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Disclosery

DFAW DIMENSIONAL ETF TRUST

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WORLD EQUITY ETF (fund)

140 managers (140 13F filers) reported a position in DFAW shares at 2025-03-31, 4,959,959 shares in all. 18 filers opened a position and 4 filers sold out during the quarter.

Managers
140
13F filers
140
New
18
Added
79
Reduced
25
Sold out
4
Shares held by filers
4,959,959

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
First Pacific Financial541,786$33.2M6.74%+53,14213F-HRTimeline
Arlington Financial Advisors, LLC525,915$32.2M5.66%+11,91713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska399,224$24.5M3.72%+71,79013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL326,905$20M5.82%+113,70913F-HRTimeline
DiNuzzo Private Wealth, Inc.253,221$15.5M1.95%-4,43513F-HRTimeline
Abacus Planning Group, Inc.214,416$13.1M2.3%+19,21813F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…161,064$9.87M5.61%-11,37313F-HRTimeline
Physician Wealth Advisors, Inc.146,218$8.96M1.54%+5,28313F-HRTimeline
Sivia Capital Partners, LLC144,248$8.84M4.13%-9,08713F-HRTimeline
Bryant Woods Investment Advisors, LLC144,076$8.83M4.25%+22,10613F-HRTimeline
HFG Wealth Management, LLC131,113$8.19M4.96%-9,85513F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.125,037$7.66M0.41%+50,85513F-HRTimelineGroup
American Investment Services, Inc.104,496$6.4M1.13%+3,76113F-HRTimeline
McMill Wealth Management102,398$6.27M2.26%+23,96013F-HRTimeline
Apella Capital, LLC87,890$5.18M0.18%+18,91813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV60,816$3.73M1.06%+1,09513F-HRTimeline
Evanson Asset Management, LLC58,096$3.56M0.25%+12,09313F-HRTimeline
LPL Financial LLC55,177$3.38M<0.01%+35,41013F-HRTimeline
Prime Capital Investment Advisors, LLC53,703$3.29M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,017$3.25M<0.01%+3,57713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,935$2.88M<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV44,815$2.75M0.01%+36,28213F-HRTimeline
MATHER GROUP, LLC.43,801$2.68M0.03%+41,61913F-HRTimeline
Main Street Financial Solutions, LLC42,328$2.59M0.23%+42713F-HRTimeline
Sprinkle Financial Consultants LLC38,256$2.34M1.49%+5,69013F-HRTimeline
TCI Wealth Advisors, Inc.38,114$2.34M0.19%+4,48213F-HRTimeline
Syverson Strege & Co36,191$2.22M0.71%-29413F-HRTimeline
Plancorp, LLC35,802$2.19M0.09%+29,69113F-HRTimeline
TOWNSQUARE CAPITAL LLC34,025$2.09M0.02%+27,67513F-HRTimeline
Krilogy Financial LLC33,224$2.04M0.13%+1,20413F-HRTimeline
Spinnaker Investment Group, LLC32,741$2.01M0.45%+6,85913F-HRTimeline
Babb Wealth Advisors LLC31,223$1.91M1.53%-59913F-HRTimeline
Prudent Man Investment Management, Inc.30,627$1.91M1.06%013F-HRTimeline
Warburton Capital Management, LLC27,801$1.7M1.23%+5,73613F-HRTimeline
Parkshore Wealth Management, Inc.27,047$1.66M0.96%+3,92213F-HRTimeline
Barry Investment Advisors, LLC26,020$1.59M0.42%+7,56513F-HRTimeline
Berger Financial Group, Inc25,056$1.54M0.11%+16,81913F-HRTimeline
SC&H Financial Advisors, Inc.24,429$1.5M0.29%+14,88413F-HRTimeline
AssuredPartners Investment Advisors, LLC23,666$1.45M0.28%-10,23713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth23,114$1.42M<0.01%+1,15013F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,240$1.24M<0.01%013F-HRTimelineGroup
MB Generational Wealth, LLC19,463$1.19M0.89%+3,54513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC18,437$1.13M0.16%+2,67613F-HRTimeline
CARDIFF PARK ADVISORS, LLC18,343$1.12M0.11%+18,32613F-HRTimeline
Triune Financial Partners, LLC17,783$1.09M0.35%+9,15913F-HRTimeline
Ruedi Wealth Management, Inc.14,166$868K0.27%+2,93213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,615$834K<0.01%-29,39513F-HR/ATimelineGroup
Keystone Financial Group, Inc.13,413$827K0.58%+1,99713F-HRTimeline
Foster Group, Inc.13,357$819K0.03%+2,75013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,194$809K<0.01%+1,40113F-HRTimelineGroup
Parkwoods Wealth Partners, LLC12,991$796K0.54%+8,01513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC12,604$772K0.11%+8,29713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,863$734K0.16%-6,09113F-HRTimeline
Aspen Capital Management, LLC11,979$734K0.23%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS11,816$724K0.57%+3,68113F-HRTimeline
Falcon Wealth Planning11,400$699K0.08%-8213F-HRTimeline
Riverbend Wealth Management, LLC11,361$696K0.62%+1,77713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,235$688K<0.01%new13F-HRTimelineGroup
Total Wealth Planning, LLC10,987$673K0.1%+1,79613F-HRTimeline
Chicago Partners Investment Group LLC10,710$661K0.02%-1,84513F-HRTimeline
Pacific Asset Management, LLC10,637$652K0.58%+5,35413F-HRTimeline
Betterment LLC9,426$578K<0.01%+1,05613F-HRTimeline
Austin Asset Management Co Inc9,233$566K0.12%+5013F-HRTimeline
