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Dimensional World Equity ETF

125 hedge funds and large institutions have $272M invested in Dimensional World Equity ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+39
Holders Change %
+45.35%
% of All Funds
1.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
42
Increased
57
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCI
51
RS Crum Inc
California
$547K -$26K -417 -5%
TFP
52
Triune Financial Partners
Kansas
$539K +$539K +8,624 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$533K +$136K +2,171 +34%
Betterment LLC
54
Betterment LLC
New York
$523K +$14.2K +228 +3%
BFG
55
Berger Financial Group
Minnesota
$514K +$514K +8,237 New
VPWA
56
Vestia Personal Wealth Advisors
Indiana
$508K +$237K +3,799 +88%
BAM
57
Belpointe Asset Management
Nevada
$497K
JC
58
Jentner Corp
Ohio
$491K +$491K +7,854 New
SCA
59
Strathmore Capital Advisors
North Carolina
$486K +$486K +7,784 New
BPA
60
Beacon Pointe Advisors
California
$481K +$132K +2,117 +38%
HFA
61
Hippocratic Financial Advisors
California
$464K +$464K +7,432 New
EWA
62
EverSource Wealth Advisors
Alabama
$463K +$463K +7,412 New
RFP
63
Root Financial Partners
California
$437K
PFM
64
Phillips Financial Management
Indiana
$436K +$231K +3,695 +113%
CCC
65
Compass Capital Corp
Massachusetts
$402K +$402K +6,433 New
TC
66
TownSquare Capital
Utah
$397K +$397K +6,350 New
SPA
67
Shore Point Advisors
New Jersey
$386K +$142K +2,276 +58%
PL
68
Plancorp LLC
Missouri
$382K +$382K +6,111 New
JWA
69
JFS Wealth Advisors
Pennsylvania
$345K
DF
70
DecisionPoint Financial
Arizona
$343K +$23.9K +383 +8%
AFA
71
Alpha Financial Advisors
North Carolina
$333K +$18.4K +294 +6%
PAM
72
Pacific Asset Management
Washington
$330K +$330K +5,283 New
MSF
73
Mustard Seed Financial
Arkansas
$326K +$101K +1,617 +45%
IAG
74
Investment Advisory Group
Massachusetts
$319K +$4.87K +78 +2%
ASN
75
Advisory Services Network
Georgia
$316K +$316K +5,066 New