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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

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $385M → $449M (+$64.6M)

11% more funds holding

Funds holding: 148164 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.44% less ownership

Funds ownership: 50.83%50.39% (-0.44%)

Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
2.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
21
Increased
103
Reduced
28
Closed
2
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 +$133K +1,910 +11%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.33M -$34.9K -501 -3%
CPA
54
Cardiff Park Advisors
California
$1.33M +$4.31K +62 +0.3%
Betterment LLC
55
Betterment LLC
New York
$1.29M +$32.8K +471 +3%
Raymond James Financial
56
Raymond James Financial
Florida
$1.29M -$439K -6,314 -26%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.25M +$307K +4,419 +34%
ACM
58
Aspen Capital Management
Idaho
$1.16M +$197K +2,832 +21%
FG
59
Foster Group
Iowa
$1.1M +$4.45K +64 +0.4%
MWA
60
Monograph Wealth Advisors
California
$1.09M +$39.2K +563 +4%
PAM
61
Pacific Asset Management
Washington
$1.05M +$275K +3,957 +37%
SWP
62
Stratos Wealth Partners
Ohio
$994K +$516K +7,419 +116%
CSP
63
Cary Street Partners
Virginia
$979K +$179K +2,572 +23%
HFA
64
Highland Financial Advisors
New Jersey
$905K
RWM
65
Riverbend Wealth Management
South Carolina
$892K +$22K +316 +3%
SPA
66
Shore Point Advisors
New Jersey
$856K +$131K +1,886 +19%
NRG
67
Nemes Rush Group
Michigan
$853K +$41.1K +591 +5%
FWP
68
Falcon Wealth Planning
California
$847K -$3.48K -50 -0.4%
RWM
69
Ruedi Wealth Management
Illinois
$842K -$39.6K -569 -5%
BTI
70
Blue Trust Inc
Georgia
$828K +$3.62K +52 +0.5%
MWA
71
Mills Wealth Advisors
Texas
$773K +$112K +1,603 +18%
FWM
72
FMB Wealth Management
California
$754K +$275K +3,958 +61%
MSF
73
Mustard Seed Financial
Arkansas
$729K -$23.7K -340 -3%
BWMG
74
Bannerman Wealth Management Group
Texas
$695K +$117K +1,681 +21%
EFP
75
Envision Financial Planning
Tennessee
$693K +$23.9K +344 +4%