Beacon Pointe Advisors, LLC9,170$562K0.01%+1,47613F-HRTimeline
Blue Trust, Inc.8,471$519K0.01%-76513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,151$500K0.03%+73913F-HRTimelineGroup
Belpointe Asset Management LLC7,959$488K0.03%013F-HRTimeline
Jentner Corp7,854$481K0.14%013F-HRTimeline
Nemes Rush Group LLC7,792$477K0.06%+3,50513F-HRTimeline
RS CRUM INC.7,789$477K0.13%-96313F-HRTimeline
Hippocratic Financial Advisors, LLC7,479$458K0.27%+4713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…7,447$456K0.01%new13F-HRTimelineGroup
Mustard Seed Financial, LLC7,443$456K0.37%+2,22513F-HRTimeline
Shore Point Advisors, LLC7,371$452K0.24%+1,19313F-HRTimeline
Mills Wealth Advisors LLC7,339$450K0.24%+3,47013F-HRTimeline
RAM Investment Partners, LLC7,187$440K0.11%+2,38313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC7,068$433K0.03%+9413F-HRTimeline
Root Financial Partners, LLC6,989$428K0.05%013F-HRTimeline
Cambridge Investment Research Advisors,…6,618$406K<0.01%new13F-HRTimeline
PBMares Wealth Management LLC6,048$371K0.07%+2,00113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV6,433$366K0.19%013F-HRTimeline
DecisionPoint Financial, LLC5,930$363K0.11%+44113F-HRTimeline
Alpha Financial Advisors, LLC5,729$351K0.16%+39813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,692$349K<0.01%+81713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC5,525$339K0.02%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…5,191$318K0.32%+41813F-HRTimeline
Mutual Advisors, LLC5,212$315K0.01%+1,50013F-HRTimeline
FMB WEALTH MANAGEMENT5,131$314K0.17%+57413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,131$314K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,701$288K<0.01%-29113F-HRTimeline
Savvy Advisors, Inc.4,659$286K0.03%new13F-HRTimeline
Tilson Financial Group, Inc.4,606$282K0.11%+1,12213F-HRTimeline
Mariner, LLCin group Mariner, LLC4,495$275K<0.01%new13F-HRTimelineGroup
BOS Asset Management, LLC4,303$264K0.09%-25413F-HRTimeline
Blue Oak Capital, LLC4,267$261K0.14%new13F-HRTimeline
Adero Partners, LLC4,236$260K0.02%+65613F-HRTimeline
Waterfront Wealth Inc.4,194$257K0.06%new13F-HRTimeline
Investment Advisory Group, LLC4,140$254K0.08%-96213F-HRTimeline
Envision Financial Planning, LLC4,112$252K0.13%+60213F-HRTimeline
Safeguard Investment Advisory Group, LLC4,081$250K0.07%+73513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,040$248K<0.01%new13F-HRTimelineGroup
Greenspring Advisors, LLC4,030$247K0.06%013F-HRTimeline
GEM Asset Management, LLC3,832$236K0.13%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,842$235K<0.01%+52213F-HR/ATimelineGroup
Fonville Wealth Management LLC3,802$233K0.07%+1813F-HRTimeline
Annandale Capital, LLC3,793$232K0.04%+48613F-HRTimeline
Smith Anglin Financial, LLC3,619$222K0.02%+813F-HRTimeline
Visionary Wealth Advisors3,592$220K0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC3,577$219K0.16%+33513F-HRTimeline
LAM GROUP, INC.3,484$214K0.16%-12413F-HRTimeline
Porter White Investment Advisors, Inc.3,317$203K0.1%+513F-HRTimeline
BRIGHTON JONES LLC3,295$202K0.01%new13F-HRTimeline
Rehmann Capital Advisory Group3,288$201K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,068$188K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners2,686$164K0.05%-3213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,653$163K0.1%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,857$114K0.08%new13F-HRTimeline
Farther Finance Advisors, LLC1,710$105K<0.01%-21013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,534$94K0.02%-32913F-HRTimelineGroup
Crews Bank & Trust1,265$77.5K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,077$66K<0.01%+69313F-HRTimelineGroup
Asset Dedication, LLC1,064$65.2K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.975$59.7K0.01%+15913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY785$48.1K<0.01%-2313F-HRTimelineGroup
McIlrath & Eck, LLC698$42.8K0.01%+1313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…540$31.9K0.01%-49413F-HRTimeline
Glass Jacobson Investment Advisors llc486$30.3K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.492$30.1K0.01%-10113F-HRTimeline
Promus Capital, LLC482$29.6K0.02%+113F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN395$24.2K<0.01%new13F-HRTimelineGroup
Cloud Capital Management, LLC376$23K0.02%13F-HRTimeline
PINNEY & SCOFIELD, INC.369$22.6K0.02%+13713F-HRTimeline
Allworth Financial LP250$15.1K<0.01%+8513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.227$13.9K0.01%+2813F-HRTimeline
Quent Capital, LLC134$8.21K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO81$4.96K<0.01%-913F-HRTimelineGroup
Tortoise Investment Management, LLC13$797<0.01%013F-HR/ATimeline
Cordant, Inc.1$62<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC3$93.1K-1,48713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.