194 tracked 13F filers disclose a position in DFAW as of the latest SEC 13F filings, a combined $708.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | First Pacific Financial | $77.4M | 935K | ▲+8.0% Added · +69K sh | Q2 2026 | |
| 2 | Wealth Management Nebraska | $70.6M | 853K | ▲+6.1% Added · +49K sh | Q2 2026 | |
| 3 | Arlington Financial Advisors, LLC | $54.5M | 659K | ▲+1.6% Added · +11K sh | Q2 2026 | |
| 4 | Farther Finance Advisors, LLC | $26.9M | 362K | ▲+4.0% Added · +14K sh | Q1 2026 | |
| 5 | Sivia Capital Partners, LLC | $28.3M | 342K | ▲+163% Added · +212K sh | Q2 2026 | |
| 6 | Focus Partners Wealth | $19.6M | 266K | ▲+714% Added · +233K sh | Q1 2026 | |
| 7 | DiNuzzo Private Wealth, Inc. | $20.0M | 241K | ▲+3.5% Added · +8K sh | Q2 2026 | |
| 8 | Abacus Planning Group, Inc. | $17.6M | 212K | ▲+0.1% Added · +178 sh | Q2 2026 | |
| 9 | Bryant Woods Investment Advisors, LLC | $14.5M | 176K | ▲+4.1% Added · +7K sh | Q2 2026 | |
| 10 | Plancorp, LLC | $13.5M | 175K | ▲+32% Added · +43K sh | Q1 2026 | |
| 11 | Greenspring Advisors, LLC | $14.5M | 175K | ▲+7.6% Added · +12K sh | Q2 2026 | |
| 12 | JPMORGAN CHASE & CO | $12.5M | 175K | ▲+29% Added · +39K sh | Q1 2026 | |
| 13 | Stratos Investment Management, LLC | $13.6M | 164K | ▲+2.8% Added · +4K sh | Q2 2026 | |
| 14 | Apella Capital, LLC | $13.2M | 159K | ▲+11% Added · +16K sh | Q2 2026 | |
| 15 | Keyes, Stange & Wooten Wealth Management, LLC | $13.1M | 158K | ▼−8.5% Reduced · −15K sh | Q2 2026 | |
| 16 | Triune Financial Partners, LLC | $12.2M | 148K | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 17 | MASECO LLP | $11.9M | 143K | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 18 | Physician Wealth Advisors, Inc. | $10.9M | 132K | ▼−11% Reduced · −16K sh | Q2 2026 | |
| 19 | Royal Harbor Partners, LLC | $10.2M | 123K | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 20 | BIP Wealth, LLC | $9.7M | 117K | ▲+62% Added · +45K sh | Q2 2026 | |
| 21 | Strathmore Capital Advisors, Inc. | $9.4M | 113K | ▲+4.5% Added · +5K sh | Q2 2026 | |
| 22 | American Investment Services, Inc. | $9.1M | 110K | ▼−3.1% Reduced · −4K sh | Q2 2026 | |
| 23 | Evanson Financial, LLC | $8.4M | 102K | ▲New +102K sh | Q2 2026 | |
| 24 | DEMMING FINANCIAL SERVICES CORP /ADV | $8.4M | 102K | ▲+2.3% Added · +2K sh | Q2 2026 | |
| 25 | Evanson Asset Management, LLC | $7.0M | 95K | ▲+13% Added · +11K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in DFAW and 43 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 107 funds | $8.6B |
| MICROSOFT CORPMSFT | 107 funds | $6.1B |
| NVIDIA CORPNVDA | 104 funds | $9.7B |
| AMAZON.COM INCAMZN | 101 funds | $4.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 100 funds | $8.4B |
| ALPHABET INC-CL AGOOGL | 100 funds | $3.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 98 funds | $3.7B |
| JPMORGAN CHASE & COJPM | 98 funds | $1.4B |
| VANGUARD S&P 500 ETFVOO | 95 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 95 funds | $2.8B |
| JOHNSON & JOHNSONJNJ | 94 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 93 funds | $1.9B |
Ranked by how many of DFAW's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DFACmc | 1117 funds | $34.6B |
| DFASmc | 843 funds | $11.3B |
| DFIVmc | 820 funds | $14.9B |
| DFUSmc | 808 funds | $16.0B |
| DFATmc | 773 funds | $10.9B |
| DFAImc | 763 funds | $13.5B |
| DFUVmc | 725 funds | $11.6B |
| DFAEmc | 657 funds | $7.4B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DFAW
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DFAW/capital-change-brief"
Use Arkolith's capital_change_brief for DFAW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DFAW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.