Dimensional World Equity ETFDFAW
DFAW
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1,267% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 3
300% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 14
45% more funds holding
Funds holding: 85 [Q3] → 123 (+38) [Q4]
43% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 10 (+3) [Q4]
35% more capital invested
Capital invested by funds: $200M [Q3] → $271M (+$71.1M) [Q4]
11.74% more ownership
Funds ownership: 40.8% [Q3] → 52.53% (+11.74%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for DFAW.
Financial journalist opinion
Positive
Seeking Alpha
7 months ago
DFAW: Interesting Strategy But This Might Be Why It's Not Working
The Dimensional World Equity ETF has not generated alpha over U.S.-domestic ETFs due to the dominance of the Magnificent 7 in the U.S. market. DFAW's 0.25% expense ratio and academic strategy focus on historical outperformance but lack true global diversification, especially in emerging markets. Current market conditions and the dominance of tech giants make it difficult for DFAW to outperform the U.S. market.
Positive
InvestorPlace
11 months ago
3 Killer Investment Ideas for a Financial Windfall
When you write about U.S. stocks as much as I do, you tend to forget about the many other investment ideas available to retail investors in this country. There are plenty.
Charts implemented using Lightweight Charts™