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Dimensional World Equity ETF

164 hedge funds and large institutions have $449M invested in Dimensional World Equity ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
AQR Capital Management
51
AQR Capital Management
Connecticut
$1.45M
CPIG
52
Chicago Partners Investment Group
Illinois
$1.41M
HighTower Advisors
53
HighTower Advisors
Illinois
$1.33M
CPA
54
Cardiff Park Advisors
California
$1.33M
Betterment LLC
55
Betterment LLC
New York
$1.29M
Raymond James Financial
56
Raymond James Financial
Florida
$1.29M
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.25M
ACM
58
Aspen Capital Management
Idaho
$1.16M
FG
59
Foster Group
Iowa
$1.1M
MWA
60
Monograph Wealth Advisors
California
$1.09M
PAM
61
Pacific Asset Management
Washington
$1.05M
SWP
62
Stratos Wealth Partners
Ohio
$994K
CSP
63
Cary Street Partners
Virginia
$979K
HFA
64
Highland Financial Advisors
New Jersey
$905K
RWM
65
Riverbend Wealth Management
South Carolina
$892K
SPA
66
Shore Point Advisors
New Jersey
$856K
NRG
67
Nemes Rush Group
Michigan
$853K
FWP
68
Falcon Wealth Planning
California
$847K
RWM
69
Ruedi Wealth Management
Illinois
$842K
BTI
70
Blue Trust Inc
Georgia
$828K
MWA
71
Mills Wealth Advisors
Texas
$773K
FWM
72
FMB Wealth Management
California
$754K
MSF
73
Mustard Seed Financial
Arkansas
$729K
BWMG
74
Bannerman Wealth Management Group
Texas
$695K
EFP
75
Envision Financial Planning
Tennessee
$693K