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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
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
PL
26
Plancorp LLC
Missouri
$3.23M
MSFS
27
Main Street Financial Solutions
Pennsylvania
$3.21M
SFC
28
Sprinkle Financial Consultants
Colorado
$2.95M
MG
29
Mather Group
Illinois
$2.94M
SHFA
30
SC&H Financial Advisors
Maryland
$2.5M
SSC
31
Syverson Strege & Co
Iowa
$2.47M
BFG
32
Berger Financial Group
Minnesota
$2.38M
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$2.37M
KF
34
Krilogy Financial
Missouri
$2.25M
WCM
35
Warburton Capital Management
Oklahoma
$2.12M
BIA
36
Barry Investment Advisors
Massachusetts
$1.94M
PMIM
37
Prudent Man Investment Management
Colorado
$1.91M
PWM
38
Parkshore Wealth Management
California
$1.88M
BWA
39
Babb Wealth Advisors
Arizona
$1.79M
AIA
40
AssuredPartners Investment Advisors
Florida
$1.73M
Raymond James Financial
41
Raymond James Financial
Florida
$1.62M
SIG
42
Spinnaker Investment Group
California
$1.62M
Jane Street
43
Jane Street
New York
$1.49M
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.36M
MFWP
45
Mosaic Family Wealth Partners
Missouri
$1.35M
HighTower Advisors
46
HighTower Advisors
Illinois
$1.28M
CPA
47
Cardiff Park Advisors
California
$1.24M
VPWA
48
Vestia Personal Wealth Advisors
Indiana
$1.23M
SWM
49
Sterling Wealth Management
Illinois
$1.21M
CPIG
50
Chicago Partners Investment Group
Illinois
$1.2M