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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
Holders
148
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
PWP
51
Parkwoods Wealth Partners
New York
$1.19M
Betterment LLC
52
Betterment LLC
New York
$1.18M
FG
53
Foster Group
Iowa
$1.02M
FFG
54
Fiduciary Financial Group
California
$998K
KFGG
55
Keystone Financial Group (Georgia)
Georgia
$979K
MWA
56
Monograph Wealth Advisors
California
$978K
ACM
57
Aspen Capital Management
Idaho
$893K
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$871K
HFA
59
Highland Financial Advisors
New Jersey
$844K
RWM
60
Ruedi Wealth Management
Illinois
$824K
RWM
61
Riverbend Wealth Management
South Carolina
$812K
FWP
62
Falcon Wealth Planning
California
$794K
BTI
63
Blue Trust Inc
Georgia
$769K
NRG
64
Nemes Rush Group
Michigan
$756K
CSP
65
Cary Street Partners
Virginia
$741K
PAM
66
Pacific Asset Management
Washington
$718K
MSF
67
Mustard Seed Financial
Arkansas
$703K
SPA
68
Shore Point Advisors
New Jersey
$672K
TWP
69
Total Wealth Planning
Ohio
$658K
BPA
70
Beacon Pointe Advisors
California
$640K
AAM
71
Austin Asset Management
Texas
$632K
EFP
72
Envision Financial Planning
Tennessee
$624K
MWA
73
Mills Wealth Advisors
Texas
$614K
WW
74
Waterfront Wealth
Kansas
$577K
BAM
75
Belpointe Asset Management
Nevada
$544K