DFAW Institutional Ownership
Dimensional - World Equity ETF
1W: -0.5%
1M: -1.4%
3M: +0.2%
YTD: +12.4%
1Y: +16.6%
3Y: +75.4%
$83.75
+0.67 (+0.81%)
Weekly Expected Move ±1.7%
$81
$82
$84
$85
$87
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — DFAW
226
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
765M
Total Invested
26
New Positions
139
Increased
49
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (236 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | First Pacific Financial | 934,501 | $78M | +69,253 | +8.0% | 11Q | SEC ↗ |
| 2 | Wealth Management Nebraska | 853,135 | $71M | +48,780 | +6.1% | 7Q | SEC ↗ |
| 3 | Arlington Financial Advisors, LLC | 658,572 | $55M | +10,535 | +1.6% | 11Q | SEC ↗ |
| 4 | Farther Finance Advisors, LLC | 366,544 | $31M | +4,373 | +1.2% | 9Q | SEC ↗ |
| 5 | Sivia Capital Partners, LLC | 341,600 | $29M | +211,802 | +163.2% | 11Q | SEC ↗ |
| 6 | Strategic Investment Solutions, Inc. / | 253,320 | $21M | -27,445 | -9.8% | 9Q | SEC ↗ |
| 7 | DiNuzzo Private Wealth, Inc. | 241,364 | $20M | +8,224 | +3.5% | 11Q | SEC ↗ |
| 8 | Plancorp, LLC | 214,260 | $18M | +39,145 | +22.4% | 7Q | SEC ↗ |
| 9 | Abacus Planning Group, Inc. | 212,101 | $18M | +178 | +0.1% | 12Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 209,490 | $18M | +34,725 | +19.9% | 7Q | SEC ↗ |
| 11 | Bryant Woods Investment Advisors, LLC | 175,702 | $15M | +6,872 | +4.1% | 8Q | SEC ↗ |
| 12 | Greenspring Advisors, LLC | 175,063 | $15M | +12,332 | +7.6% | 4Q | SEC ↗ |
| 13 | Stratos Investment Management, LLC | 163,934 | $14M | +4,421 | +2.8% | 10Q | SEC ↗ |
| 14 | Apella Capital, LLC | 159,183 | $13M | +15,900 | +11.1% | 11Q | SEC ↗ |
| 15 | Keyes, Stange & Wooten Wealth Manageme | 157,672 | $13M | -14,582 | -8.5% | 10Q | SEC ↗ |
| 16 | Triune Financial Partners, LLC | 147,925 | $12M | +3,458 | +2.4% | 7Q | SEC ↗ |
| 17 | MASECO LLP | 143,211 | $12M | +1,609 | +1.1% | 5Q | SEC ↗ |
| 18 | Physician Wealth Advisors, Inc. | 131,656 | $11M | -16,239 | -11.0% | 11Q | SEC ↗ |
| 19 | Royal Harbor Partners, LLC | 123,069 | $10M | -1,181 | -1.0% | 5Q | SEC ↗ |
| 20 | BIP Wealth, LLC | 116,965 | $10M | +44,609 | +61.7% | 4Q | SEC ↗ |
| 21 | Strathmore Capital Advisors, Inc. | 113,097 | $9M | +4,854 | +4.5% | 5Q | SEC ↗ |
| 22 | BROWN ADVISORY INC NEW | 112,149 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 23 | American Investment Services, Inc. | 110,004 | $9M | -3,538 | -3.1% | 8Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 106,185 | $9M | +79,710 | +301.1% | 6Q | SEC ↗ |
| 25 | HFG Wealth Management, LLC | 103,945 | $9M | -29,951 | -22.4% | 11Q | SEC ↗ |
| 26 | Evanson Financial, LLC NEW | 101,769 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 27 | DEMMING FINANCIAL SERVICES CORP /ADV | 101,768 | $9M | +2,301 | +2.3% | 3Q | SEC ↗ |
| 28 | Evanson Asset Management, LLC | 95,363 | $8M | +10,644 | +12.6% | 9Q | SEC ↗ |
| 29 | MERCER GLOBAL ADVISORS INC /ADV | 89,469 | $7M | +27,245 | +43.8% | 11Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 78,153 | $7M | +7,487 | +10.6% | 11Q | SEC ↗ |
| 31 | TCI Wealth Advisors, Inc. | 77,330 | $6M | -1,817 | -2.3% | 10Q | SEC ↗ |
| 32 | Foster Group, Inc. | 73,001 | $6M | +51,936 | +246.6% | 10Q | SEC ↗ |
| 33 | BUILDER INVESTMENT GROUP INC /ADV | 66,816 | $6M | -1,626 | -2.4% | 12Q | SEC ↗ |
| 34 | LPL Financial LLC | 66,218 | $6M | +6,730 | +11.3% | 8Q | SEC ↗ |
| 35 | Family Manage LLC | 62,182 | $5M | +9,414 | +17.8% | 2Q | SEC ↗ |
| 36 | AQR CAPITAL MANAGEMENT LLC | 61,657 | $5M | -727 | -1.2% | 7Q | SEC ↗ |
| 37 | Lakewood Asset Management LLC | 59,183 | $5M | +43,041 | +266.6% | 2Q | SEC ↗ |
| 38 | Sprinkle Financial Consultants LLC | 53,732 | $5M | +2,275 | +4.4% | 11Q | SEC ↗ |
| 39 | Berger Financial Group, Inc | 52,274 | $4M | +429 | +0.8% | 7Q | SEC ↗ |
| 40 | SC&H Financial Advisors, Inc. | 51,130 | $4M | +1,973 | +4.0% | 10Q | SEC ↗ |
