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Who owns DFAWWhat DFAW owns — n/a

Who owns Dimensional - World Equity ETF?

Institutional ownership of DFAW from SEC Form 13F filings across 101 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

101

13F holders

$296.3M

value, 2026 filers

20.8%

of shares outstanding (3.6M sh)

17

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DFAW's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1First Pacific Financial934,501$77.4M9.2%5.4%+8.0%
2Strategic Investment Solutions, Inc. /IL253,320$21.0M4.8%1.5%-9.8%
3DiNuzzo Private Wealth, Inc.241,364$20.0M2.0%1.4%+3.5%
4Plancorp, LLC214,260$17.7M0.4%1.2%+22.4%
5JPMORGAN CHASE & CO209,490$17.3M0.0%1.2%+19.9%
6Apella Capital, LLC159,183$13.2M0.2%0.9%+11.1%
7Physician Wealth Advisors, Inc.131,656$10.9M1.3%0.8%-11.0%
8BIP Wealth, LLC116,965$9.7M0.3%0.7%+61.7%
9BROWN ADVISORY INCNEW112,149$9.3M0.0%0.6%new
10RAYMOND JAMES FINANCIAL INC106,185$8.8M0.0%0.6%+301.1%
11MERCER GLOBAL ADVISORS INC /ADV81,157$6.7M0.0%0.5%+30.4%
12COMMONWEALTH EQUITY SERVICES, LLC78,153$6.5M0.0%0.4%+10.6%
13LPL Financial LLC66,218$5.5M0.0%0.4%+11.3%
14Family Manage LLC62,182$5.1M0.5%0.4%+17.8%
15Keating Financial Advisory Services, Inc.48,686$4.0M0.5%0.3%+32.8%
16MATHER GROUP, LLC.45,667$3.8M0.0%0.3%+0.5%
17HighTower Advisors, LLC44,090$3.7M0.0%0.3%+1.2%
18Krilogy Financial LLC39,033$3.2M0.1%0.2%-7.7%
19AssuredPartners Investment Advisors, LLC36,082$3.0M0.3%0.2%+12.8%
20Focus Partners Wealth35,437$2.9M0.0%0.2%-86.7%
21JFS WEALTH ADVISORS, LLC34,479$2.9M0.1%0.2%+100.5%
22Rachor Investment Advisory Services, LLC32,865$2.7M1.3%0.2%+3.5%
23JANE STREET GROUP, LLC31,547$2.6M0.0%0.2%-41.9%
24Chicago Partners Investment Group LLC28,810$2.4M0.0%0.2%+17.3%
25Cambridge Investment Research Advisors, Inc.28,568$2,3660.0%0.2%+145.5%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.