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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
LPL Financial
26
LPL Financial
California
$3.64M
MSFS
27
Main Street Financial Solutions
Pennsylvania
$3.49M
SFC
28
Sprinkle Financial Consultants
Colorado
$3.27M
MG
29
Mather Group
Illinois
$3.22M
KF
30
Krilogy Financial
Missouri
$3.05M
BFG
31
Berger Financial Group
Minnesota
$2.64M
SHFA
32
SC&H Financial Advisors
Maryland
$2.57M
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$2.56M
WCM
34
Warburton Capital Management
Oklahoma
$2.49M
BIA
35
Barry Investment Advisors
Massachusetts
$2.26M
PWM
36
Parkshore Wealth Management
California
$2.24M
SIG
37
Spinnaker Investment Group
California
$2.1M
BWA
38
Babb Wealth Advisors
Arizona
$1.92M
PMIM
39
Prudent Man Investment Management
Colorado
$1.91M
AIA
40
AssuredPartners Investment Advisors
Florida
$1.89M
MGW
41
MB Generational Wealth
Washington
$1.62M
VPWA
42
Vestia Personal Wealth Advisors
Indiana
$1.54M
KFGG
43
Keystone Financial Group (Georgia)
Georgia
$1.53M
PWP
44
Parkwoods Wealth Partners
New York
$1.53M
MFWP
45
Mosaic Family Wealth Partners
Missouri
$1.52M
SWM
46
Sterling Wealth Management
Illinois
$1.51M
BPA
47
Beacon Pointe Advisors
California
$1.5M
FFG
48
Fiduciary Financial Group
California
$1.49M
AQR Capital Management
49
AQR Capital Management
Connecticut
$1.45M
CPIG
50
Chicago Partners Investment Group
Illinois
$1.41M