Dimensional World Eqty ETFDFAWETF
13F holders, Q1 2026 (March 31)203holders +13
26new positions
11sold out
2famous investors
$73.73avg. 13F price*
At the end of Q1 2026, 203 institutions reported holding Dimensional World Eqty ETF (DFAW) in their 13F filings, up 13 from Q4 2025. 26 opened new positions and 11 sold out. The largest holders were First Pacific Financial ($63.8M), Wealth Management Nebraska ($59.3M) and Arlington Financial Advisors, LLC ($47.8M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $10.8M |
| Exits | 11 | $15.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,219,695 shares bought and 303,121 shares sold, net +916,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| First Pacific Financial | 8.22% | Add +6.1% | 865,248 | $63.8M |
| Wealth Management Nebraska | 6.01% | Add +19.1% | 804,355 | $59.3M |
| Arlington Financial Advisors, LLC | 6.81% | Add +1.2% | 648,037 | $47.8M |
| Farther Finance Advisors, LLC | 0.25% | Add +4.0% | 362,171 | $26.9M |
| Strategic Investment Solutions, Inc. | 5.01% | Reduce -0.6% | 280,765 | $20.7M |
| Focus Partners Wealth | 0.02% | Add +714.4% | 266,084 | $19.6M |
| DiNuzzo Private Wealth, Inc. | 1.85% | Reduce -0.7% | 233,140 | $17.2M |
| Abacus Planning Group, Inc. | 2.10% | Add +3.0% | 211,923 | $15.6M |
| Plancorp, LLC | 0.38% | Add +32.4% | 175,115 | $13.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.67% | Add +6.3% | 172,254 | $12.7M |
| JPMorgan Chase & Co. | 0.00% | Add +29.1% | 174,765 | $12.5M |
| Bryant Woods Investment Advisors, LLC | 4.58% | Add +6.4% | 168,830 | $12.5M |
| Greenspring Advisors, LLC | 0.73% | Add +10.6% | 162,731 | $12.0M |
| Stratos Investment Management, LLC | 0.47% | Reduce -3.7% | 159,513 | $11.8M |
| Apella Capital, LLC | 0.17% | Add +12.4% | 143,283 | $11.4M |
| Physician Wealth Advisors, Inc. | 1.52% | Reduce -2.3% | 147,895 | $10.9M |
| Triune Financial Partners, LLC | 2.53% | Add +0.9% | 144,467 | $10.7M |
| Maseco LLP | 0.33% | Add +3.9% | 141,602 | $10.4M |
| HFG Wealth Management, LLC | 5.44% | Reduce -1.1% | 133,896 | $9.9M |
| Sivia Capital Partners, LLC | 1.86% | Reduce -20.6% | 129,798 | $9.6M |
| Royal Harbor Partners, LLC | 3.10% | Add +5.2% | 124,250 | $9.2M |
| Strathmore Capital Advisors, Inc. | 2.44% | Add +25.7% | 108,243 | $8.6M |
| American Investment Services, Inc. | 1.87% | Add +1.0% | 113,542 | $8.4M |
| Demming Financial Services Corp. | 5.33% | Add +5.8% | 99,467 | $7.3M |
| Evanson Asset Management, LLC | 0.38% | Add +12.6% | 95,363 | $7.0M |
| TCI Wealth Advisors, Inc. | 0.31% | Add +7.7% | 79,147 | $5.8M |
| BIP Wealth, LLC | 0.22% | Add +112.2% | 72,356 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.6% | 70,666 | $5.2M |
| Builder Investment Group Inc. | 1.10% | Add +1.4% | 68,442 | $5.0M |
| AQR Capital Management | 0.00% | Add +11.6% | 62,384 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +277.3% | 62,224 | $4.6M |
| LPL Financial LLC | 0.00% | Add +12.3% | 59,488 | $4.4M |
| Jane Street Group, LLC | 0.00% | Add +224.5% | 54,286 | $4.0M |
| Family Manage LLC | 0.47% | New | 52,768 | $3.9M |
| Berger Financial Group, Inc | 0.21% | Add +28.2% | 51,845 | $3.8M |
| Sprinkle Financial Consultants LLC | 1.76% | Add +9.0% | 51,457 | $3.8M |
| SC&H Financial Advisors, Inc. | 0.55% | Add +14.9% | 49,157 | $3.6M |
| Mather Group, Llc. | 0.03% | Reduce 0.0% | 45,433 | $3.4M |
| Krilogy Financial LLC | 0.11% | Reduce -1.6% | 42,300 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +33.9% | 43,571 | $3.2M |
| Shore Point Advisors, LLC | 1.19% | Add +154.6% | 40,779 | $3.0M |
| Warburton Capital Management, LLC | 1.44% | Add +5.5% | 38,224 | $2.9M |
