Who Owns DFAW?

Dimensional - World Equity ETF — Institutional Ownership & 13F Holdings

$79.69

+0.08 (+0.10%)

Market Cap

$1.2B

Shares Outstanding

14,485,611

Institutional Holders

138

Total Inst. Value

$283.1M

% of Float Held

QoQ Holder Change

+101

Institutional data as of Q1 2025

New Positions

46

Closed Positions

5

Increased

61

Decreased

19

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1First Pacific Financial$33.2M541,786
2Arlington Financial Advisors, LLC$32.2M525,915
3Wealth Management Nebraska$24.5M399,224
4Strategic Investment Solutions, Inc. /IL$20.0M326,905
5DiNuzzo Private Wealth, Inc.$15.5M253,221
6Abacus Planning Group, Inc.$13.1M214,416
7Keyes, Stange & Wooten Wealth Management, LLC$9.9M161,064
8Sivia Capital Partners, LLCNew$8.8M144,248
9Bryant Woods Investment Advisors, LLCNew$8.8M144,076
10HFG Wealth Management, LLCNew$8.2M131,113

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold DFAW?

As of Q1 2025, 138 institutional investors report holding DFAW (Dimensional - World Equity ETF) in their 13F filings.

Which hedge fund owns the most DFAW?

The largest institutional holder of DFAW is First Pacific Financial with $33.2M in shares.

Are institutions buying or selling DFAW?

This quarter, 46 institutions opened new positions in DFAW and 5 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.