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Dimensional World Equity ETF

161 hedge funds and large institutions have $430M invested in Dimensional World Equity ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$47.7M
AFA
2
Arlington Financial Advisors
California
$44.4M
WMN
3
Wealth Management Nebraska
Nebraska
$42.7M
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$17.1M
APG
5
Abacus Planning Group
South Carolina
$14.6M
KSWWM
6
Keyes Stange & Wooten Wealth Management
Florida
$11.6M
BWIA
7
Bryant Woods Investment Advisors
New York
$11.5M
SCP
8
Sivia Capital Partners
California
$11.4M
SIM
9
Stratos Investment Management
Ohio
$11.2M
PWA
10
Physician Wealth Advisors
Utah
$11.2M
MWM
11
McMill Wealth Management
Nebraska
$10.6M
TFP
12
Triune Financial Partners
Kansas
$10.2M
MPW
13
MASECO Private Wealth
$9.62M
HWM
14
HFG Wealth Management
Texas
$9.53M
JP Morgan Chase
15
JP Morgan Chase
New York
$8.19M
RHP
16
Royal Harbor Partners
Texas
$7.87M
AC
17
Apella Capital
Connecticut
$7.72M
AIS
18
American Investment Services
Massachusetts
$7.38M
EAM
19
Evanson Asset Management
California
$5.14M
TWA
20
TCI Wealth Advisors
Arizona
$5.02M
PL
21
Plancorp LLC
Missouri
$4.91M
AC
22
Annandale Capital
Texas
$4.88M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.77M
BIG
24
Builder Investment Group
Georgia
$4.55M
SCA
25
Strathmore Capital Advisors
North Carolina
$4.51M