
Dimensional World Equity is an exchange-traded fund on ARCA. As of Q3 2025, 162 institutional investors hold shares in this ETF, with total holdings valued at $434.8M. First Pacific Financial is the largest holder with a position valued at $47.7M.
Overview of institutional ownership in DFAW as of Q3 2025
Institutions with the largest positions in DFAW as of Q3 2025
| Institution | Position Value |
|---|---|
F First Pacific Financial RIA/Wealth | $47.7M 6.63% of portfolio |
A Arlington Financial Advisors, LLC Institution | $44.4M 6.54% of portfolio |
W Wealth Management Nebraska Institution | $42.7M 5.09% of portfolio |
Strategic Investment Solutions, Inc. /IL RIA/Wealth | $17.2M 4.58% of portfolio |
DiNuzzo Private Wealth, Inc. RIA/Wealth | $17.1M 1.94% of portfolio |
Abacus Planning Group, Inc. RIA/Wealth | $14.6M 2.11% of portfolio |
$11.6M 5.61% of portfolio | |
B Bryant Woods Investment Advisors, LLC Institution | $11.5M 4.48% of portfolio |
Sivia Capital Partners, LLC RIA/Wealth | $11.4M 3.22% of portfolio |
Fundamentun, LLC RIA/Wealth | $11.2M 0.46% of portfolio |
Institutional buying and selling activity for DFAW in Q3 2025
| Institution | Net Bought |
|---|---|
W Wealth Management Nebraska Institution | +$7.6M +106.3K shares |
F First Pacific Financial RIA/Wealth | +$3.1M +42.6K shares |
A Arlington Financial Advisors, LLC Institution | +$2.5M +35.1K shares |
JPMORGAN CHASE & CO Institution | +$2.3M +32.3K shares |
McMill Wealth Management Real Assets | +$1.8M +25.2K shares |
Plancorp, LLC RIA/Wealth | +$1.4M +20.1K shares |
Strategic Investment Solutions, Inc. /IL RIA/Wealth | +$1.3M +18.6K shares |
HFG Wealth Management, LLC RIA/Wealth | +$961.1K +13.4K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | +$811.8K +11.3K shares |
A Apella Capital, LLC Institution | +$723.5K +10.1K shares |
| Institution | Net Sold |
|---|---|
Fundamentun, LLC RIA/Wealth | −$2.4M −32.9K shares |
Abacus Planning Group, Inc. RIA/Wealth | −$1.1M −14.8K shares |
J JANE STREET GROUP, LLC Institution | −$938.9K −13.1K shares |
Syverson Strege & Co RIA/Wealth | −$496.2K −6.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$453.7K −6.3K shares |
Triune Financial Partners, LLC RIA/Wealth | −$318.7K −4.4K shares |
M MISSION WEALTH MANAGEMENT, LLC Institution | −$268.3K −4.0K shares |
Safeguard Investment Advisory Group, LLC RIA/Wealth | −$205.9K −3.1K shares |
DiNuzzo Private Wealth, Inc. RIA/Wealth | −$182.1K −2.6K shares |
PHILLIPS FINANCIAL MANAGEMENT, LLC RIA/Wealth | −$170.5K −2.4K shares |
Institutions that initiated new positions or completely exited DFAW in Q3 2025
| Institution | Position Value |
|---|---|
BIP Wealth, LLC RIA/Wealth | $610.3K 8.5K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | $564.6K 7.9K shares |
L LEGACY FINANCIAL GROUP, INC. Institution | $521.6K 7.3K shares |
C Chico Wealth RIA Institution | $258.2K 3.6K shares |
Equitable Holdings, Inc. Institution | $239.4K 3.3K shares |
ASPIRIANT, LLC RIA/Wealth | $236.7K 3.3K shares |
Sequoia Financial Advisors, LLC RIA/Wealth | $217.1K 3.0K shares |
Legacy Capital Wealth Partners, LLC RIA/Wealth | $215.0K 3.0K shares |
D Dynamic Advisors Solutions LLC Institution | $204.9K 2.9K shares |
Empirical Financial Services, LLC RIA/Wealth | $204.7K 2.8K shares |
| Institution | Previous Position |
|---|---|
M MISSION WEALTH MANAGEMENT, LLC Institution | $268.3K 4.0K shares |
Safeguard Investment Advisory Group, LLC RIA/Wealth | $205.9K 3.1K shares |
Institutions with the largest Call and Put options positions in DFAW as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DFAW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F First Pacific Financial RIA/Wealth | 6.63% $47.7M |
A Arlington Financial Advisors, LLC Institution | 6.54% $44.4M |
5.61% $11.6M | |
W Wealth Management Nebraska Institution | 5.09% $42.7M |
HFG Wealth Management, LLC RIA/Wealth | 5.06% $9.5M |
Strategic Investment Solutions, Inc. /IL RIA/Wealth | 4.58% $17.2M |
B Bryant Woods Investment Advisors, LLC Institution | 4.48% $11.5M |
Sivia Capital Partners, LLC RIA/Wealth | 3.22% $11.4M |
McMill Wealth Management Real Assets | 3.21% $10.6M |
Royal Harbor Partners, LLC RIA/Wealth | 2.67% $7.9M |
Discover hedge funds investing in DFAW


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $129.0M | 10.81% | |
ETF ETF | $79.3M | 6.64% | |
ETF ETF | $59.0M | 4.94% |
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