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Dimensional World Equity ETF

139 hedge funds and large institutions have $304M invested in Dimensional World Equity ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

216% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 25

12% more capital invested

Capital invested by funds: $272M → $304M (+$32.3M)

11% more funds holding

Funds holding: 125139 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.62% less ownership

Funds ownership: 49.2%48.58% (-0.62%)

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
1.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
20
Increased
79
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$2.34M +$284K +4,482 +13%
SSC
27
Syverson Strege & Co
Iowa
$2.22M -$18.6K -294 -0.8%
PL
28
Plancorp LLC
Missouri
$2.19M +$1.88M +29,691 +486%
TC
29
TownSquare Capital
Utah
$2.09M +$1.75M +27,675 +436%
KF
30
Krilogy Financial
Missouri
$2.04M +$76.2K +1,204 +4%
SIG
31
Spinnaker Investment Group
California
$2.01M +$434K +6,859 +27%
BWA
32
Babb Wealth Advisors
Arizona
$1.91M -$37.9K -599 -2%
PMIM
33
Prudent Man Investment Management
Colorado
$1.91M
WCM
34
Warburton Capital Management
Oklahoma
$1.7M +$363K +5,736 +26%
PWM
35
Parkshore Wealth Management
California
$1.66M +$248K +3,922 +17%
BIA
36
Barry Investment Advisors
Massachusetts
$1.59M +$479K +7,565 +41%
BFG
37
Berger Financial Group
Minnesota
$1.54M +$1.06M +16,819 +204%
SHFA
38
SC&H Financial Advisors
Maryland
$1.5M +$942K +14,884 +156%
AIA
39
AssuredPartners Investment Advisors
Florida
$1.45M -$648K -10,237 -30%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.42M +$72.8K +1,150 +5%
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.24M
MGW
42
MB Generational Wealth
Washington
$1.19M +$224K +3,545 +22%
MFWP
43
Mosaic Family Wealth Partners
Missouri
$1.13M +$169K +2,676 +17%
CPA
44
Cardiff Park Advisors
California
$1.12M +$1.16M +18,326 +107,800%
TFP
45
Triune Financial Partners
Kansas
$1.09M +$580K +9,159 +106%
RWM
46
Ruedi Wealth Management
Illinois
$868K +$186K +2,932 +26%
Jane Street
47
Jane Street
New York
$834K -$1.86M -29,395 -68%
KFGG
48
Keystone Financial Group (Georgia)
Georgia
$827K +$126K +1,997 +17%
FG
49
Foster Group
Iowa
$819K +$174K +2,750 +26%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$809K +$88.7K +1,401 +12%

DFAW Hedge Fund Activity: Q1 2025 in Review

139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q1 2025, worth a combined $304M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFAW positions and 4 closed out — a net gain of 16 holders — while 79 added to existing stakes and 25 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $7.2M. The largest seller was JP Wealth Management, exiting entirely with an estimated $13M sold.

  • 139 institutional investors held Dimensional World Equity ETF (DFAW) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $304M of Dimensional World Equity ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 20 funds opened new Dimensional World Equity ETF positions in Q1 2025 and 4 closed out, a net change of +16 holders.
  • The largest Dimensional World Equity ETF buyer in Q1 2025 was Strategic Investment Solutions, an estimated $7.2M added.
  • The largest Dimensional World Equity ETF seller in Q1 2025 was JP Wealth Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.