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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
+14
Holders Change %
+11.2%
% of All Funds
1.89%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
20
Increased
79
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
51
Parkwoods Wealth Partners
New York
$796K +$491K +8,015 +161%
MWA
52
Monograph Wealth Advisors
California
$772K +$508K +8,297 +193%
FFG
53
Fiduciary Financial Group
California
$734K -$348K -6,091 -32%
ACM
54
Aspen Capital Management
Idaho
$734K +$734K +11,979 New
VPWA
55
Vestia Personal Wealth Advisors
Indiana
$724K +$226K +3,681 +45%
FWP
56
Falcon Wealth Planning
California
$699K -$5.03K -82 -0.7%
RWM
57
Riverbend Wealth Management
South Carolina
$696K +$109K +1,777 +19%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$688K +$688K +11,235 New
TWP
59
Total Wealth Planning
Ohio
$673K +$110K +1,796 +20%
CPIG
60
Chicago Partners Investment Group
Illinois
$661K -$114K -1,845 -15%
PAM
61
Pacific Asset Management
Washington
$652K +$328K +5,354 +101%
Betterment LLC
62
Betterment LLC
New York
$578K +$64.8K +1,056 +13%
AAM
63
Austin Asset Management
Texas
$566K +$3.06K +50 +0.5%
BPA
64
Beacon Pointe Advisors
California
$562K +$90.5K +1,476 +19%
BTI
65
Blue Trust Inc
Georgia
$519K -$46.9K -765 -8%
EWA
66
EverSource Wealth Advisors
Alabama
$500K +$45.3K +739 +10%
BAM
67
Belpointe Asset Management
Nevada
$488K
JC
68
Jentner Corp
Ohio
$481K
NRG
69
Nemes Rush Group
Michigan
$477K +$215K +3,505 +82%
RCI
70
RS Crum Inc
California
$477K -$59K -963 -11%
HFA
71
Hippocratic Financial Advisors
California
$458K +$2.88K +47 +0.6%
CSP
72
Cary Street Partners
Virginia
$456K +$456K +7,447 New
MSF
73
Mustard Seed Financial
Arkansas
$456K +$136K +2,225 +43%
SPA
74
Shore Point Advisors
New Jersey
$452K +$73.1K +1,193 +19%
MWA
75
Mills Wealth Advisors
Texas
$450K +$213K +3,470 +90%