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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
Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
1.89%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
20
Increased
79
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
26
TCI Wealth Advisors
Arizona
$2.34M +$275K +4,482 +13%
SSC
27
Syverson Strege & Co
Iowa
$2.22M -$18K -294 -0.8%
PL
28
Plancorp LLC
Missouri
$2.19M +$1.82M +29,691 +486%
TC
29
TownSquare Capital
Utah
$2.09M +$1.7M +27,675 +436%
KF
30
Krilogy Financial
Missouri
$2.04M +$73.8K +1,204 +4%
SIG
31
Spinnaker Investment Group
California
$2.01M +$420K +6,859 +27%
BWA
32
Babb Wealth Advisors
Arizona
$1.91M -$36.7K -599 -2%
PMIM
33
Prudent Man Investment Management
Colorado
$1.91M
WCM
34
Warburton Capital Management
Oklahoma
$1.7M +$351K +5,736 +26%
PWM
35
Parkshore Wealth Management
California
$1.66M +$240K +3,922 +17%
BIA
36
Barry Investment Advisors
Massachusetts
$1.59M +$464K +7,565 +41%
BFG
37
Berger Financial Group
Minnesota
$1.54M +$1.03M +16,819 +204%
SHFA
38
SC&H Financial Advisors
Maryland
$1.5M +$912K +14,884 +156%
AIA
39
AssuredPartners Investment Advisors
Florida
$1.45M -$627K -10,237 -30%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.42M +$70.5K +1,150 +5%
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.24M
MGW
42
MB Generational Wealth
Washington
$1.19M +$217K +3,545 +22%
MFWP
43
Mosaic Family Wealth Partners
Missouri
$1.13M +$164K +2,676 +17%
CPA
44
Cardiff Park Advisors
California
$1.12M +$1.12M +18,326 +107,800%
TFP
45
Triune Financial Partners
Kansas
$1.09M +$561K +9,159 +106%
RWM
46
Ruedi Wealth Management
Illinois
$868K +$180K +2,932 +26%
Jane Street
47
Jane Street
New York
$834K -$1.8M -29,395 -68%
KFGG
48
Keystone Financial Group (Georgia)
Georgia
$827K +$123K +1,997 +17%
FG
49
Foster Group
Iowa
$819K +$169K +2,750 +26%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$809K +$85.9K +1,401 +12%