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Dimensional World Equity ETF

148 hedge funds and large institutions have $385M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $304M → $385M (+$80.6M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 139148 (+9)

2.26% more ownership

Funds ownership: 48.58%50.83% (+2.3%)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.95%
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
93
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
51
Parkwoods Wealth Partners
New York
$1.19M +$298K +4,768 +37%
Betterment LLC
52
Betterment LLC
New York
$1.18M +$508K +8,123 +86%
FG
53
Foster Group
Iowa
$1.02M +$120K +1,918 +14%
FFG
54
Fiduciary Financial Group
California
$998K +$123K +1,964 +15%
KFGG
55
Keystone Financial Group (Georgia)
Georgia
$979K +$62K +991 +7%
MWA
56
Monograph Wealth Advisors
California
$978K +$124K +1,975 +16%
ACM
57
Aspen Capital Management
Idaho
$893K +$83.9K +1,341 +11%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$871K -$13.3K -212 -2%
HFA
59
Highland Financial Advisors
New Jersey
$844K +$788K +12,587 New
RWM
60
Ruedi Wealth Management
Illinois
$824K -$118K -1,884 -13%
RWM
61
Riverbend Wealth Management
South Carolina
$812K +$46.1K +737 +6%
FWP
62
Falcon Wealth Planning
California
$794K +$27.3K +437 +4%
BTI
63
Blue Trust Inc
Georgia
$769K +$188K +2,998 +35%
NRG
64
Nemes Rush Group
Michigan
$756K +$218K +3,482 +45%
CSP
65
Cary Street Partners
Virginia
$741K +$226K +3,607 +48%
PAM
66
Pacific Asset Management
Washington
$718K +$4.51K +72 +0.7%
MSF
67
Mustard Seed Financial
Arkansas
$703K +$190K +3,043 +41%
SPA
68
Shore Point Advisors
New Jersey
$672K +$166K +2,652 +36%
TWP
69
Total Wealth Planning
Ohio
$658K -$74.1K -1,184 -11%
BPA
70
Beacon Pointe Advisors
California
$640K +$23.4K +374 +4%
AAM
71
Austin Asset Management
Texas
$632K +$11.8K +189 +2%
EFP
72
Envision Financial Planning
Tennessee
$624K +$325K +5,190 +126%
MWA
73
Mills Wealth Advisors
Texas
$614K +$114K +1,818 +25%
WW
74
Waterfront Wealth
Kansas
$577K +$276K +4,403 +105%
BAM
75
Belpointe Asset Management
Nevada
$544K +$9.64K +154 +2%

DFAW Hedge Fund Activity: Q2 2025 in Review

148 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q2 2025, worth a combined $385M — up 27% from $304M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFAW positions and 12 closed out — a net gain of 12 holders — while 93 added to existing stakes and 25 trimmed.

The largest buyer was Triune Financial Partners, adding an estimated $8.06M. The largest seller was Strategic Investment Solutions, cutting an estimated $6.68M.

  • 148 institutional investors held Dimensional World Equity ETF (DFAW) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $385M of Dimensional World Equity ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 24 funds opened new Dimensional World Equity ETF positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest Dimensional World Equity ETF buyer in Q2 2025 was Triune Financial Partners, an estimated $8.06M added.
  • The largest Dimensional World Equity ETF seller in Q2 2025 was Strategic Investment Solutions, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2025.