| 41 | Parkshore Wealth Management, Inc. | 50,659 | $4M | +10,741 | +26.9% | 7Q | SEC ↗ |
| 42 | Keating Financial Advisory Services, I | 48,686 | $4M | +12,025 | +32.8% | 3Q | SEC ↗ |
| 43 | MATHER GROUP, LLC. | 45,667 | $4M | +234 | +0.5% | 10Q | SEC ↗ |
| 44 | Shore Point Advisors, LLC | 44,121 | $4M | +3,342 | +8.2% | 8Q | SEC ↗ |
| 45 | HighTower Advisors, LLC | 44,090 | $4M | +519 | +1.2% | 5Q | SEC ↗ |
| 46 | Parkwoods Wealth Partners, LLC | 40,968 | $3M | +5,027 | +14.0% | 7Q | SEC ↗ |
| 47 | Warburton Capital Management, LLC | 40,371 | $3M | +2,147 | +5.6% | 7Q | SEC ↗ |
| 48 | Prudent Man Investment Management, Inc | 39,079 | $3M | -396 | -1.0% | 7Q | SEC ↗ |
| 49 | Krilogy Financial LLC | 39,033 | $3M | -3,267 | -7.7% | 10Q | SEC ↗ |
| 50 | Spinnaker Investment Group, LLC | 38,873 | $3M | +6,028 | +18.4% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BROWN ADVISORY INC | 112,149 | $9M |
| Evanson Financial, LLC | 101,769 | $9M |
| United Advisor Group, LLC | 8,373 | $701K |
| Kachkovsky & Fisher, Inc. | 6,521 | $546K |
| Wealthspire Advisors, LLC | 4,328 | $362K |
| OpenArc Corporate Advisory, LLC | 4,124 | $345K |
| Apollon Financial, LLC | 3,938 | $330K |
| AXXCESS WEALTH MANAGEMENT, LLC | 3,833 | $321K |
| BANK OF AMERICA CORP /DE | 3,822 | $320K |
| Approach Retirement Advisors, LLC | 3,640 | $305K |
| Signal Advisors Wealth, LLC | 3,562 | $298K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 3,495 | $293K |
| TRUIST FINANCIAL CORP | 3,116 | $261K |
| CX Institutional | 2,870 | $240K |
| 180 WEALTH ADVISORS, LLC | 2,684 | $225K |
| Safeguard Investment Advisory Group | 2,625 | $220K |
| RED LIGHTHOUSE INVESTMENT MANAGEMEN | 2,496 | $209K |
| Markowski Investments | 1,738 | $146K |
| Integrated Wealth Concepts LLC | 425 | $36K |
| Concord Wealth Partners | 348 | $29K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| McMill Wealth Management | 178,956 | $15M |
| Gotham Asset Management, LLC | 61,068 | $5M |
| Cogent Private Wealth, Inc. | 20,606 | $2M |
| Blue Trust, Inc. | 16,106 | $1M |
| Wolfstich Capital, LLC | 16,081 | $1M |
| MASTER'S WEALTH MANAGEMENT INC. | 11,275 | $944K |
| Foundry Financial LLC | 6,359 | $533K |
| Broadhurst Jeffrey B | 3,126 | $262K |
| Porter White Investment Advisors, I | 3,015 | $253K |
| Tradewinds, LLC. | 2,560 | $214K |
| CURIO WEALTH, LLC | 1,265 | $106K |
| MORGAN STANLEY | 666 | $56K |
| Steward Partners Investment Advisor | 200 | $17K |
| Ameritas Advisory Services, LLC | 149 | $12K |
| SouthState Bank Corp | 53 | $4K |
| GRAND WEALTH MANAGEMENT, LLC | 37 | $3K |
| Annis Gardner Whiting Capital Advis | 4 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Wealth | -230,647 | -86.7% | 35,437 |
| HFG Wealth Management, LLC | -29,951 | -22.4% | 103,945 |
| Strategic Investment Solutions, Inc | -27,445 | -9.8% | 253,320 |
| JANE STREET GROUP, LLC | -22,739 | -41.9% | 31,547 |
| Physician Wealth Advisors, Inc. | -16,239 | -11.0% | 131,656 |
| Keyes, Stange & Wooten Wealth Manag | -14,582 | -8.5% | 157,672 |
| Mustard Seed Financial, LLC | -4,027 | -25.4% | 11,833 |
| Federation des caisses Desjardins d | -3,897 | -64.7% | 2,129 |
| Falcon Wealth Planning | -3,630 | -37.4% | 6,075 |
| American Investment Services, Inc. | -3,538 | -3.1% | 110,004 |
| Krilogy Financial LLC | -3,267 | -7.7% | 39,033 |
| WELLINGTON-ALTUS USA INC. | -2,826 | -16.5% | 14,263 |
| CWM, LLC | -2,370 | -22.8% | 8,026 |
| TCI Wealth Advisors, Inc. | -1,817 | -2.3% | 77,330 |
| BUILDER INVESTMENT GROUP INC /ADV | -1,626 | -2.4% | 66,816 |
| Royal Harbor Partners, LLC | -1,181 | -1.0% | 123,069 |
| Syverson Strege & Co | -934 | -3.6% | 25,236 |
| Keystone Financial Group, Inc. | -929 | -2.5% | 35,717 |
| Riverbend Wealth Management, LLC | -804 | -5.8% | 13,140 |
| Savant Capital, LLC | -803 | -10.2% | 7,099 |