DFAW institutional holders

Dimensional World Equity ETF · 219 reporting institutions · $764.1M reported value

Funds that can replace DFAW · DFAW return decomposition

Institutional holdings

Institutions reporting DFAW, largest first
InstitutionReported positionAdvisors at firmReport period
First Pacific Financial, Inc.$77.4M192026-06-30
Wealth Management$70.6M462026-06-30
Arlington Financial Advisors, LLC$54.5M82026-06-30
Farther Finance Advisors, LLC$30.3M3342026-06-30
Sivia Capital Partners, LLC$28.3M22026-06-30
Strategic Investment Solutions, Inc. /il$21M102026-06-30
Dinuzzo Private Wealth, Inc.$20M82026-06-30
Plancorp, LLC$17.7M522026-06-30
Abacus Planning Group, Inc.$17.6M152026-06-30
Jpmorgan Chase & Co$17.3M02026-06-30
Landmark Wealth Management$14.5M52026-06-30
Greenspring Advisors, LLC$14.5M442026-06-30
Stratos Investment Management, LLC$13.6M72026-06-30
Apella Capital, LLC$13.2M1042026-06-30
Keyes, Stange & Wooten Wealth Management, LLC$13.1M62026-06-30
Triune Financial Partners, LLC$12.2M162026-06-30
Maseco LLP$11.9M82026-06-30
Physician Wealth Advisors, Inc.$10.9M92026-06-30
Rhp Wealth Management$10.2M52026-06-30
Bip Wealth, LLC$9.7M622026-06-30
Strathmore Capital Advisors, Inc.$9.4M112026-06-30
Brown Advisory Inc$9.3M02026-06-30
American Investment Services, Inc.$9.1M62026-06-30
Raymond James Financial Inc$8.8M02026-06-30
Hfg Wealth Management, LLC$8.6M32026-06-30
Demming Financial Services Corp /adv$8.4M02026-06-30
Evanson Financial, LLC$8.4M42026-06-30
Mercer Global Advisors Inc /adv$7.4M02026-06-30
Evanson Asset Management, LLC$7M02026-03-31
Commonwealth Equity Services, LLC$6.5M2,8632026-06-30
Tci Wealth Advisors, Inc.$6.4M462026-06-30
Foster Group, Inc.$6M582026-06-30
Builder Investment Group Inc /adv$5.5M32026-06-30
Lpl Financial LLC$5.5M23,4582026-06-30
Family Manage LLC$5.1M102026-06-30
Aqr Capital Management LLC$5.1M12026-06-30
Lakewood Asset Management, LLC$4.9M42026-06-30
Sprinkle Financial Consultants LLC$4.4M32026-06-30
Berger Financial Group, Inc$4.3M512026-06-30
Sc&h Financial Advisors, Inc.$4.2M192026-06-30
Parkshore Wealth Management$4.2M52026-06-30
Keating Financial Advisory Services, Inc.$4M252026-06-30
Mather Group, Llc.$3.8M1102026-06-30
Shore Point Advisors, LLC$3.7M102026-06-30
Hightower Advisors, LLC$3.7M1,0462026-06-30
Parkwoods Wealth Partners, LLC$3.4M312026-06-30
Krilogy$3.2M642026-06-30
Spinnaker Investment Group, LLC$3.2M82026-06-30
Assuredpartners Investment Advisors$3M292026-06-30
Barry Investment Advisors, LLC$3M82026-06-30
Keystone Financial Group, Inc.$3M72026-06-30
Mb Generational Wealth, LLC$2.9M32026-06-30
Focus Partners Wealth$2.9M1,0482026-06-30
Prudent Man Investment Management$2.9M32026-06-30
Jfs Wealth Advisors, LLC$2.9M332026-06-30
Ascend Investment Partners$2.8M52026-06-30
Monograph Wealth Advisors, LLC$2.8M102026-06-30
Rachor Investment Advisory Services, LLC$2.7M42026-06-30
Jane Street Group, LLC$2.6M02026-06-30
Aspen Capital Management, LLC$2.5M102026-06-30
Vestia Personal Wealth Advisors$2.5M222026-06-30
Babb Wealth Advisors LLC$2.4M32026-06-30
Chicago Partners Investment Group LLC$2.4M572026-06-30
Foundations Investment Advisors, LLC$2.3M3022026-06-30
Ruedi Wealth Management, Inc.$2.3M52026-06-30
Beacon Pointe Advisors, LLC$2.2M4662026-06-30
Cardiff Park Advisors, LLC$2.1M12026-06-30
Mosaic Family Wealth Partners, LLC$2.1M192026-06-30
Syverson Strege$2.1M142026-06-30
