DFAW: Dimensional World Equity Etf insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
214 institutions reported holding $756.76M of Dimensional World Equity Etf on Form 13F (204 the quarter before). 20 opened a new position and 11 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| First Pacific Financial | 934,501 | $77.37M |
| Wealth Management Nebraska | 853,135 | $70.63M |
| Arlington Financial Advisors, LLC | 658,572 | $54.52M |
| Farther Finance Advisors, LLC | 366,544 | $30.35M |
| Sivia Capital Partners, LLC | 341,600 | $28.28M |
| Strategic Investment Solutions, Inc. /IL | 253,320 | $20.98M |
| DiNuzzo Private Wealth, Inc. | 241,364 | $19.98M |
| Plancorp, LLC | 214,260 | $17.68M |
| Abacus Planning Group, Inc. | 212,101 | $17.56M |
| JPMORGAN CHASE & CO | 209,490 | $17.27M |
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