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Dimensional World Equity ETF

189 hedge funds and large institutions have $571M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 20

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $449M → $571M (+$122M)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

15% more funds holding

Funds holding: 164189 (+25)

7.16% more ownership

Funds ownership: 50.39%57.56% (+7.2%)

Holders
189
Holders Change
+25
Holders Change %
+15.24%
% of All Funds
2.3%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
38
Increased
116
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
51
Parkwoods Wealth Partners
New York
$1.84M +$263K +3,612 +17%
BPA
52
Beacon Pointe Advisors
California
$1.79M +$248K +3,406 +16%
KFAS
53
Keating Financial Advisory Services
Kansas
$1.78M +$1.76M +24,123 New
MWA
54
Monograph Wealth Advisors
California
$1.77M +$643K +8,830 +58%
Raymond James Financial
55
Raymond James Financial
Florida
$1.73M +$399K +5,489 +31%
ACM
56
Aspen Capital Management
Idaho
$1.72M +$518K +7,125 +44%
FFG
57
Fiduciary Financial Group
California
$1.71M +$179K +2,454 +12%
KNW
58
Kesler Norman & Wride
Utah
$1.7M +$1.67M +23,007 New
MFWP
59
Mosaic Family Wealth Partners
Missouri
$1.61M +$37.5K +516 +2%
CPW
60
Cogent Private Wealth
Florida
$1.61M +$1.58M +21,730 New
CPIG
61
Chicago Partners Investment Group
Illinois
$1.5M +$30.8K +423 +2%
SWM
62
Sterling Wealth Management
Illinois
$1.46M -$94.1K -1,293 -6%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$1.38M +$91.1K +1,252 +7%
CPA
64
Cardiff Park Advisors
California
$1.37M +$5.17K +71 +0.4%
Betterment LLC
65
Betterment LLC
New York
$1.32M -$14.3K -196 -1%
PAM
66
Pacific Asset Management
Washington
$1.3M +$216K +2,967 +20%
Jane Street
67
Jane Street
New York
$1.24M +$548K +7,529 +82%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.22M +$826K +11,346 +220%
SPA
69
Shore Point Advisors
New Jersey
$1.18M +$299K +4,107 +34%
FIA
70
Foundations Investment Advisors
Arizona
$1.17M +$1.15M +15,827 New
FG
71
Foster Group
Iowa
$1.16M +$27.7K +381 +2%
CSP
72
Cary Street Partners
Virginia
$1.12M +$106K +1,454 +11%
MSF
73
Mustard Seed Financial
Arkansas
$1.07M +$319K +4,377 +43%
RWM
74
Riverbend Wealth Management
South Carolina
$1.07M +$152K +2,086 +17%
IWM
75
IHT Wealth Management
Illinois
$1.06M +$1.04M +14,300 New