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Dimensional World Equity ETF

189 hedge funds and large institutions have $571M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 20

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $449M → $571M (+$122M)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

15% more funds holding

Funds holding: 164189 (+25)

7.16% more ownership

Funds ownership: 50.39%57.56% (+7.2%)

Holders
189
Holders Change
+25
Holders Change %
+15.24%
% of All Funds
2.3%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
38
Increased
116
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$5.44M +$270K +3,714 +5%
BIG
27
Builder Investment Group
Georgia
$4.99M +$300K +4,129 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.95M +$36.5K +502 +0.8%
AQR Capital Management
29
AQR Capital Management
Connecticut
$4.14M +$2.6M +35,675 +176%
LPL Financial
30
LPL Financial
California
$3.92M +$173K +2,376 +5%
SFC
31
Sprinkle Financial Consultants
Colorado
$3.49M +$124K +1,700 +4%
MG
32
Mather Group
Illinois
$3.36M +$47.2K +649 +1%
KF
33
Krilogy Financial
Missouri
$3.3M +$62.2K +855 +2%
SHFA
34
SC&H Financial Advisors
Maryland
$3.17M +$512K +7,034 +20%
BFG
35
Berger Financial Group
Minnesota
$2.99M +$271K +3,718 +10%
PMIM
36
Prudent Man Investment Management
Colorado
$2.94M +$667K +9,172 +30%
WCM
37
Warburton Capital Management
Oklahoma
$2.68M +$120K +1,645 +5%
PWM
38
Parkshore Wealth Management
California
$2.68M +$373K +5,122 +16%
BIA
39
Barry Investment Advisors
Massachusetts
$2.68M +$346K +4,755 +15%
BW
40
BIP Wealth
Georgia
$2.52M +$1.86M +25,609 +302%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$2.42M -$211K -2,899 -8%
HighTower Advisors
42
HighTower Advisors
Illinois
$2.41M +$1.02M +13,974 +75%
RIAS
43
Rachor Investment Advisory Services
Michigan
$2.37M +$2.33M +31,970 New
AIA
44
AssuredPartners Investment Advisors
Florida
$2.36M +$406K +5,578 +21%
SIG
45
Spinnaker Investment Group
California
$2.35M +$180K +2,478 +8%
MGW
46
MB Generational Wealth
Washington
$2.18M +$506K +6,950 +31%
SSC
47
Syverson Strege & Co
Iowa
$2.16M -$58K -797 -3%
VPWA
48
Vestia Personal Wealth Advisors
Indiana
$2.04M +$401K +5,506 +26%
BWA
49
Babb Wealth Advisors
Arizona
$2.02M +$40.6K +558 +2%
KFGG
50
Keystone Financial Group (Georgia)
Georgia
$1.86M +$285K +3,913 +18%