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Dimensional World Equity ETF

139 hedge funds and large institutions have $304M invested in Dimensional World Equity ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
PWP
51
Parkwoods Wealth Partners
New York
$796K
MWA
52
Monograph Wealth Advisors
California
$772K
FFG
53
Fiduciary Financial Group
California
$734K
ACM
54
Aspen Capital Management
Idaho
$734K
VPWA
55
Vestia Personal Wealth Advisors
Indiana
$724K
FWP
56
Falcon Wealth Planning
California
$699K
RWM
57
Riverbend Wealth Management
South Carolina
$696K
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$688K
TWP
59
Total Wealth Planning
Ohio
$673K
CPIG
60
Chicago Partners Investment Group
Illinois
$661K
PAM
61
Pacific Asset Management
Washington
$652K
Betterment LLC
62
Betterment LLC
New York
$578K
AAM
63
Austin Asset Management
Texas
$566K
BPA
64
Beacon Pointe Advisors
California
$562K
BTI
65
Blue Trust Inc
Georgia
$519K
EWA
66
EverSource Wealth Advisors
Alabama
$500K
BAM
67
Belpointe Asset Management
Nevada
$488K
JC
68
Jentner Corp
Ohio
$481K
NRG
69
Nemes Rush Group
Michigan
$477K
RCI
70
RS Crum Inc
California
$477K
HFA
71
Hippocratic Financial Advisors
California
$458K
CSP
72
Cary Street Partners
Virginia
$456K
MSF
73
Mustard Seed Financial
Arkansas
$456K
SPA
74
Shore Point Advisors
New Jersey
$452K
MWA
75
Mills Wealth Advisors
Texas
$450K