DFAW · Dimensional World Equity ETF ETF
$85.64
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $610,741
Total Shares: 7,377
Institutional Ownership Trend
12 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+89.9 pts
Top 5
100.0%
+65.6 pts
Top 10
100.0%
+53.3 pts
HHI
10,000
Highly concentrated+9,645
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
0
Sold Out
200
Unchanged
0
Holder count:
-200
Institutional value:
-99.9%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +1,097 | 7,377 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small First Pacific Financial | 865,248 | $63,837,997 | |
| Micro Wealth Management Nebraska | 804,355 | $59,345,311 | |
| Small Arlington Financial Advisors, LLC | 648,037 | $47,812,169 | |
| Mid Farther Finance Advisors, LLC | 362,171 | $26,720,976 | |
| Micro Strategic Investment Solutions, Inc. /IL | 280,765 | $20,714,582 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFAW | $610,741 | 100.00% | 7,377 | Shares | 2026-08-27 |