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Disclosery

DFAW DIMENSIONAL ETF TRUST

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WORLD EQUITY ETF (fund)

126 managers (126 13F filers) reported a position in DFAW shares at 2024-12-31, 4,354,388 shares in all. 22 filers opened a position and 3 filers sold out during the quarter.

Managers
126
13F filers
126
New
22
Added
57
Reduced
14
Sold out
3
Shares held by filers
4,354,388

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arlington Financial Advisors, LLC513,998$32.1M6.38%+16,68213F-HRTimeline
First Pacific Financial488,644$30.5M7.1%+59,61613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska327,434$20.5M3.33%13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.257,656$16.1M2.04%-10,77013F-HRTimeline
JP Wealth Management, Inc.208,177$13M9.55%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL213,196$12.9M4.3%-37,00813F-HRTimeline
Abacus Planning Group, Inc.195,198$12.2M2.14%+7,35913F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…172,437$10.8M6.35%+13,30613F-HRTimeline
Sivia Capital Partners, LLC153,335$9.58M4.76%+14,02313F-HRTimeline
HFG Wealth Management, LLC140,968$8.95M5.8%-9,74613F-HRTimeline
Physician Wealth Advisors, Inc.140,935$8.8M1.49%+17,86313F-HRTimeline
Bryant Woods Investment Advisors, LLC121,970$7.62M3.69%+10,18813F-HRTimeline
American Investment Services, Inc.100,735$6.29M1.11%+90,18113F-HR/ATimeline
McMill Wealth Management78,438$4.9M1.98%13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.74,182$4.63M0.28%-16,62513F-HRTimelineGroup
Apella Capital, LLC68,972$4.31M0.17%+7,02913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV59,721$3.73M1.01%+4,04113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,440$3.09M<0.01%+2,02213F-HRTimeline
Evanson Asset Management, LLC46,003$2.87M0.2%+12,85413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,010$2.69M<0.01%+1,20313F-HRTimelineGroup
Main Street Financial Solutions, LLC41,901$2.62M0.26%013F-HRTimeline
Syverson Strege & Co36,485$2.28M0.76%-48213F-HRTimeline
AssuredPartners Investment Advisors, LLC33,903$2.12M0.41%13F-HRTimeline
TCI Wealth Advisors, Inc.33,632$2.1M0.18%+8,28113F-HRTimeline
Sprinkle Financial Consultants LLC32,566$2.03M1.39%+7,63013F-HRTimeline
Krilogy Financial LLC32,020$2M0.13%+18013F-HRTimeline
Babb Wealth Advisors LLC31,822$1.99M1.6%13F-HRTimeline
Prudent Man Investment Management, Inc.30,627$1.91M1.06%13F-HRTimeline
Spinnaker Investment Group, LLC25,882$1.62M0.39%+5,59813F-HRTimeline
Parkshore Wealth Management, Inc.23,125$1.44M0.87%13F-HRTimeline
Warburton Capital Management, LLC22,065$1.38M1.03%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,964$1.37M<0.01%+11913F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,240$1.26M<0.01%new13F-HRTimelineGroup
LPL Financial LLC19,767$1.23M<0.01%+12,43313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC18,954$1.17M0.26%+11,05313F-HRTimeline
Barry Investment Advisors, LLC18,455$1.15M0.37%+1,07513F-HRTimeline
MB Generational Wealth, LLC15,918$994K0.73%+4,68213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC15,761$984K0.14%-1,58713F-HRTimeline
Sterling Wealth Management, Inc.13,322$832K0.31%+3,47413F-HRTimeline
Chicago Partners Investment Group LLC12,555$788K0.03%+6,13813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,793$737K<0.01%-11,55413F-HRTimelineGroup
Falcon Wealth Planning11,482$717K0.08%+4,51713F-HRTimeline
Keystone Financial Group, Inc.11,416$713K0.58%13F-HRTimeline
Ruedi Wealth Management, Inc.11,234$702K0.22%+1,27713F-HRTimeline
Foster Group, Inc.10,607$663K0.03%+9013F-HRTimeline
Riverbend Wealth Management, LLC9,584$599K0.53%13F-HRTimeline
SC&H Financial Advisors, Inc.9,545$596K0.12%+3,72213F-HRTimeline
Blue Trust, Inc.9,236$577K0.01%+2,79613F-HR/ATimeline
Total Wealth Planning, LLC9,191$574K0.09%+3,67613F-HRTimeline
Austin Asset Management Co Inc9,183$574K0.11%+4,80413F-HRTimeline
RS CRUM INC.8,752$547K0.13%-41713F-HRTimeline
Triune Financial Partners, LLC8,624$539K0.17%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,533$533K<0.01%+2,17113F-HRTimeline
Betterment LLC8,370$523K<0.01%+22813F-HRTimeline
Berger Financial Group, Inc8,237$514K0.04%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS8,135$508K0.42%+3,79913F-HRTimeline
