DFAW Institutional Ownership & Shareholders
DIMENSTIONAL WORLD EQTY ETF (DFAW) is currently held by 215 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $761.78M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
First Pacific Financial is currently the largest disclosed institutional shareholder of DFAW tracked by InsiderSet, reporting ownership valued at approximately $79.26M in its September 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 $79.88M, representing an estimated gain of +0.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% 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
215
Total Reported Value
$761.78M
Largest Holder
First Pacific Financial
Largest Position
$79.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Pacific Financial | 8.11% | 963,004 | $79,264,865 | $79,881,182 | +$616,317 | +0.78% | |
| Wealth Management Nebraska | 6.43% | 891,216 | $73,356,036 | $73,926,367 | +$570,331 | +0.78% | |
| Arlington Financial Advisors, Llc | 6.91% | 668,917 | $55,058,558 | $55,486,665 | +$428,107 | +0.78% | |
| Farther Finance Advisors, Llc | 0.23% | 390,407 | $32,134,384 | $32,384,261 | +$249,877 | +0.78% | |
| Sivia Capital Partners, Llc | 3.44% | 341,600 | $28,281,027 | $28,335,720 | +$54,693 | +0.19% | |
| Strategic Investment Solutions, Inc. | 4.93% | 248,712 | $20,601,174 | $20,630,660 | +$29,486 | +0.14% | |
| Dinuzzo Private Wealth, Inc. | 1.85% | 226,256 | $18,623,125 | $18,767,935 | +$144,810 | +0.78% | |
| Plancorp, Llc | 0.43% | 214,260 | $17,682,894 | $17,772,867 | +$89,973 | +0.51% | |
| Jpmorgan Chase & Co | 0.00% | 209,490 | $17,274,569 | $17,377,196 | +$102,627 | +0.59% | |
| Abacus Planning Group, Inc. | 1.95% | 196,994 | $16,214,588 | $16,340,652 | +$126,064 | +0.78% | |
| Bryant Woods Investment Advisors, Llc | 4.34% | 187,062 | $15,397,204 | $15,516,793 | +$119,589 | +0.78% | |
| Greenspring Advisors, Llc | 0.80% | 175,063 | $14,493,468 | $14,521,476 | +$28,008 | +0.19% | |
| Apella Capital, Llc | 0.18% | 164,441 | $13,794,940 | $13,640,381 | -$154,559 | -1.12% | |
| Stratos Investment Management, Llc | 0.49% | 163,934 | $13,572,099 | $13,598,325 | +$26,226 | +0.19% | |
| Keyes, Stange & Wooten Wealth Management, Llc | 5.21% | 157,672 | $13,053,665 | $13,078,892 | +$25,227 | +0.19% | |
| Triune Financial Partners, Llc | 2.56% | 147,925 | $12,246,723 | $12,270,379 | +$23,656 | +0.19% | |
| Maseco Llp | 0.33% | 144,995 | $12,036,777 | $12,027,335 | -$9,442 | -0.08% | |
| Bip Wealth, Llc | 0.32% | 145,495 | $11,975,652 | $12,068,810 | +$93,158 | +0.78% | |
| Physician Wealth Advisors, Inc. | 1.19% | 125,930 | $10,365,260 | $10,445,894 | +$80,634 | +0.78% | |
| Royal Harbor Partners, Llc | 3.12% | 124,034 | $10,209,237 | $10,288,620 | +$79,383 | +0.78% | |
| Strathmore Capital Advisors, Inc. | 2.52% | 113,097 | $9,371,255 | $9,381,396 | +$10,141 | +0.11% | |
| Brown Advisory Inc | 0.01% | 112,149 | $9,284,816 | $9,302,760 | +$17,944 | +0.19% | |
| American Investment Services, Inc. | 1.92% | 110,004 | $9,107,197 | $9,124,832 | +$17,635 | +0.19% | |
| Raymond James Financial Inc | 0.00% | 106,185 | $8,791,056 | $8,808,046 | +$16,990 | +0.19% | |
| Hfg Wealth Management, Llc | 8.69% | 103,945 | $8,605,631 | $8,622,238 | +$16,607 | +0.19% | |
| Demming Financial Services Corp | 5.36% | 101,768 | $8,427,148 | $8,441,656 | +$14,508 | +0.17% | |
| Mercer Global Advisors Inc | 0.01% | 89,469 | $7,407,158 | $7,421,454 | +$14,296 | +0.19% | |
| Evanson Asset Management, Llc | 0.38% | 95,363 | $7,035,857 | $7,910,361 | +$874,504 | +12.43% | |
| Foster Group, Inc. | 0.16% | 73,742 | $6,069,744 | $6,116,899 | +$47,155 | +0.78% | |
