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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
Holders Change %
% of All Funds
Holding in Top 10
10
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
TWA
26
TCI Wealth Advisors
Arizona
$2.34M
SSC
27
Syverson Strege & Co
Iowa
$2.22M
PL
28
Plancorp LLC
Missouri
$2.19M
TC
29
TownSquare Capital
Utah
$2.09M
KF
30
Krilogy Financial
Missouri
$2.04M
SIG
31
Spinnaker Investment Group
California
$2.01M
BWA
32
Babb Wealth Advisors
Arizona
$1.91M
PMIM
33
Prudent Man Investment Management
Colorado
$1.91M
WCM
34
Warburton Capital Management
Oklahoma
$1.7M
PWM
35
Parkshore Wealth Management
California
$1.66M
BIA
36
Barry Investment Advisors
Massachusetts
$1.59M
BFG
37
Berger Financial Group
Minnesota
$1.54M
SHFA
38
SC&H Financial Advisors
Maryland
$1.5M
AIA
39
AssuredPartners Investment Advisors
Florida
$1.45M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.42M
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.24M
MGW
42
MB Generational Wealth
Washington
$1.19M
MFWP
43
Mosaic Family Wealth Partners
Missouri
$1.13M
CPA
44
Cardiff Park Advisors
California
$1.12M
TFP
45
Triune Financial Partners
Kansas
$1.09M
RWM
46
Ruedi Wealth Management
Illinois
$868K
Jane Street
47
Jane Street
New York
$834K
KFGG
48
Keystone Financial Group (Georgia)
Georgia
$827K
FG
49
Foster Group
Iowa
$819K
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$809K