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Dimensional World Equity ETF

185 hedge funds and large institutions have $563M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
BIG
26
Builder Investment Group
Georgia
$4.99M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.95M
AQR Capital Management
28
AQR Capital Management
Connecticut
$4.14M
LPL Financial
29
LPL Financial
California
$3.92M
SFC
30
Sprinkle Financial Consultants
Colorado
$3.49M
MG
31
Mather Group
Illinois
$3.36M
KF
32
Krilogy Financial
Missouri
$3.3M
SHFA
33
SC&H Financial Advisors
Maryland
$3.17M
BFG
34
Berger Financial Group
Minnesota
$2.99M
PMIM
35
Prudent Man Investment Management
Colorado
$2.94M
WCM
36
Warburton Capital Management
Oklahoma
$2.68M
PWM
37
Parkshore Wealth Management
California
$2.68M
BIA
38
Barry Investment Advisors
Massachusetts
$2.68M
BW
39
BIP Wealth
Georgia
$2.52M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$2.42M
HighTower Advisors
41
HighTower Advisors
Illinois
$2.41M
RIAS
42
Rachor Investment Advisory Services
Michigan
$2.37M
AIA
43
AssuredPartners Investment Advisors
Florida
$2.36M
SIG
44
Spinnaker Investment Group
California
$2.35M
MGW
45
MB Generational Wealth
Washington
$2.18M
SSC
46
Syverson Strege & Co
Iowa
$2.16M
VPWA
47
Vestia Personal Wealth Advisors
Indiana
$2.04M
BWA
48
Babb Wealth Advisors
Arizona
$2.02M
KFGG
49
Keystone Financial Group (Georgia)
Georgia
$1.86M
PWP
50
Parkwoods Wealth Partners
New York
$1.84M