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Dimensional World Equity ETF

201 hedge funds and large institutions have $635M invested in Dimensional World Equity ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 36

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $571M → $635M (+$63.3M)

6% more funds holding

Funds holding: 189201 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

1.66% less ownership

Funds ownership: 57.56%55.9% (-1.7%)

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
2.47%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
25
Increased
128
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$63.8M +$3.76M +49,441 +6%
WMN
2
Wealth Management Nebraska
Nebraska
$59.3M +$9.83M +129,151 +19%
AFA
3
Arlington Financial Advisors
California
$47.8M +$585K +7,686 +1%
FFA
4
Farther Finance Advisors
California
$26.9M +$1.06M +13,857 +4%
SIS
5
Strategic Investment Solutions
Illinois
$20.7M -$136K -1,790 -0.6%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$19.6M +$17.8M +233,413 +714%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$17.2M -$129K -1,694 -0.7%
APG
8
Abacus Planning Group
South Carolina
$15.6M +$473K +6,212 +3%
PL
9
Plancorp LLC
Missouri
$13.5M +$3.26M +42,873 +32%
KSWWM
10
Keyes Stange & Wooten Wealth Management
Florida
$12.7M +$771K +10,128 +6%
JP Morgan Chase
11
JP Morgan Chase
New York
$12.5M +$3M +39,368 +29%
BWIA
12
Bryant Woods Investment Advisors
New York
$12.5M +$768K +10,090 +6%
GA
13
Greenspring Advisors
Maryland
$12M +$1.18M +15,542 +11%
SIM
14
Stratos Investment Management
Ohio
$11.8M -$461K -6,060 -4%
AC
15
Apella Capital
Connecticut
$11.4M +$1.2M +15,775 +12%
PWA
16
Physician Wealth Advisors
Utah
$10.9M -$267K -3,503 -2%
TFP
17
Triune Financial Partners
Kansas
$10.7M +$101K +1,330 +0.9%
MPW
18
MASECO Private Wealth
$10.4M +$400K +5,251 +4%
HWM
19
HFG Wealth Management
Texas
$9.88M -$110K -1,446 -1%
SCP
20
Sivia Capital Partners
California
$9.58M -$2.57M -33,751 -21%
RHP
21
Royal Harbor Partners
Texas
$9.17M +$470K +6,167 +5%
SCA
22
Strathmore Capital Advisors
North Carolina
$8.62M +$1.69M +22,151 +26%
AIS
23
American Investment Services
Massachusetts
$8.38M +$84.9K +1,115 +1%
DFS
24
Demming Financial Services
Ohio
$7.34M +$413K +5,423 +6%
EAM
25
Evanson Asset Management
California
$7.04M +$810K +10,644 +13%