DIMENSTIONAL WORLD EQTY ETF (DFAW) Institutional Shareholders

DIMENSTIONAL WORLD EQTY ETF (DFAW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $703.15M in DFAW holdings during the latest filing period.

First Pacific Financial is currently the largest disclosed institutional shareholder of DFAW tracked by InsiderSet, reporting ownership valued at approximately $77.37M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $77.51M, representing an estimated gain of +0.18% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed DFAW value among the investors covered in this analysis. Major shareholders include First Pacific Financial, Wealth Management Nebraska, Arlington Financial Advisors, Llc, and several other long-term asset managers with concentrated positions in DIMENSTIONAL WORLD EQTY ETF (DFAW).

This page ranks the largest institutional DFAW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

207

Total Reported Value

$703.15M

Largest Holder

First Pacific Financial

Largest Position

$77.37M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

43

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
First Pacific Financial9.22%934,501$77,367,363$77,507,513+$140,150+0.18%
Wealth Management Nebraska6.30%853,135$70,631,112$70,759,017+$127,905+0.18%
Arlington Financial Advisors, Llc6.92%658,572$54,523,176$54,621,962+$98,786+0.18%
Farther Finance Advisors, Llc0.24%366,544$30,346,200$30,401,159+$54,959+0.18%
Sivia Capital Partners, Llc3.44%341,600$28,281,027$28,332,304+$51,277+0.18%
Strategic Investment Solutions, Inc.4.93%248,712$20,601,174$20,628,173+$26,999+0.13%
Dinuzzo Private Wealth, Inc.1.98%241,364$19,982,543$20,018,730+$36,187+0.18%
Focus Partners Wealth0.02%266,084$19,631,694$22,069,007+$2,437,313+12.42%
Plancorp, Llc0.43%214,260$17,682,894$17,770,724+$87,830+0.50%
Abacus Planning Group, Inc.2.17%212,101$17,559,854$17,591,657+$31,803+0.18%
Bryant Woods Investment Advisors, Llc4.05%175,702$14,545,946$14,572,724+$26,778+0.18%
Apella Capital, Llc0.19%159,183$13,164,423$13,202,638+$38,215+0.29%
Keyes, Stange & Wooten Wealth Management, Llc5.21%157,672$13,053,665$13,077,316+$23,651+0.18%
Greenspring Advisors, Llc0.73%162,731$12,006,291$13,496,909+$1,490,618+12.42%
Stratos Investment Management, Llc0.47%159,513$11,768,908$13,230,008+$1,461,100+12.41%
Physician Wealth Advisors, Inc.1.30%131,656$10,899,800$10,919,549+$19,749+0.18%
Triune Financial Partners, Llc2.53%144,467$10,658,799$11,982,093+$1,323,294+12.42%
Maseco Llp0.33%141,602$10,433,980$11,744,470+$1,310,490+12.56%
Royal Harbor Partners, Llc3.16%123,069$10,188,881$10,207,343+$18,462+0.18%
Hfg Wealth Management, Llc5.44%133,896$9,878,851$11,105,334+$1,226,483+12.42%
Strathmore Capital Advisors, Inc.2.44%108,243$8,617,206$8,977,674+$360,468+4.18%
Demming Financial Services Corp5.36%101,768$8,427,148$8,440,638+$13,490+0.16%
American Investment Services, Inc.1.87%113,542$8,377,103$9,417,173+$1,040,070+12.42%
Evanson Asset Management, Llc0.38%95,363$7,035,857$7,909,407+$873,550+12.42%
Commonwealth Equity Services, Llc0.01%78,153$6,470,260$6,482,010+$11,750+0.18%
Tci Wealth Advisors, Inc.0.28%77,330$6,402,155$6,413,750+$11,595+0.18%
Foster Group, Inc.0.16%73,001$6,043,737$6,054,703+$10,966+0.18%
Builder Investment Group Inc1.10%66,816$5,531,710$5,541,719+$10,009+0.18%
Bip Wealth, Llc0.22%72,356$5,338,457$6,001,207+$662,750+12.41%
Aqr Capital Management Llc0.00%62,384$4,602,694$5,174,129+$571,435+12.42%
Mercer Global Advisors Inc0.01%62,224$4,590,903$5,160,859+$569,956+12.41%
Sprinkle Financial Consultants Llc1.75%53,732$4,449,472$4,456,532+$7,060+0.16%
Lpl Financial Llc0.00%59,488$4,389,004$4,933,935+$544,931+12.42%
Jane Street Group, Llc0.00%54,286$4,005,221$4,502,481+$497,260+12.42%
Family Manage Llc0.47%52,768$3,893,223$4,376,578+$483,355+12.42%
Berger Financial Group, Inc0.21%51,845$3,825,125$4,300,024+$474,899+12.42%
Mather Group, Llc.0.03%45,667$3,780,762$3,787,621+$6,859+0.18%
Shore Point Advisors, Llc1.25%44,121$3,652,780$3,659,396+$6,616+0.18%
Sc&H Financial Advisors, Inc.0.55%49,157$3,626,826$4,077,082+$450,256+12.41%
Parkwoods Wealth Partners, Llc0.54%40,968$3,391,754$3,397,886+$6,132+0.18%
Krilogy Financial Llc0.10%39,033$3,231,520$3,237,397+$5,877+0.18%
Spinnaker Investment Group, Llc0.52%38,873$3,218,373$3,224,127+$5,754+0.18%
Hightower Advisors, Llc0.00%43,571$3,214,619$3,613,779+$399,160+12.42%
Barry Investment Advisors, Llc0.62%35,771$2,961,475$2,966,847+$5,372+0.18%
Keystone Financial Group, Inc.1.55%35,717$2,956,974$2,962,368+$5,394+0.18%
Mb Generational Wealth, Llc1.45%35,623$2,949,248$2,954,572+$5,324+0.18%
Parkshore Wealth Management, Inc.0.98%39,918$2,945,174$3,310,799+$365,625+12.41%
Prudent Man Investment Management, Inc.0.99%39,079$2,891,065$3,241,212+$350,147+12.11%
Jfs Wealth Advisors, Llc0.14%34,479$2,854,491$2,859,688+$5,197+0.18%
Kesler, Norman & Wride, Llc0.45%34,351$2,843,953$2,849,072+$5,119+0.18%

Frequently asked questions about DFAW

  • Who owns the most DFAW stock?

    The largest holders of DFAW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSTIONAL WORLD EQTY ETF (DFAW).

  • Is DFAW widely held by superinvestors?

    Many widely followed stocks like DFAW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFAW is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.