Sterling Wealth Management, Inc.$2M82026-06-30
Envision Financial Planning, LLC$2M72026-06-30
Bank of Montreal /can$1.9M02026-06-30
Iht Wealth Management LLC$1.9M1592026-06-30
Fiduciary Financial Group, LLC$1.8M92026-06-30
Pacific Asset Management, LLC$1.7M02026-06-30
Legacy Financial Group, Inc.$1.5M82026-06-30
Mills Wealth Advisors, LLC$1.4M72026-06-30
Stratos Wealth Partners, Ltd.$1.3M3862026-06-30
Savvy Advisors, Inc.$1.3M2142026-06-30
Austin Asset$1.2M152026-06-30
Focus Partners Advisor Solutions, LLC$1.1M422026-06-30
Cary Street Partners Financial LLC$1.1M02026-06-30
Riverbend Wealth Management, LLC$1.1M42026-06-30
Onedigital Investment Advisors LLC$1.1M3862026-06-30
Chico Wealth RIA$1M02026-06-30
Highland Financial Advisors, LLC$1M82026-06-30
Fmb Wealth Management$1M82026-06-30
Nemes Rush Group LLC$996.2K92026-06-30
Sunesis Advisors, LLC$995.1K102026-06-30
Mustard Seed Wealth Management$979.7K92026-06-30
Legacy Capital Wealth Partners, LLC$956.8K172026-06-30
Visionary Wealth Advisors$910.5K462026-06-30
Bannerman Wealth$899.2K42026-06-30
Mutual Advisors, LLC$782.4K1532026-06-30
Rs Crum Inc.$771.5K62026-06-30
Ram Investment Partners, LLC$747.1K162026-06-30
Bos Asset Management, LLC$719.2K102026-06-30
Sensible Money, LLC$714.1K132026-06-30
Elevate Wealth Advisory, Inc$695.8K122026-06-30
United Advisor Group, LLC$693.2K582026-06-30
Eversource Wealth Advisors, LLC$690K772026-06-30
Belpointe Asset Management LLC$686.6K1702026-06-30
Keb Asset Management, LLC$684.4K142026-06-30
Envestnet Pmc$681.2K602026-06-30
Ashton Thomas Private Wealth, LLC$670K962026-06-30
Gem Asset Management, LLC$659.3K42026-06-30
Decisionpoint Financial, LLC$658.5K132026-06-30
Brighton Jones LLC$640.8K1592026-06-30
Marrick Wealth$635.3K22026-06-30
Boyce & Associates Wealth Consulting, Inc.$634.5K82026-06-30
Modera Wealth Management, LLC$629.7K1352026-06-30
Corient Private Wealth LP$610.7K6742026-06-30
Cwm, LLC$592.1K6672026-03-31
Verum Partners LLC$588.8K162026-06-30
Savant Wealth Management$587.7K4052026-06-30
Alpha Financial Advisors, LLC$574.9K82026-06-30
Tilson Financial Group Inc$560.4K72026-06-30
Pbmares Wealth Management LLC$552.6K12025-09-30
Root Financial Partners, LLC$542.1K642026-06-30
Tfc Financial Management, Inc.$526.2K122026-06-30
Falcon Wealth Planning$503K242026-06-30
Xy Planning Network, Inc.$480.9K02026-06-30
Asset Dedication, LLC$469.3K112026-06-30
Quantify Funds$454.7K12026-06-30
Creative Planning$447.2K1,1712026-06-30
Allworth Financial, LP$444.9K3172026-06-30
Sb Capital Management Inc$429.7K02025-12-31
Hippocratic Financial Advisors, LLC$428.9K02026-06-30
Lri Investments, LLC$427K252026-06-30
Pillar Financial Advisors, LLC$425.9K42026-06-30
Ausdal Financial Partners, Inc.$417.9K1892026-06-30
Beaird Harris Wealth Management, LLC$397.4K182026-06-30
Advisory Services Network$397.1K2532026-06-30
Elser Financial Planning, Inc.$391.2K132026-06-30
Woodward Financial Advisors, Inc.$387K62026-06-30
Hutchinson Capital Management/ca$377.6K02026-06-30
Catawba River Capital$375.5K32026-06-30
Mission Wealth Management, LP$365.9K1382026-06-30
Equitable Holdings, Inc.$364.2K02026-06-30
Wealthspire Advisors, LLC$358.3K2372026-06-30
Harbour Investments, Inc.$349.3K2472026-06-30
Investment Advisory Group LLC$345.7K52026-06-30
Openarc Corporate Advisory, LLC$341.4K1232026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$340.9K02026-06-30
Fonville Wealth Management LLC$336.5K122026-06-30
