Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / WORLD EQUITY ETF
-
Total 13F shares
-
4,959,862
-
Share change
-
+615,976
-
Total reported value
-
$303,857,799
-
Price per share
-
$61.28
-
Number of holders
-
138
-
Value change
-
+$37,464,937
-
Number of buys
-
97
-
Number of sells
-
28
Institutional Holders of DIMENSIONAL ETF TRUST - WORLD EQUITY ETF (DFAW) as of Q1 2025
As of 31 Mar 2025,
DIMENSIONAL ETF TRUST - WORLD EQUITY ETF (DFAW) was held by
138 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,959,862 shares.
The largest 10 holders included
First Pacific Financial, Arlington Financial Advisors, LLC, Wealth Management Nebraska, Strategic Investment Solutions, Inc. /IL, DiNuzzo Private Wealth, Inc., Abacus Planning Group, Inc., Keyes, Stange & Wooten Wealth Management, LLC, Physician Wealth Advisors, Inc., Sivia Capital Partners, LLC, and Bryant Woods Investment Advisors, LLC.
This page lists
138
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.