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Dimensional World Equity ETF

145 hedge funds and large institutions have $384M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% 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
23
Increased
92
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWP
51
Parkwoods Wealth Partners
New York
$1.19M 17,759 +4,768 +37%
Betterment LLC
52
Betterment LLC
New York
$1.18M 17,549 +8,123 +86%
FG
53
Foster Group
Iowa
$1.02M 15,275 +1,918 +14%
FFG
54
Fiduciary Financial Group
California
$998K 14,827 +1,964 +15%
KFGG
55
Keystone Financial Group (Georgia)
Georgia
$979K 14,404 +991 +7%
MWA
56
Monograph Wealth Advisors
California
$978K 14,579 +1,975 +16%
ACM
57
Aspen Capital Management
Idaho
$893K 13,320 +1,341 +11%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$871K 12,982 -212 -2%
HFA
59
Highland Financial Advisors
New Jersey
$844K 12,587 +12,587 New
RWM
60
Ruedi Wealth Management
Illinois
$824K 12,282 -1,884 -13%
RWM
61
Riverbend Wealth Management
South Carolina
$812K 12,098 +737 +6%
FWP
62
Falcon Wealth Planning
California
$794K 11,837 +437 +4%
BTI
63
Blue Trust Inc
Georgia
$769K 11,469 +2,998 +35%
NRG
64
Nemes Rush Group
Michigan
$756K 11,274 +3,482 +45%
CSP
65
Cary Street Partners
Virginia
$741K 11,054 +3,607 +48%
PAM
66
Pacific Asset Management
Washington
$718K 10,709 +72 +0.7%
MSF
67
Mustard Seed Financial
Arkansas
$703K 10,486 +3,043 +41%
SPA
68
Shore Point Advisors
New Jersey
$672K 10,023 +2,652 +36%
TWP
69
Total Wealth Planning
Ohio
$658K 9,803 -1,184 -11%
BPA
70
Beacon Pointe Advisors
California
$640K 9,544 +374 +4%
AAM
71
Austin Asset Management
Texas
$632K 9,422 +189 +2%
EFP
72
Envision Financial Planning
Tennessee
$624K 9,302 +5,190 +126%
MWA
73
Mills Wealth Advisors
Texas
$614K 9,157 +1,818 +25%
WW
74
Waterfront Wealth
Kansas
$577K 8,597 +4,403 +105%
BAM
75
Belpointe Asset Management
Nevada
$544K 8,113 +154 +2%