% 11,320 $837K
FMB Wealth Management 0.33% Add +7.6% 11,289 $835K
Master's Wealth Management Inc. 0.30% New 11,275 $834K
Savvy Advisors, Inc. 0.03% Add +19.1% 11,188 $828K
Annandale Capital, LLC 0.13% Add +61.3% 10,950 $810K
Envision Financial Planning, LLC 0.30% Add +9.7% 10,582 $783K
Tilson Financial Group, Inc. 0.24% Add +96.5% 10,542 $780K
Waterfront Wealth Inc. 0.15% Add +9.9% 10,113 $777K
Cwm, LLC 0.00% Add +731.0% 10,396 $769K
Bannerman Wealth Management Group, LLC 0.51% Add +0.8% 9,753 $722K
JFS Wealth Advisors, LLC 0.04% Add +25.4% 9,720 $719K
Legacy Financial Group, Inc. 0.19% Add +33.2% 9,669 $715K
Savant Capital, LLC 0.00% Add +98.2% 9,634 $713K
Visionary Wealth Advisors 0.03% Add +7.3% 9,454 $699K
Austin Asset Management Co Inc 0.12% No change 9,374 $693K
OneDigital Investment Advisors LLC 0.01% Add +12.7% 8,858 $655K
EverSource Wealth Advisors, LLC 0.02% Add +4.0% 8,497 $629K
Legacy Capital Wealth Partners, LLC 0.13% Add +172.5% 8,152 $603K

"% 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 190 holders