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Dimensional World Equity ETF

188 hedge funds and large institutions have $571M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
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
PWP
51
Parkwoods Wealth Partners
New York
$1.84M
BPA
52
Beacon Pointe Advisors
California
$1.79M
KFAS
53
Keating Financial Advisory Services
Kansas
$1.78M
MWA
54
Monograph Wealth Advisors
California
$1.77M
Raymond James Financial
55
Raymond James Financial
Florida
$1.73M
ACM
56
Aspen Capital Management
Idaho
$1.72M
FFG
57
Fiduciary Financial Group
California
$1.71M
KNW
58
Kesler Norman & Wride
Utah
$1.7M
MFWP
59
Mosaic Family Wealth Partners
Missouri
$1.61M
CPW
60
Cogent Private Wealth
Florida
$1.61M
CPIG
61
Chicago Partners Investment Group
Illinois
$1.5M
SWM
62
Sterling Wealth Management
Illinois
$1.46M
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$1.38M
CPA
64
Cardiff Park Advisors
California
$1.37M
Betterment LLC
65
Betterment LLC
New York
$1.32M
PAM
66
Pacific Asset Management
Washington
$1.3M
Jane Street
67
Jane Street
New York
$1.24M
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.22M
SPA
69
Shore Point Advisors
New Jersey
$1.18M
FIA
70
Foundations Investment Advisors
Arizona
$1.17M
FG
71
Foster Group
Iowa
$1.16M
CSP
72
Cary Street Partners
Virginia
$1.12M
MSF
73
Mustard Seed Financial
Arkansas
$1.07M
RWM
74
Riverbend Wealth Management
South Carolina
$1.07M
IWM
75
IHT Wealth Management
Illinois
$1.06M