| Parkshore Wealth Management, Inc. | 0.98% | Add +10.2% | 39,918 | $2.9M |
| Prudent Man Investment Management, Inc. | 0.98% | Reduce -0.8% | 39,475 | $2.9M |
| Keating Financial Advisory Services, Inc. | 0.44% | Add +52.0% | 36,661 | $2.7M |
| Keystone Financial Group, Inc. | 1.41% | Add +45.4% | 36,646 | $2.7M |
| Parkwoods Wealth Partners, LLC | 0.65% | Add +44.3% | 35,941 | $2.7M |
| MB Generational Wealth, LLC | 1.37% | Add +14.1% | 33,658 | $2.5M |
| Spinnaker Investment Group, LLC | 0.49% | Add +3.5% | 32,845 | $2.4M |
| Barry Investment Advisors, LLC | 0.53% | Reduce -9.2% | 32,826 | $2.4M |
| AssuredPartners Investment Advisors, LLC | 0.26% | Add +0.4% | 31,991 | $2.4M |
| Rachor Investment Advisory Services, LLC | 1.23% | Reduce -0.6% | 31,767 | $2.3M |
| Babb Wealth Advisors LLC | 1.16% | Add +5.3% | 28,783 | $2.1M |
| Vestia Personal Wealth Advisors | 0.98% | Add +4.8% | 28,165 | $2.1M |
| Gotham Asset Management | 0.01% | New | 61,068 | $2.1M |
| Monograph Wealth Advisors, LLC | 0.19% | Add +10.7% | 26,536 | $2.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +25.1% | 24,571 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +13.2% | 26,475 | $2.0M |
| Syverson Strege & Co | 0.46% | Reduce -10.2% | 26,170 | $1.9M |
| Aspen Capital Management, LLC | 0.48% | Add +11.9% | 26,050 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +6.0% | 25,711 | $1.9M |
| Cardiff Park Advisors, LLC | 0.15% | Add +36.7% | 25,389 | $1.9M |
| Sterling Wealth Management, Inc. | 0.50% | Add +26.1% | 24,869 | $1.8M |
| Foundations Investment Advisors, LLC | 0.02% | Add +51.9% | 24,033 | $1.8M |
| Mosaic Family Wealth Partners, LLC | 0.18% | Add +10.1% | 23,981 | $1.8M |
| Kesler, Norman & Wride, LLC | 0.30% | Add +3.8% | 23,869 | $1.8M |
| Bank of Montreal | 0.00% | Add +21.0% | 22,574 | $1.7M |
| Envision Financial Planning, LLC | 0.60% | Add +111.0% | 22,324 | $1.6M |
| Fiduciary Financial Group, LLC | 0.21% | Reduce -6.2% | 21,708 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Add +47.6% | 21,105 | $1.6M |
| Foster Group, Inc. | 0.05% | Add +34.0% | 21,065 | $1.6M |
| Cogent Private Wealth, Inc. | 1.10% | Reduce -5.2% | 20,606 | $1.5M |
| Pacific Asset Management, LLC | 0.81% | Add +11.1% | 19,588 | $1.4M |
| Wellington-Altus USA Inc. | 0.83% | Add +21.0% | 17,089 | $1.4M |
| Betterment LLC | 0.00% | Add +3.9% | 18,519 | $1.4M |
| JFS Wealth Advisors, LLC | 0.07% | Add +76.9% | 17,195 | $1.3M |
| Lakewood Asset Management LLC | 0.76% | New | 16,142 | $1.2M |
| Blue Trust, Inc. | 0.01% | Add +23.3% | 16,106 | $1.2M |
| Mustard Seed Financial, LLC | 0.70% | Add +9.2% | 15,860 | $1.2M |
| Mills Wealth Advisors LLC | 0.40% | Add +12.2% | 15,549 | $1.1M |
| Riverbend Wealth Management, LLC | 0.64% | Reduce -3.8% | 13,944 | $1.0M |
| Savvy Advisors, Inc. | 0.03% | Add +22.8% | 13,741 | $1.0M |
| Ruedi Wealth Management, Inc. | 0.25% | Add +5.1% | 13,359 | $986K |
| Annandale Capital, LLC | 0.16% | Add +19.3% | 13,063 | $964K |
| Legacy Financial Group, Inc. | 0.25% | Add +30.2% | 12,592 | $929K |
| Highland Financial Advisors, LLC | 0.25% | No change | 12,587 | $929K |
| Austin Asset Management Co Inc | 0.15% | Add +32.3% | 12,406 | $915K |
| FMB Wealth Management | 0.37% | Add +8.6% | 12,262 | $905K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -19.4% | 12,157 | $897K |
| Nemes Rush Group LLC | 0.08% | Reduce -4.7% | 11,703 | $863K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +56.9% | 11,636 | $859K |
| Chico Wealth RIA | 0.52% | Add +167.2% | 11,497 | $848K |
| Waterfront Wealth Inc. | 0.14% | Add +3.0% | 10,414 | $768K |
| OneDigital Investment Advisors LLC | 0.01% | Add +14.0% | 10,095 | $745K |
