Who owns Dimensional - World Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFAW from SEC Form 13F filings across 214 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.
As of the 2026-06-30 reporting period, 214 institutions disclosed 9.3M shares of Dimensional - World Equity ETF worth $766.6M — about 53.1% of shares outstanding; the largest disclosed holder is First Pacific Financial. Source: SEC Form 13F filings, parsed by EvidInvest.
214
13F holders
$766.6M
value, 2026 filers
53.1%
of shares outstanding (9.3M sh)
28
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | First Pacific Financial | 934,501 | $77.4M | 9.2% | 5.4% | +8.0% |
| 2 | Wealth Management Nebraska | 853,135 | $70.6M | 6.3% | 4.9% | +6.1% |
| 3 | Arlington Financial Advisors, LLC | 658,572 | $54.5M | 6.9% | 3.8% | +1.6% |
| 4 | Farther Finance Advisors, LLC | 366,544 | $30.3M | 0.2% | 2.1% | +1.2% |
| 5 | Sivia Capital Partners, LLC | 341,600 | $28.3M | 3.4% | 2% | +163.2% |
| 6 | Strategic Investment Solutions, Inc. /IL | 253,320 | $21.0M | 4.8% | 1.5% | -9.8% |
| 7 | DiNuzzo Private Wealth, Inc. | 241,364 | $20.0M | 2.0% | 1.4% | +3.5% |
| 8 | Plancorp, LLC | 214,260 | $17.7M | 0.4% | 1.2% | +22.4% |
| 9 | Abacus Planning Group, Inc. | 212,101 | $17.6M | 2.2% | 1.2% | +0.1% |
| 10 | JPMORGAN CHASE & CO | 209,490 | $17.3M | 0.0% | 1.2% | +19.9% |
| 11 | Bryant Woods Investment Advisors, LLC | 175,702 | $14.5M | 4.0% | 1% | +4.1% |
| 12 | Greenspring Advisors, LLC | 175,063 | $14.5M | 0.8% | 1% | +7.6% |
| 13 | Stratos Investment Management, LLC | 163,934 | $13.6M | 0.5% | 0.9% | +2.8% |
| 14 | Apella Capital, LLC | 159,183 | $13.2M | 0.2% | 0.9% | +11.1% |
| 15 | Keyes, Stange & Wooten Wealth Management, LLC | 157,672 | $13.1M | 5.2% | 0.9% | -8.5% |
| 16 | Triune Financial Partners, LLC | 147,925 | $12.2M | 2.6% | 0.8% | +2.4% |
| 17 | MASECO LLP | 143,211 | $11.9M | 0.3% | 0.8% | +1.1% |
| 18 | Physician Wealth Advisors, Inc. | 131,656 | $10.9M | 1.3% | 0.8% | -11.0% |
| 19 | Royal Harbor Partners, LLC | 123,069 | $10.2M | 3.2% | 0.7% | -1.0% |
| 20 | BIP Wealth, LLC | 116,965 | $9.7M | 0.3% | 0.7% | +61.7% |
| 21 | Strathmore Capital Advisors, Inc. | 113,097 | $9.4M | 2.5% | 0.6% | +4.5% |
| 22 | BROWN ADVISORY INCNEW | 112,149 | $9.3M | 0.0% | 0.6% | new |
| 23 | American Investment Services, Inc. | 110,004 | $9.1M | 1.9% | 0.6% | -3.1% |
| 24 | RAYMOND JAMES FINANCIAL INC | 106,185 | $8.8M | 0.0% | 0.6% | +301.1% |
| 25 | HFG Wealth Management, LLC | 103,945 | $8.6M | 8.7% | 0.6% | -22.4% |
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.