Public ownership evidence

Dimensional World Equity ETF (DFAW) Ownership Disclosures

Read DFAW insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional World Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
7,377
Value (USD)
$610,684
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFAW fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFAW fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-287,377$610,684None
Rehmann Capital Advisory Group2026-06-302026-08-212,961$245,141None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2089,469$7,407,158None
Beacon Pointe Advisors, LLC2026-06-302026-08-1926,182$2,167,581None
Corient Private Wealth LP2026-06-302026-08-187,377$610,684None
Equitable Holdings, Inc.2026-06-302026-08-184,399$364,223None
Investors Portfolio Services LLC2026-06-302026-08-151,212$100,302None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,129$176,196None
Mutual Advisors, LLC2026-06-302026-08-159,451$782,449None
Nemes Rush Group LLC2026-06-302026-08-1512,033$996,212None
Envision Financial Planning, LLC2026-06-302026-08-1524,101$1,995,331None
Woodward Financial Advisors, Inc.2026-06-302026-08-154,674$386,972None
Babb Wealth Advisors LLC2026-06-302026-08-1529,159$2,414,058None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-1534,108$2,823,829None
Foundations Investment Advisors, LLC2026-06-302026-08-1527,996$2,317,789None
IFG Advisory, LLC2026-06-302026-08-1515$1,242None
OSAIC HOLDINGS, INC.2026-06-302026-08-15540$44,707None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,811$150,063None
Betterment LLC2026-06-302026-08-1519,443$1,610,000None
JANE STREET GROUP, LLC2026-06-302026-08-1531,547$2,611,776None
Medallion Wealth Advisors, LLC2026-06-302026-08-1575$6,209None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1590$7,451None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154$331None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157$580None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1510$828None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-1525,505$2,111,571None
Family Manage LLC2026-06-302026-08-1562,182$5,148,048None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-158,404$695,767None
Waverly Advisors, LLC2026-06-302026-08-15492$40,710None
BROWN ADVISORY INC2026-06-302026-08-15112,149$9,284,816None
Ausdal Financial Partners, Inc.2026-06-302026-08-155,048$417,924None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1561,657$5,104,586None
IHT Wealth Management, LLC2026-06-302026-08-1523,133$1,915,181None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15106,106$8,784,516None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1579$6,540None
BANK OF AMERICA CORP /DE/2026-06-302026-08-153,822$316,423None
Highland Investment Advisors LLC2026-06-302026-08-1412$1,000None
Markowski Investments2026-06-302026-08-141,738$143,866None
Burk Holdings LLC2026-06-302026-08-14805$66,684None
Cloud Capital Management, LLC2026-06-302026-08-144,650$384,000None
Pathstone Holdings, LLC2026-06-302026-08-142,956$244,728None
Alpha Financial Advisors, LLC2026-06-302026-08-146,944$574,903None
Chico Wealth RIA2026-06-302026-08-1412,663$1,048,369None
Annandale Capital, LLC2026-06-302026-08-1413,349$1,105,000None
Visionary Wealth Advisors2026-06-302026-08-1410,998$910,505None
UBS Group AG2026-06-302026-08-14171$14,157None
Creative Planning2026-06-302026-08-145,402$447,244None
HFG Wealth Management, LLC2026-06-302026-08-14103,945$8,605,630None
Safeguard Investment Advisory Group, LLC2026-06-302026-08-142,625$217,374None
Inspire Advisors, LLC2026-06-302026-08-143,062$253,503None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Investors Portfolio Services LLC ↗Federation des caisses Desjardins du Quebec ↗Mutual Advisors, LLC ↗Nemes Rush Group LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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