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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
BPA
51
Beacon Pointe Advisors
California
$1.79M
KFAS
52
Keating Financial Advisory Services
Kansas
$1.78M
MWA
53
Monograph Wealth Advisors
California
$1.77M
Raymond James Financial
54
Raymond James Financial
Florida
$1.73M
ACM
55
Aspen Capital Management
Idaho
$1.72M
FFG
56
Fiduciary Financial Group
California
$1.71M
KNW
57
Kesler Norman & Wride
Utah
$1.7M
MFWP
58
Mosaic Family Wealth Partners
Missouri
$1.61M
CPW
59
Cogent Private Wealth
Florida
$1.61M
CPIG
60
Chicago Partners Investment Group
Illinois
$1.5M
SWM
61
Sterling Wealth Management
Illinois
$1.46M
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$1.38M
CPA
63
Cardiff Park Advisors
California
$1.37M
Betterment LLC
64
Betterment LLC
New York
$1.32M
PAM
65
Pacific Asset Management
Washington
$1.3M
Jane Street
66
Jane Street
New York
$1.24M
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$1.22M
SPA
68
Shore Point Advisors
New Jersey
$1.18M
FIA
69
Foundations Investment Advisors
Arizona
$1.17M
FG
70
Foster Group
Iowa
$1.16M
CSP
71
Cary Street Partners
Virginia
$1.12M
MSF
72
Mustard Seed Financial
Arkansas
$1.07M
RWM
73
Riverbend Wealth Management
South Carolina
$1.07M
IWM
74
IHT Wealth Management
Illinois
$1.06M
MWA
75
Mills Wealth Advisors
Texas
$1.03M