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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

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

216% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 25

12% more capital invested

Capital invested by funds: $272M → $304M (+$32.3M)

11% more funds holding

Funds holding: 125139 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.62% less ownership

Funds ownership: 49.2%48.58% (-0.62%)

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
1.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
20
Increased
79
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
51
Parkwoods Wealth Partners
New York
$796K +$507K +8,015 +161%
MWA
52
Monograph Wealth Advisors
California
$772K +$525K +8,297 +193%
FFG
53
Fiduciary Financial Group
California
$734K -$386K -6,091 -32%
ACM
54
Aspen Capital Management
Idaho
$734K +$758K +11,979 New
VPWA
55
Vestia Personal Wealth Advisors
Indiana
$724K +$233K +3,681 +45%
FWP
56
Falcon Wealth Planning
California
$699K -$5.19K -82 -0.7%
RWM
57
Riverbend Wealth Management
South Carolina
$696K +$113K +1,777 +19%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$688K +$711K +11,235 New
TWP
59
Total Wealth Planning
Ohio
$673K +$114K +1,796 +20%
CPIG
60
Chicago Partners Investment Group
Illinois
$661K -$117K -1,845 -15%
PAM
61
Pacific Asset Management
Washington
$652K +$339K +5,354 +101%
Betterment LLC
62
Betterment LLC
New York
$578K +$66.9K +1,056 +13%
AAM
63
Austin Asset Management
Texas
$566K +$3.17K +50 +0.5%
BPA
64
Beacon Pointe Advisors
California
$562K +$93.4K +1,476 +19%
BTI
65
Blue Trust Inc
Georgia
$519K -$48.4K -765 -8%
EWA
66
EverSource Wealth Advisors
Alabama
$500K +$46.8K +739 +10%
BAM
67
Belpointe Asset Management
Nevada
$488K
JC
68
Jentner Corp
Ohio
$481K
NRG
69
Nemes Rush Group
Michigan
$477K +$222K +3,505 +82%
RCI
70
RS Crum Inc
California
$477K -$61K -963 -11%
HFA
71
Hippocratic Financial Advisors
California
$458K +$2.98K +47 +0.6%
CSP
72
Cary Street Partners
Virginia
$456K +$471K +7,447 New
MSF
73
Mustard Seed Financial
Arkansas
$456K +$141K +2,225 +43%
SPA
74
Shore Point Advisors
New Jersey
$452K +$75.5K +1,193 +19%
MWA
75
Mills Wealth Advisors
Texas
$450K +$220K +3,470 +90%

DFAW Hedge Fund Activity: Q1 2025 in Review

139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q1 2025, worth a combined $304M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFAW positions and 4 closed out — a net gain of 16 holders — while 79 added to existing stakes and 25 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $7.2M. The largest seller was JP Wealth Management, exiting entirely with an estimated $13M sold.

  • 139 institutional investors held Dimensional World Equity ETF (DFAW) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $304M of Dimensional World Equity ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 20 funds opened new Dimensional World Equity ETF positions in Q1 2025 and 4 closed out, a net change of +16 holders.
  • The largest Dimensional World Equity ETF buyer in Q1 2025 was Strategic Investment Solutions, an estimated $7.2M added.
  • The largest Dimensional World Equity ETF seller in Q1 2025 was JP Wealth Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.