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Dimensional World Equity ETF

161 hedge funds and large institutions have $430M invested in Dimensional World Equity ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
Jane Street
76
Jane Street
New York
$661K
WW
77
Waterfront Wealth
Kansas
$661K
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$659K
VWA
79
Visionary Wealth Advisors
Illinois
$633K
BW
80
BIP Wealth
Georgia
$610K
EWA
81
EverSource Wealth Advisors
Alabama
$587K
BAM
82
Belpointe Asset Management
Nevada
$583K
OIA
83
OneDigital Investment Advisors
Kansas
$565K
JWA
84
JFS Wealth Advisors
Pennsylvania
$557K
PWM
85
PBMares Wealth Management
Virginia
$553K
RCI
86
RS Crum Inc
California
$552K
TWP
87
Total Wealth Planning
Ohio
$536K
LFGO
88
Legacy Financial Group (Oklahoma)
Oklahoma
$522K
RIP
89
RAM Investment Partners
Washington
$515K
VP
90
Verum Partners
North Carolina
$511K
BAWC
91
Boyce & Associates Wealth Consulting
Texas
$497K
DF
92
DecisionPoint Financial
Arizona
$483K
SC
93
Savant Capital
Illinois
$476K
HFA
94
Hippocratic Financial Advisors
California
$474K
RFP
95
Root Financial Partners
California
$450K
Creative Planning
96
Creative Planning
Kansas
$403K
TFG
97
Tilson Financial Group
New Jersey
$386K
MWM
98
Modera Wealth Management
New Jersey
$380K
BAM
99
BOS Asset Management
Illinois
$380K
Corient Private Wealth
100
Corient Private Wealth
Florida
$378K