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Dimensional World Equity ETF

148 hedge funds and large institutions have $385M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $304M → $385M (+$80.6M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 139148 (+9)

2.26% more ownership

Funds ownership: 48.58%50.83% (+2.3%)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.95%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
24
Increased
93
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PL
26
Plancorp LLC
Missouri
$3.23M +$776K +12,398 +35%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$3.21M +$341K +5,454 +13%
SFC
28
Sprinkle Financial Consultants
Colorado
$2.95M +$355K +5,666 +15%
MG
29
Mather Group
Illinois
$2.94M +$1.56K +25 +0.1%
SHFA
30
SC&H Financial Advisors
Maryland
$2.5M +$799K +12,767 +52%
SSC
31
Syverson Strege & Co
Iowa
$2.47M +$40.4K +645 +2%
BFG
32
Berger Financial Group
Minnesota
$2.38M +$650K +10,384 +41%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$2.37M +$768K +12,274 +53%
KF
34
Krilogy Financial
Missouri
$2.25M +$15.6K +250 +0.8%
WCM
35
Warburton Capital Management
Oklahoma
$2.12M +$193K +3,083 +11%
BIA
36
Barry Investment Advisors
Massachusetts
$1.94M +$184K +2,938 +11%
PMIM
37
Prudent Man Investment Management
Colorado
$1.91M
PWM
38
Parkshore Wealth Management
California
$1.88M +$63.3K +1,012 +4%
BWA
39
Babb Wealth Advisors
Arizona
$1.79M -$280K -4,480 -14%
AIA
40
AssuredPartners Investment Advisors
Florida
$1.73M +$136K +2,167 +9%
Raymond James Financial
41
Raymond James Financial
Florida
$1.62M -$1.42M -22,711 -48%
SIG
42
Spinnaker Investment Group
California
$1.62M -$536K -8,562 -26%
Jane Street
43
Jane Street
New York
$1.49M +$541K +8,650 +64%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.36M
MFWP
45
Mosaic Family Wealth Partners
Missouri
$1.35M +$107K +1,705 +9%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.28M +$1.19M +19,060 New
CPA
47
Cardiff Park Advisors
California
$1.24M +$6.26K +100 +0.5%
VPWA
48
Vestia Personal Wealth Advisors
Indiana
$1.23M +$412K +6,582 +56%
SWM
49
Sterling Wealth Management
Illinois
$1.21M +$1.13M +17,988 New
CPIG
50
Chicago Partners Investment Group
Illinois
$1.2M +$413K +6,604 +62%

DFAW Hedge Fund Activity: Q2 2025 in Review

148 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q2 2025, worth a combined $385M — up 27% from $304M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFAW positions and 12 closed out — a net gain of 12 holders — while 93 added to existing stakes and 25 trimmed.

The largest buyer was Triune Financial Partners, adding an estimated $8.06M. The largest seller was Strategic Investment Solutions, cutting an estimated $6.68M.

  • 148 institutional investors held Dimensional World Equity ETF (DFAW) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $385M of Dimensional World Equity ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 24 funds opened new Dimensional World Equity ETF positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest Dimensional World Equity ETF buyer in Q2 2025 was Triune Financial Partners, an estimated $8.06M added.
  • The largest Dimensional World Equity ETF seller in Q2 2025 was Strategic Investment Solutions, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2025.