| Bannerman Wealth Management Group, LLC | 0.50% | Add +2.3% | 9,979 | $736K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +81.6% | 9,781 | $722K |
| Visionary Wealth Advisors | 0.03% | Add +3.3% | 9,770 | $721K |
| Falcon Wealth Planning | 0.05% | Reduce -14.3% | 9,705 | $716K |
| Legacy Capital Wealth Partners, LLC | 0.14% | Add +14.8% | 9,358 | $690K |
| RS Crum Inc. | 0.13% | Add +20.3% | 9,003 | $664K |
| RAM Investment Partners, LLC | 0.11% | Add +14.0% | 8,690 | $641K |
| Envestnet Asset Management Inc. | 0.00% | Add +59.4% | 8,502 | $627K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 8,441 | $623K |
| Wolfstich Capital, LLC | 0.54% | New | 16,081 | $618K |
| DecisionPoint Financial, LLC | 0.13% | Add +15.3% | 8,292 | $612K |
| Belpointe Asset Management LLC | 0.02% | Add +1.6% | 8,239 | $608K |
| Cwm, LLC | 0.00% | Reduce -22.8% | 8,026 | $592K |
| Savant Capital, LLC | 0.00% | Reduce -18.0% | 7,902 | $583K |
| BOS Asset Management, LLC | 0.15% | Add +2.3% | 7,858 | $580K |
| Mutual Advisors, LLC | 0.01% | Add +43.2% | 7,725 | $570K |
| Elevate Wealth Advisory, Inc. | 0.36% | Add +26.2% | 7,704 | $568K |
| marrick wealth, LLC | 0.47% | Add +4.6% | 7,625 | $563K |
| Boyce & Associates Wealth Consulting, Inc. | 0.43% | Add +0.3% | 7,616 | $562K |
| Verum Partners LLC | 0.10% | No change | 7,112 | $525K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +8.4% | 7,080 | $522K |
| Brighton Jones LLC | 0.01% | New | 6,813 | $503K |
| Sensible Money, LLC | 0.15% | Add +138.2% | 6,666 | $492K |
| Root Financial Partners, LLC | 0.02% | Add +2.6% | 6,423 | $474K |
| Tilson Financial Group, Inc. | 0.14% | Reduce -39.9% | 6,338 | $468K |
| Corient Private Wealth LP | 0.00% | Add +19.1% | 6,280 | $463K |
| TFC Financial Management, Inc. | 0.06% | Add +56.3% | 6,139 | $453K |
| GEM Asset Management, LLC | 0.20% | Add +13.2% | 6,062 | $447K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +11.2% | 6,026 | $443K |
| Creative Planning | 0.00% | Add +10.4% | 5,965 | $440K |
| Ferguson Johnson Wealth Management Inc | 0.35% | Reduce -0.3% | 5,924 | $437K |
| Asset Dedication, LLC | 0.03% | Add +234.2% | 5,515 | $407K |
| Allworth Financial LP | 0.00% | Add +2090.0% | 5,475 | $404K |
| Quantify Chaos Advisors, LLC | 1.26% | Add +0.2% | 5,467 | $403K |
| Modera Wealth Management, LLC | 0.00% | Add +0.3% | 5,256 | $388K |
| LRI Investments, LLC | 0.03% | Add +105.2% | 5,051 | $373K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +21.4% | 5,048 | $372K |
| Advisory Services Network, LLC | 0.00% | Add +2.2% | 4,996 | $369K |
| Equitable Holdings, Inc. | 0.00% | Reduce -21.3% | 4,929 | $365K |
| Hippocratic Financial Advisors, LLC | 0.16% | Reduce -27.2% | 4,884 | $360K |
| XY Planning Network, Inc. | 0.06% | Add +9.0% | 4,840 | $360K |
| Keb Asset Management, LLC | 0.07% | Add +14.3% | 4,778 | $353K |
| Pillar Financial Advisors, LLC | 0.20% | Reduce -2.8% | 4,747 | $350K |
| Elser Financial Planning, Inc | 0.02% | New | 4,622 | $340K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +7.1% | 4,593 | $339K |
| Hutchinson Capital Management | 0.06% | Add +0.8% | 4,537 | $335K |
| Cloud Capital Management, LLC | 0.14% | New | 4,291 | $316K |
| Harbour Investments, Inc. | 0.00% | New | 4,219 | $311K |
| Investment Advisory Group, LLC | 0.08% | Add +0.0% | 4,174 | $308K |
| Alpha Financial Advisors, LLC | 0.09% | Reduce -35.5% | 4,132 | $305K |
| Fonville Wealth Management LLC | 0.06% | No change | 4,041 | $298K |
| Silver Oak Advisory Group, Inc. | 0.13% | Add +2.9% | 3,965 | $292K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +26.1% | 3,796 | $280K |