| Tci Wealth Advisors, Inc. | 0.24% | 72,343 | $5,954,532 | $6,000,852 | +$46,320 | +0.78% | |
| Lakewood Asset Management Llc | 3.03% | 71,448 | $5,880,915 | $5,926,612 | +$45,697 | +0.78% | |
| Builder Investment Group Inc | 1.17% | 69,798 | $5,745,132 | $5,789,744 | +$44,612 | +0.78% | |
| Lpl Financial Llc | 0.00% | 66,218 | $5,482,161 | $5,492,783 | +$10,622 | +0.19% | |
| Family Manage Llc | 0.54% | 62,182 | $5,148,048 | $5,157,997 | +$9,949 | +0.19% | |
| Aqr Capital Management Llc | 0.00% | 61,657 | $5,104,586 | $5,114,448 | +$9,862 | +0.19% | |
| Parkshore Wealth Management, Inc. | 1.16% | 55,277 | $4,549,874 | $4,585,227 | +$35,353 | +0.78% | |
| Sprinkle Financial Consultants Llc | 1.73% | 53,751 | $4,424,351 | $4,458,645 | +$34,294 | +0.78% | |
| Sc&H Financial Advisors, Inc. | 0.61% | 53,408 | $4,396,019 | $4,430,194 | +$34,175 | +0.78% | |
| Berger Financial Group, Inc | 0.22% | 52,274 | $4,327,765 | $4,336,128 | +$8,363 | +0.19% | |
| Keating Financial Advisory Services, Inc. | 0.53% | 48,686 | $4,030,714 | $4,038,504 | +$7,790 | +0.19% | |
| Shore Point Advisors, Llc | 1.24% | 47,501 | $3,909,842 | $3,940,208 | +$30,366 | +0.78% | |
| Barry Investment Advisors, Llc | 0.73% | 46,169 | $3,800,190 | $3,829,719 | +$29,529 | +0.78% | |
| Parkwoods Wealth Partners, Llc | 0.54% | 40,968 | $3,391,754 | $3,398,296 | +$6,542 | +0.19% | |
| Warburton Capital Management, Llc | 1.36% | 40,371 | $3,342,000 | $3,348,774 | +$6,774 | +0.20% | |
| Krilogy Financial Llc | 0.09% | 38,176 | $3,207,936 | $3,166,699 | -$41,237 | -1.29% | |
| Keystone Financial Group, Inc. | 1.67% | 38,173 | $3,142,028 | $3,166,450 | +$24,422 | +0.78% | |
| Spinnaker Investment Group, Llc | 0.48% | 36,942 | $3,040,716 | $3,064,339 | +$23,623 | +0.78% | |
| Assuredpartners Investment Advisors, Llc | 0.29% | 36,082 | $2,987,225 | $2,993,002 | +$5,777 | +0.19% | |
| Focus Partners Wealth | 0.00% | 35,437 | $2,933,847 | $2,939,499 | +$5,652 | +0.19% | |
| Prudent Man Investment Management, Inc. | 0.99% | 39,079 | $2,891,065 | $3,241,603 | +$350,538 | +12.12% |
Frequently asked questions about DFAW
Who are the largest institutional holders of DFAW?
The largest institutional holders of DFAW reported in the latest SEC Form 13F filings include First Pacific Financial, Wealth Management Nebraska, Arlington Financial Advisors, Llc, Farther Finance Advisors, Llc, and Sivia Capital Partners, Llc. InsiderSet ranks institutional holders by their latest reported DFAW position.
What is DFAW institutional ownership?
This page tracks DFAW positions reported by institutional investment managers through SEC Form 13F. DIMENSTIONAL WORLD EQTY ETF (DFAW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFAW?
InsiderSet currently tracks 215 institutional managers reporting DFAW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFAW shareholders.
How much DFAW stock do institutions own?
Institutional investment managers disclosed approximately $761.78M in DFAW holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFAW institutional ownership last updated?
The latest DFAW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFAW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFAW position after the reporting date.
Are institutions buying or selling DFAW?
Institutional buying and selling can be analyzed by comparing DFAW positions across consecutive 13F reporting periods. InsiderSet's DFAW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFAW ownership changes.
How has DFAW institutional ownership changed over time?
InsiderSet tracks DFAW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.