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Dimensional World Equity ETF

147 hedge funds and large institutions have $384M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
24
Increased
92
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
51
Parkwoods Wealth Partners
New York
$1.19M +$320K +4,768 +37%
Betterment LLC
52
Betterment LLC
New York
$1.18M +$545K +8,123 +86%
FG
53
Foster Group
Iowa
$1.02M +$129K +1,918 +14%
FFG
54
Fiduciary Financial Group
California
$998K +$132K +1,964 +15%
KFGG
55
Keystone Financial Group (Georgia)
Georgia
$979K +$67.4K +991 +7%
MWA
56
Monograph Wealth Advisors
California
$978K +$132K +1,975 +16%
ACM
57
Aspen Capital Management
Idaho
$893K +$90K +1,341 +11%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$871K -$14.2K -212 -2%
HFA
59
Highland Financial Advisors
New Jersey
$844K +$844K +12,587 New
RWM
60
Ruedi Wealth Management
Illinois
$824K -$126K -1,884 -13%
RWM
61
Riverbend Wealth Management
South Carolina
$812K +$49.4K +737 +6%
FWP
62
Falcon Wealth Planning
California
$794K +$29.3K +437 +4%
BTI
63
Blue Trust Inc
Georgia
$769K +$201K +2,998 +35%
NRG
64
Nemes Rush Group
Michigan
$756K +$234K +3,482 +45%
CSP
65
Cary Street Partners
Virginia
$741K +$242K +3,607 +48%
PAM
66
Pacific Asset Management
Washington
$718K +$4.83K +72 +0.7%
MSF
67
Mustard Seed Financial
Arkansas
$703K +$204K +3,043 +41%
SPA
68
Shore Point Advisors
New Jersey
$672K +$178K +2,652 +36%
TWP
69
Total Wealth Planning
Ohio
$658K -$79.4K -1,184 -11%
BPA
70
Beacon Pointe Advisors
California
$640K +$25.1K +374 +4%
AAM
71
Austin Asset Management
Texas
$632K +$12.7K +189 +2%
EFP
72
Envision Financial Planning
Tennessee
$624K +$348K +5,190 +126%
MWA
73
Mills Wealth Advisors
Texas
$614K +$122K +1,818 +25%
WW
74
Waterfront Wealth
Kansas
$577K +$295K +4,403 +105%
BAM
75
Belpointe Asset Management
Nevada
$544K +$10.3K +154 +2%