| Catawba River Capital | 0.13% | Add +5.1% | 3,710 | $276K |
| Foster & Motley Inc. | 0.01% | Add +4.8% | 3,700 | $273K |
| Inspire Advisors, LLC | 0.02% | New | 3,611 | $266K |
| Vistica Wealth Advisors, LLC | 0.26% | No change | 3,558 | $263K |
| Lam Group, Inc. | 0.14% | Add +0.0% | 3,497 | $258K |
| Maripau Wealth Management LLC | 0.11% | Add +0.2% | 3,421 | $252K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -75.3% | 3,409 | $252K |
| Rehmann Capital Advisory Group | 0.01% | No change | 3,190 | $235K |
| Forum Financial Management, LP | 0.00% | New | 3,079 | $227K |
| Donalies Financial Planning, LLC | 0.19% | Add +6.3% | 2,972 | $219K |
| Pathstone Holdings, LLC | 0.00% | Reduce -16.8% | 2,949 | $218K |
| Andrews, Lucia Wealth Management LLC | 0.13% | Add +6.9% | 2,912 | $215K |
| Coston, McIsaac & Partners | 0.05% | Reduce -4.2% | 2,871 | $211K |
| Mission Wealth Management, LP | 0.00% | New | 2,785 | $205K |
| Tradewinds, LLC. | 0.07% | New | 2,560 | $205K |
| Aurelius Family Office LLC | 0.09% | Reduce -5.0% | 2,765 | $204K |
| Investmark Advisory Group LLC | 0.09% | New | 2,716 | $200K |
| USAdvisors Wealth Management, LLC | 0.07% | New | 2,792 | $200K |
| C M Bidwell & Associates Ltd. | 0.09% | Add +1.7% | 2,699 | $199K |
| Phillips Financial Management, LLC | 0.01% | Reduce -37.9% | 2,632 | $194K |
| Frankly Finances, LLC | 0.15% | Add +1.5% | 2,300 | $170K |
| Osaic Holdings, Inc. | 0.00% | Add +3.1% | 2,061 | $152K |
| Trust Co | 0.01% | No change | 1,910 | $141K |
| McIlrath & Eck, LLC | 0.01% | Add +103.0% | 1,770 | $131K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +3.2% | 1,267 | $94K |
| Crews Bank & Trust | 0.01% | No change | 1,265 | $93K |
| Curio Wealth, LLC | 0.03% | Reduce -4.8% | 1,265 | $93K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.07% | Add +780.3% | 1,250 | $92K |
| North Ridge Wealth Advisors, Inc. | 0.05% | Add +5.4% | 1,228 | $91K |
| SJS Investment Consulting Inc. | 0.01% | Add +4.8% | 1,210 | $89K |
| Pinney & Scofield, Inc. | 0.05% | Add +27.1% | 1,209 | $89K |
| Investors Portfolio Services LLC | 0.08% | Add +0.3% | 1,206 | $89K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 873 | $64K |
| Burk Holdings LLC | 0.03% | New | 822 | $61K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 669 | $49K |
| Morgan Stanley | 0.00% | Reduce -4.2% | 666 | $49K |
| National Bank of Canada | 0.00% | No change | 581 | $43K |
| Elevation Wealth Partners, LLC | 0.01% | Add +563.8% | 531 | $39K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 489 | $36K |
| Your Advocates Ltd., LLP | 0.01% | New | 229 | $17K |
| Entrust Financial LLC | 0.01% | Add +66.1% | 201 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 200 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | New | 149 | $11K |
| UBS Group AG | 0.00% | New | 145 | $11K |
| Ares Financial Consulting, LLC | 0.01% | New | 139 | $10K |
| Quent Capital, LLC | 0.00% | No change | 134 | $10K |
| FMR LLC | 0.00% | New | 130 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +15.0% | 130 | $10K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 75 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -82.5% | 70 | $5K |
| Longview Financial Advisors LLC | 0.00% | Add +2.6% | 39 | $3K |
| Grand Wealth Management, LLC | 0.00% | New | 37 | $3K |
| Kozak & Associates, Inc. | 0.00% | No change | 4 | $320 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 4 | $296 |
| Fort Vancouver Investment Management, LLC | 0.00% | New | 3 | $222 |
| Cordant, Inc. | 0.00% | No change | 2 | $148 |
"% of holder's portfolio" is DFAW's weight in each manager's 13F, not the share of Dimensional World Eqty ETF the manager owns.