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Funds Holding DFAW

On this page, we present all of the funds holding DFAW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFAW, with a link to that fund's top holdings. The next columns indicate the amount of DFAW stock held by each of the funds holding DFAW, followed by the DFAW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 45 funds holding DFAW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Arlington Financial Advisors LLC. For more details on the positions held by Arlington Financial Advisors LLC (or by any of the other funds holding DFAW), click the fund name in the "Holder" column of the funds-holding-DFAW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Arlington Financial Advisors LLC483,111$28,566 03/31/2024
     DFAW483,111$28,566 03/31/2024
DiNuzzo Private Wealth Inc.345,214$18,954 12/31/2023
     DFAW345,214$18,954 12/31/2023
First Pacific Financial300,861$17,790 03/31/2024
     DFAW300,861$17,790 03/31/2024
Abacus Planning Group Inc.179,463$10,612 03/31/2024
     DFAW179,463$10,612 03/31/2024
Strategic Investment Solutions Inc. IL126,244$6,931 12/31/2023
     DFAW126,244$6,931 12/31/2023
Sivia Capital Partners LLC103,933$6,146 03/31/2024
     DFAW103,933$6,146 03/31/2024
Fundamentun LLC79,518$4,702 03/31/2024
     DFAW79,518$4,702 03/31/2024
UMA Financial Services Inc.80,226$4,532 03/31/2024
     DFAW80,226$4,532 03/31/2024
Builder Investment Group Inc. ADV47,033$2,582 12/31/2023
     DFAW47,033$2,582 12/31/2023
Syverson Strege & Co39,450$2,333 03/31/2024
     DFAW39,450$2,333 03/31/2024
Commonwealth Equity Services LLC36,389$2,152 03/31/2024
     DFAW36,389$2,152 03/31/2024
Apella Capital LLC28,310$1,667 03/31/2024
     DFAW28,310$1,667 03/31/2024
Main Street Financial Solutions LLC27,079$1,601 03/31/2024
     DFAW27,079$1,601 03/31/2024
Krilogy Financial LLC18,703$1,106 03/31/2024
     DFAW18,703$1,106 03/31/2024
Sprinkle Financial Consultants LLC12,551$742 03/31/2024
     DFAW12,551$742 03/31/2024
Bryant Woods Investment Advisors LLC12,940$711 12/31/2023
     DFAW12,940$711 12/31/2023
Evanson Asset Management LLC10,144$600 03/31/2024
     DFAW10,144$600 03/31/2024
Barry Investment Advisors LLC10,008$592 03/31/2024
     DFAW10,008$592 03/31/2024
Mercer Global Advisors Inc. ADV9,914$544 12/31/2023
     DFAW9,914$544 12/31/2023
Spinnaker Investment Group LLC8,291$490 03/31/2024
     DFAW8,291$490 03/31/2024
Root Financial Partners LLC6,986$413 03/31/2024
     DFAW6,986$413 03/31/2024
Total Wealth Planning LLC6,584$389 03/31/2024
     DFAW6,584$389 03/31/2024
Beacon Pointe Advisors LLC6,386$351 12/31/2023
     DFAW6,386$351 12/31/2023
Cambridge Investment Research Advisors Inc.5,896$349 03/31/2024
     DFAW5,896$349 03/31/2024
Ronald Blue Trust Inc.5,354$317 03/31/2024
     DFAW5,354$317 03/31/2024
Chicago Partners Investment Group LLC5,201$298 03/31/2024
     DFAW5,201$298 03/31/2024
Austin Asset Management Co Inc4,346$257 03/31/2024
     DFAW4,346$257 03/31/2024
Alpha Financial Advisors LLC4,192$248 03/31/2024
     DFAW4,192$248 03/31/2024
Foster Group Inc.3,648$216 03/31/2024
     DFAW3,648$216 03/31/2024
Greenspring Advisors LLC3,625$214 03/31/2024
     DFAW3,625$214 03/31/2024
Phillips Financial Management LLC3,605$213 03/31/2024
     DFAW3,605$213 03/31/2024
Smith Anglin Financial LLC3,594$213 03/31/2024
     DFAW3,594$213 03/31/2024
Lam Group Inc.2,071$122 03/31/2024
     DFAW2,071$122 03/31/2024
Mather Group LLC.1,770$97 03/31/2024
     DFAW1,770$97 03/31/2024
DecisionPoint Financial LLC1,367$79 03/31/2024
     DFAW1,367$79 03/31/2024
Concord Wealth Partners1,135$67 03/31/2024
     DFAW1,135$67 03/31/2024
Ruedi Wealth Management Inc.965$53 12/31/2023
     DFAW965$53 12/31/2023
McIlrath & Eck LLC607$33 12/31/2023
     DFAW607$33 12/31/2023
Bank of Montreal Can580$32 12/31/2023
     DFAW580$32 12/31/2023
UBS Group AG461$25 12/31/2023
     DFAW461$25 12/31/2023
Coston McIsaac & Partners414$24 03/31/2024
     DFAW414$24 03/31/2024
Morris Financial Concepts Inc.383$23 03/31/2024
     DFAW383$23 03/31/2024
Allworth Financial LP165$10 03/31/2024
     DFAW165$10 03/31/2024
Quent Capital LLC134$7 12/31/2023
     DFAW134$7 12/31/2023
Grand Wealth Management LLC18$1 12/31/2023
     DFAW18$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     DFAW0$0 03/31/2024

See Summary: Institutional Holders of DFAW
See Details: Top 10 Hedge Funds Holding DFAW
Also See: DFAW Holdings Changes

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