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Disclosery

DFAW DIMENSIONAL ETF TRUST

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WORLD EQUITY ETF (fund)

147 managers (149 13F filers) reported a position in DFAW shares at 2025-06-30, 5,744,316 shares in all. 21 filers opened a position and 12 filers sold out during the quarter.

Managers
147
13F filers
149
New
21
Added
93
Reduced
25
Sold out
12
Shares held by filers
5,744,316

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Financial621,634$41.7M6.15%+79,84813F-HRTimeline
Arlington Financial Advisors, LLC583,061$39.1M6.4%+57,14613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska487,566$32.6M4.4%+88,34213F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.246,172$16.5M1.96%-7,04913F-HRTimeline
Strategic Investment Solutions, Inc. /IL220,243$14.8M4.48%-106,66213F-HRTimeline
Abacus Planning Group, Inc.217,521$14.6M2.17%+3,10513F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding195,211$13.1M+70,174Timeline
Keyes, Stange & Wooten Wealth Managemen…159,219$10.7M5.55%-1,84513F-HRTimeline
Bryant Woods Investment Advisors, LLC155,007$10.4M4.49%+10,93113F-HRTimeline
Sivia Capital Partners, LLC152,823$10.3M3.49%+8,57513F-HR/ATimeline
Physician Wealth Advisors, Inc.147,043$9.86M1.55%+82513F-HRTimeline
Triune Financial Partners, LLC146,493$9.83M2.7%+128,71013F-HRTimeline
MASECO LLP133,950$8.98M0.34%13F-HRTimeline
McMill Wealth Management122,525$8.19M2.71%+20,12713F-HRTimeline
HFG Wealth Management, LLC119,203$7.3M4.45%-11,91013F-HRTimeline
American Investment Services, Inc.102,722$6.89M1.76%-1,77413F-HRTimeline
Royal Harbor Partners, LLC102,632$6.88M2.52%new13F-HRTimeline
Apella Capital, LLC98,127$6.62M0.18%+10,23713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO81,717$5.48M<0.01%+81,63613F-HRTimelineGroup
Evanson Asset Management, LLC62,525$4.19M0.26%+4,42913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV62,398$4.19M1.03%+1,58213F-HRTimeline
TCI Wealth Advisors, Inc.61,721$4.14M0.28%+23,60713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,429$4.12M0.01%+8,41213F-HRTimeline
Strathmore Capital Advisors, Inc.57,586$3.91M1.73%13F-HRTimeline
LPL Financial LLC49,250$3.3M<0.01%-5,92713F-HRTimeline
Plancorp, LLC48,200$3.23M0.11%+12,39813F-HRTimeline
Main Street Financial Solutions, LLC47,782$3.21M0.23%+5,45413F-HRTimeline
Sprinkle Financial Consultants LLC43,922$2.95M1.8%+5,66613F-HRTimeline
MATHER GROUP, LLC.43,826$2.94M0.03%+2513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding39,943$2.68M+16,829Timeline
SC&H Financial Advisors, Inc.37,196$2.5M0.43%+12,76713F-HRTimeline
Syverson Strege & Co36,836$2.47M0.58%+64513F-HRTimeline
Berger Financial Group, Inc35,440$2.38M0.15%+10,38413F-HRTimeline
Krilogy Financial LLC33,474$2.25M0.13%+25013F-HRTimeline
Warburton Capital Management, LLC30,884$2.12M1.25%+3,08313F-HRTimeline
Barry Investment Advisors, LLC28,958$1.94M0.48%+2,93813F-HRTimeline
Prudent Man Investment Management, Inc.30,627$1.91M1.06%013F-HRTimeline
Parkshore Wealth Management, Inc.28,059$1.88M0.92%+1,01213F-HRTimeline
Babb Wealth Advisors LLC26,743$1.79M1.32%-4,48013F-HRTimeline
AssuredPartners Investment Advisors, LLC25,833$1.73M0.42%+2,16713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,224$1.62M<0.01%-22,71113F-HRTimelineGroup
Spinnaker Investment Group, LLC24,179$1.62M0.38%-8,56213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,265$1.49M<0.01%+8,65013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,240$1.36M<0.01%013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC20,142$1.35M0.17%+1,70513F-HRTimeline
HighTower Advisors, LLC19,060$1.28M<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC18,443$1.24M0.11%+10013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS18,398$1.23M0.85%+6,58213F-HRTimeline
Sterling Wealth Management, Inc.17,988$1.21M0.41%13F-HRTimeline
Chicago Partners Investment Group LLC17,314$1.2M0.03%+6,60413F-HRTimeline
Parkwoods Wealth Partners, LLC17,759$1.19M0.69%+4,76813F-HRTimeline
Betterment LLC17,549$1.18M<0.01%+8,12313F-HRTimeline
Foster Group, Inc.15,275$1.02M0.04%+1,91813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC14,827$998K0.18%+1,96413F-HRTimeline
Keystone Financial Group, Inc.14,404$979K0.62%+99113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC14,579$978K0.12%+1,97513F-HRTimeline
Aspen Capital Management, LLC13,320$893K0.25%+1,34113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,982$871K<0.01%-21213F-HRTimelineGroup
Highland Financial Advisors, LLC12,587$844K0.27%new13F-HRTimeline
Ruedi Wealth Management, Inc.12,282$824K0.24%-1,88413F-HRTimeline
Riverbend Wealth Management, LLC12,098$812K0.61%+73713F-HRTimeline
Falcon Wealth Planning11,837$794K0.08%+43713F-HRTimeline
Blue Trust, Inc.11,469$769K0.01%+2,99813F-HRTimeline
Nemes Rush Group LLC11,274$756K0.08%+3,48213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,054$741K0.02%+3,60713F-HRTimelineGroup
Pacific Asset Management, LLC10,709$718K0.58%+7213F-HRTimeline
Mustard Seed Financial, LLC10,486$703K0.51%+3,04313F-HRTimeline