Belpointe Asset Management LLC7,959$497K0.03%013F-HRTimeline
Jentner Corp7,854$491K0.14%new13F-HRTimeline
Strathmore Capital Advisors, Inc.7,784$486K0.35%13F-HRTimeline
Beacon Pointe Advisors, LLC7,694$481K0.01%+2,11713F-HRTimeline
Hippocratic Financial Advisors, LLC7,432$464K0.32%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,412$463K0.03%new13F-HRTimelineGroup
Root Financial Partners, LLC6,989$437K0.05%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC6,974$436K0.03%+3,69513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV6,433$402K0.16%13F-HRTimeline
TOWNSQUARE CAPITAL LLC6,350$397K<0.01%new13F-HRTimeline
Shore Point Advisors, LLC6,178$386K0.21%+2,27613F-HRTimeline
Plancorp, LLC6,111$382K0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC5,525$345K0.02%013F-HRTimeline
DecisionPoint Financial, LLC5,489$343K0.1%+38313F-HRTimeline
Alpha Financial Advisors, LLC5,331$333K0.15%+29413F-HRTimeline
Pacific Asset Management, LLC5,283$330K0.31%13F-HRTimeline
Mustard Seed Financial, LLC5,218$326K0.26%+1,61713F-HRTimeline
Investment Advisory Group, LLC5,102$319K0.11%+7813F-HRTimeline
Advisory Services Network, LLC5,066$316K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,992$312K<0.01%+86813F-HR/ATimeline
Parkwoods Wealth Partners, LLC4,976$311K0.25%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,875$304K<0.01%-43813F-HRTimelineGroup
RAM Investment Partners, LLC4,804$300K0.07%+63713F-HRTimeline
Boyce & Associates Wealth Consulting, I…4,773$298K0.3%+83813F-HRTimeline
FMB WEALTH MANAGEMENT4,557$285K0.16%new13F-HRTimeline
BOS Asset Management, LLC4,557$285K0.1%+54113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,307$269K0.04%new13F-HRTimeline
Nemes Rush Group LLC4,287$268K0.03%new13F-HRTimeline
PBMares Wealth Management LLC4,047$253K0.05%+39013F-HRTimeline
Greenspring Advisors, LLC4,030$252K0.05%+40513F-HRTimeline
Mills Wealth Advisors LLC3,869$242K0.14%new13F-HRTimeline
Fonville Wealth Management LLC3,784$236K0.08%new13F-HRTimeline
Mutual Advisors, LLC3,712$235K0.01%new13F-HRTimeline
Smith Anglin Financial, LLC3,611$226K0.02%+1713F-HRTimeline
LAM GROUP, INC.3,608$225K0.16%+6713F-HRTimeline
Adero Partners, LLC3,580$224K0.01%new13F-HRTimeline
Envision Financial Planning, LLC3,510$219K0.11%+11613F-HRTimeline
Tilson Financial Group, Inc.3,484$218K0.09%-64313F-HRTimeline
Safeguard Investment Advisory Group, LLC3,346$209K0.06%-91713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,320$207K<0.01%new13F-HRTimelineGroup
Annandale Capital, LLC3,307$207K0.04%new13F-HRTimeline
Porter White Investment Advisors, Inc.3,312$207K0.1%-32513F-HRTimeline
Rehmann Capital Advisory Group3,288$205K0.01%-1,00013F-HRTimeline
Pillar Financial Advisors, LLC3,242$203K0.16%13F-HRTimeline
Summit Financial Strategies, Inc.3,208$200K0.02%013F-HRTimeline
Coston, McIsaac & Partners2,718$169K0.05%+18413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,653$166K0.1%013F-HRTimeline
MATHER GROUP, LLC.2,182$136K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,920$120K<0.01%+57313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,863$116K0.02%+71813F-HRTimelineGroup
CURIO WEALTH, LLC1,490$93.1K0.05%13F-HRTimeline
Crews Bank & Trust1,265$79K0.01%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,034$64.6K0.03%+36513F-HRTimeline
SJS Investment Consulting Inc.816$51K0.01%+15013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY808$50.5K<0.01%-3013F-HR/ATimelineGroup
McIlrath & Eck, LLC685$42.8K0.01%+513F-HRTimeline
Vermillion Wealth Management, Inc.593$37K0.02%13F-HRTimeline
Glass Jacobson Investment Advisors llc486$30.3K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Promus Capital, LLC481$30.1K0.02%13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.384$24K<0.01%new13F-HR/ATimelineGroup
Avior Wealth Management, LLC254$15.9K<0.01%+25213F-HRTimeline
PINNEY & SCOFIELD, INC.232$14.5K0.01%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.199$12.4K0.01%013F-HRTimeline
Allworth Financial LP165$10.6K<0.01%013F-HRTimeline
Quent Capital, LLC134$8.37K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO90$5.62K<0.01%new13F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC17$1.06K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC13$812<0.01%013F-HR/ATimeline
Cordant, Inc.1$63<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.