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Dimensional World Equity ETF

86 hedge funds and large institutions have $201M invested in Dimensional World Equity ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.24%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
52
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
51
Austin Asset Management
Texas
$278K +$2.09K +33 +0.8%
VPWA
52
Vestia Personal Wealth Advisors
Indiana
$275K +$275K +4,336 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$274K -$76.7K -1,207 -22%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$272K -$24.9K -393 -8%
SIAG
55
Safeguard Investment Advisory Group
California
$271K +$3.62K +57 +1%
RIP
56
RAM Investment Partners
Washington
$264K +$18.7K +295 +8%
TFG
57
Tilson Financial Group
New Jersey
$262K +$49.2K +775 +23%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$262K +$262K +4,124 New
BAM
59
BOS Asset Management
Illinois
$255K +$40K +630 +19%
BAWC
60
Boyce & Associates Wealth Consulting
Texas
$250K +$63 +1 +0%
SPA
61
Shore Point Advisors
New Jersey
$248K +$248K +3,902 New
PWM
62
PBMares Wealth Management
Virginia
$232K +$232K +3,657 New
PWIA
63
Porter White Investment Advisors
Alabama
$231K +$825 +13 +0.4%
GA
64
Greenspring Advisors
Maryland
$230K
MSF
65
Mustard Seed Financial
Arkansas
$229K -$5.33K -84 -2%
SAF
66
Smith Anglin Financial
Texas
$228K
LG
67
LAM Group
Oregon
$225K +$91.1K +1,436 +68%
EFP
68
Envision Financial Planning
Tennessee
$215K +$215K +3,394 New
PFM
69
Phillips Financial Management
Indiana
$208K -$20.7K -327 -9%
SFS
70
Summit Financial Strategies
Ohio
$204K +$204K +3,208 New
CMBA
71
C.M. Bidwell & Associates
Hawaii
$168K
MG
72
Mather Group
Illinois
$138K +$6.6K +104 +5%
FFA
73
Farther Finance Advisors
California
$85.5K +$18.8K +297 +28%
CWP
74
Concord Wealth Partners
Virginia
$72.7K +$254 +4 +0.4%
Morgan Stanley
75
Morgan Stanley
New York
$53.2K -$1.71K -27 -3%