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Dimensional World Equity ETF

200 hedge funds and large institutions have $634M invested in Dimensional World Equity ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
AIA
51
AssuredPartners Investment Advisors
Florida
$2.39M
RIAS
52
Rachor Investment Advisory Services
Michigan
$2.34M
BWA
53
Babb Wealth Advisors
Arizona
$2.12M
VPWA
54
Vestia Personal Wealth Advisors
Indiana
$2.08M
GAM
55
Gotham Asset Management
New York
$2.07M
MWA
56
Monograph Wealth Advisors
California
$1.96M
CPIG
57
Chicago Partners Investment Group
Illinois
$1.95M
Raymond James Financial
58
Raymond James Financial
Florida
$1.95M
SSC
59
Syverson Strege & Co
Iowa
$1.93M
ACM
60
Aspen Capital Management
Idaho
$1.92M
BPA
61
Beacon Pointe Advisors
California
$1.9M
CPA
62
Cardiff Park Advisors
California
$1.87M
SWM
63
Sterling Wealth Management
Illinois
$1.83M
FIA
64
Foundations Investment Advisors
Arizona
$1.77M
MFWP
65
Mosaic Family Wealth Partners
Missouri
$1.77M
KNW
66
Kesler Norman & Wride
Utah
$1.76M
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.67M
EFP
68
Envision Financial Planning
Tennessee
$1.65M
FFG
69
Fiduciary Financial Group
California
$1.6M
IWM
70
IHT Wealth Management
Illinois
$1.56M
FG
71
Foster Group
Iowa
$1.55M
CPW
72
Cogent Private Wealth
Florida
$1.52M
PAM
73
Pacific Asset Management
Washington
$1.45M
Betterment LLC
74
Betterment LLC
New York
$1.37M
JWA
75
JFS Wealth Advisors
Pennsylvania
$1.27M