Shore Point Advisors, LLC10,023$672K0.32%+2,65213F-HRTimeline
Total Wealth Planning, LLC9,803$658K0.08%-1,18413F-HRTimeline
Beacon Pointe Advisors, LLC9,544$640K0.01%+37413F-HRTimeline
Austin Asset Management Co Inc9,422$632K0.12%+18913F-HRTimeline
Envision Financial Planning, LLC9,302$624K0.29%+5,19013F-HRTimeline
Mills Wealth Advisors LLC9,157$614K0.28%+1,81813F-HRTimeline
Waterfront Wealth Inc.8,597$577K0.13%+4,40313F-HRTimeline
Belpointe Asset Management LLC8,113$544K0.02%+15413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,099$543K0.02%-5213F-HRTimelineGroup
Hippocratic Financial Advisors, LLC8,043$540K0.29%+56413F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC7,991$536K0.41%new13F-HRTimeline
Jentner Corp7,987$536K0.14%+13313F-HRTimeline
RS CRUM INC.7,874$528K0.13%+8513F-HRTimeline
Verum Partners LLC7,112$477K0.11%new13F-HRTimeline
Savvy Advisors, Inc.6,947$466K0.03%+2,28813F-HRTimeline
PBMares Wealth Management LLC6,941$466K0.09%+89313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,912$464K<0.01%+1,22013F-HRTimelineGroup
RAM Investment Partners, LLC6,824$458K0.1%-36313F-HRTimeline
Annandale Capital, LLC6,785$455K0.08%+2,99213F-HRTimeline
DecisionPoint Financial, LLC6,732$453K0.12%+80213F-HRTimeline
Root Financial Partners, LLC6,686$448K0.04%-30313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC6,555$440K0.03%-51313F-HRTimeline
JFS WEALTH ADVISORS, LLC6,531$438K0.03%+1,00613F-HRTimeline
FMB WEALTH MANAGEMENT6,531$438K0.21%+1,40013F-HRTimeline
Visionary Wealth Advisors6,491$435K0.02%+2,89913F-HRTimeline
Boyce & Associates Wealth Consulting, I…6,173$414K0.38%+98213F-HRTimeline
Modera Wealth Management, LLC5,279$354K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning5,162$346K<0.01%new13F-HRTimelineGroup
Tilson Financial Group, Inc.4,923$330K0.12%+31713F-HRTimeline
Advisory Services Network, LLC4,806$327K0.01%new13F-HRTimeline
BOS Asset Management, LLC4,865$326K0.1%+56213F-HRTimeline
GEM Asset Management, LLC4,792$323K0.17%+96013F-HRTimeline
Alpha Financial Advisors, LLC4,799$322K0.12%-93013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,759$319K0.01%new13F-HRTimeline
Mutual Advisors, LLC4,588$317K0.01%-62413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,652$312K<0.01%+81013F-HR/ATimelineGroup
BRIGHTON JONES LLC4,407$296K0.01%+1,11213F-HRTimeline
Blue Oak Capital, LLC4,220$283K0.15%-4713F-HRTimeline
Federation des caisses Desjardins du Qu…4,155$278K<0.01%+1,08713F-HRTimeline
Investment Advisory Group, LLC4,141$278K0.08%+113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,999$268K0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC3,851$258K0.18%+27413F-HRTimeline
Fonville Wealth Management LLC3,812$256K0.06%+1013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,722$250K<0.01%-41,09313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC3,688$247K0.18%+1,83113F-HRTimeline
Smith Anglin Financial, LLC3,639$244K0.02%+2013F-HRTimeline
LAM GROUP, INC.3,492$234K0.16%+813F-HRTimeline
Porter White Investment Advisors, Inc.3,330$223K0.1%+1313F-HRTimeline
Rehmann Capital Advisory Group3,190$214K0.01%-9813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,110$209K<0.01%new13F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC3,070$206K0.05%-1,01113F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,014$202K0.05%new13F-HRTimeline
Coston, McIsaac & Partners2,798$187K0.05%+11213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,653$178K0.09%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,388$160K<0.01%+1,31113F-HR/ATimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,543$103K0.02%+913F-HRTimelineGroup
Farther Finance Advisors, LLC1,366$91.7K<0.01%-34413F-HRTimeline
Asset Dedication, LLC1,356$91K0.01%+29213F-HRTimeline
CURIO WEALTH, LLC1,327$89K0.04%+1,32413F-HRTimeline
Crews Bank & Trust1,265$84.9K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,135$76K<0.01%new13F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,077$72.2K0.03%+53713F-HRTimeline
SJS Investment Consulting Inc.1,071$71.8K0.01%+9613F-HRTimeline
McIlrath & Eck, LLC809$54.3K0.01%+11113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY746$50K<0.01%-3913F-HRTimelineGroup
Glass Jacobson Investment Advisors llc487$32.7K0.01%+113F-HRTimeline
Promus Capital, LLC485$32.5K0.02%+313F-HR/ATimeline
PINNEY & SCOFIELD, INC.446$29.9K0.02%+7713F-HRTimeline
Vermillion Wealth Management, Inc.430$28.8K0.01%-6213F-HRTimeline
LRI Investments, LLC418$28.1K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.406$27.2K0.01%+17913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA290$19K<0.01%new13F-HR/ATimelineGroup
Beaird Harris Wealth Management, LLC278$18.6K<0.01%new13F-HRTimeline
Allworth Financial LP250$16.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\163$10.9K<0.01%new13F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.146$9.79K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC83$5.6K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC13$872<0.01%013F-HRTimeline
Cordant, Inc.2$135<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.