Apollon Financial, LLC$326K202026-06-30
Axxcess Wealth Management, LLC$317.3K382026-06-30
Bank of America Corp /de$316.4K02026-06-30
Approach Retirement Advisors, LLC$301.4K22026-06-30
Vistica Wealth Advisors, LLC$295.5K42026-06-30
Signal Advisors Wealth, LLC$294.9K452026-06-30
Maripau Wealth Management LLC$294.9K222026-06-30
Wealth Enhancement Advisory Services, LLC$291.2K1,0262026-06-30
Lam Group, Inc.$289.6K22026-06-30
Forum Financial Management, LP$275.5K1162026-06-30
Truist Financial Corp$258K02026-06-30
Inspire Advisors, LLC$253.5K752026-06-30
C M Bidwell & Associates Ltd$245.6K42026-06-30
Rehmann Capital Advisory Group$245.1K422026-06-30
Pathstone Holdings, LLC$244.7K02026-06-30
Aurelius Family Office LLC$240.7K52026-06-30
Phillips Financial Management, LLC$237.2K152026-06-30
Andrews, Lucia Wealth Management LLC$235K12026-06-30
Donalies Financial Planning, LLC$230.3K42026-06-30
Investmark Advisory Group LLC$225.8K112026-06-30
180 Wealth Advisors, LLC$222.2K62026-06-30
Safeguard Investment Advisory Group, LLC$217.4K92026-06-30
Red Lighthouse Investment Management, LLC$206.7K12026-06-30
Osaic Holdings, Inc.$194.8K02026-06-30
Frankly Finances, LLC$192.5K12026-06-30
Federation Des Caisses Desjardins Du Quebec$176.2K02026-06-30
Gunpowder Capital Management, LLC Dba Oliver Wealth Management$166K02026-06-30
Trust Co$158.1K02026-06-30
Markowski Investments$143.9K102026-06-30
McIlrath & Eck, LLC$130.6K62026-03-31
Pinney & Scofield, Inc.$106.6K32026-06-30
Glass Jacobson Investment Advisors LLC$105.2K102026-06-30
Crews Bank & Trust$104.7K02026-06-30
Sjs Investment Services$104.6K192026-06-30
Investors Portfolio Services LLC$100.3K32026-06-30
North Ridge Wealth Advisors, Inc.$90.6K02026-03-31
Fort Vancouver Investment Management, LLC$76.9K42026-06-30
Burk Holdings LLC$66.7K72026-06-30
Morris Financial Concepts, Inc.$55.4K12026-06-30
National Bank of Canada /fi$47.8K02026-06-30
Cary Street Partners Investment Advisory LLC$47.4K1222026-06-30
Waverly Advisors, LLC$40.7K2312026-06-30
Elevation Wealth Partners, LLC$36.4K02026-06-30
Integrated Wealth Concepts LLC$35.2K4802026-06-30
Promus Capital, LLC$35K02025-09-30
Concord Wealth Partners$28.8K112026-06-30
Your Advocates Ltd., LLP$26.2K42026-06-30
UBS Group AG$14.2K02026-06-30
Advisornet Wealth Partners$13K582026-06-30
Maryland Capital Advisors Inc.$12.2K42026-06-30
Quent Capital, LLC$11.1K02026-06-30
Ares Financial Consulting, LLC$11K42026-06-30
Fmr LLC$10.9K02026-06-30
Assetmark, Inc$10.2K2202026-06-30
Entrust Financial LLC$10.1K52026-06-30
Fiduciary Financial Advisors$9.2K512026-06-30
Medallion Wealth Advisors, LLC$6.2K62026-06-30
Vermillion Wealth Management, Inc.$5.9K42026-06-30
Longview Financial Advisors LLC$3.4K22026-06-30
Warburton Capital Management, LLC$3.3K72026-06-30
Betterment LLC$1.6K282026-06-30
Ifg Advisory, LLC$1.2K1102026-06-30
Annandale Capital, LLC$1.1K32026-06-30
Highland Investment Advisors LLC$1K102026-06-30
Cambridge Investment Research Advisors, Inc.$8593,9402026-03-31
Usadvisors Wealth Management, LLC$512142026-06-30
Ferguson Johnson Wealth Management Inc$49502026-06-30
Cloud Capital Management$38452026-06-30
Kozak & Associates, Inc.$34202026-06-30
Silver Oak Advisory Group$32832026-06-30
Foster & Motley Inc$314292026-06-30
Coston, McIsaac & Partners$305102026-06-30
Cx Institutional$238802026-06-30
Cordant, Inc.$16602026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30