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Dimensional World Equity ETF

164 hedge funds and large institutions have $449M invested in Dimensional World Equity ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $385M → $449M (+$64.6M)

11% more funds holding

Funds holding: 148164 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.44% less ownership

Funds ownership: 50.83%50.39% (-0.44%)

Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
2.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
21
Increased
103
Reduced
28
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Strathmore Capital Advisors
North Carolina
$4.51M +$359K +5,161 +9%
LPL Financial
27
LPL Financial
California
$3.64M +$94.4K +1,357 +3%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$3.49M +$55.7K +801 +2%
SFC
29
Sprinkle Financial Consultants
Colorado
$3.27M +$109K +1,573 +4%
MG
30
Mather Group
Illinois
$3.22M +$66.7K +959 +2%
KF
31
Krilogy Financial
Missouri
$3.05M +$603K +8,671 +26%
BFG
32
Berger Financial Group
Minnesota
$2.64M +$89.6K +1,288 +4%
SHFA
33
SC&H Financial Advisors
Maryland
$2.57M -$100K -1,443 -4%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$2.56M +$12.7K +182 +0.5%
WCM
35
Warburton Capital Management
Oklahoma
$2.49M +$258K +3,715 +12%
BIA
36
Barry Investment Advisors
Massachusetts
$2.26M +$170K +2,451 +8%
PWM
37
Parkshore Wealth Management
California
$2.24M +$212K +3,053 +11%
SSC
38
Syverson Strege & Co
Iowa
$2.15M -$480K -6,905 -19%
SIG
39
Spinnaker Investment Group
California
$2.1M +$353K +5,081 +21%
BWA
40
Babb Wealth Advisors
Arizona
$1.92M +$2.37K +34 +0.1%
PMIM
41
Prudent Man Investment Management
Colorado
$1.91M -$487 -7 -0%
AIA
42
AssuredPartners Investment Advisors
Florida
$1.89M +$31.1K +447 +2%
MGW
43
MB Generational Wealth
Washington
$1.62M +$1.57M +22,561 New
VPWA
44
Vestia Personal Wealth Advisors
Indiana
$1.54M +$207K +2,969 +16%
KFGG
45
Keystone Financial Group (Georgia)
Georgia
$1.53M +$479K +6,885 +48%
PWP
46
Parkwoods Wealth Partners
New York
$1.53M +$246K +3,530 +20%
MFWP
47
Mosaic Family Wealth Partners
Missouri
$1.52M +$77.6K +1,115 +6%
SWM
48
Sterling Wealth Management
Illinois
$1.51M +$211K +3,031 +17%
BPA
49
Beacon Pointe Advisors
California
$1.5M +$786K +11,297 +118%
FFG
50
Fiduciary Financial Group
California
$1.49M +$407K +5,852 +39%