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Dimensional World Equity ETF

145 hedge funds and large institutions have $384M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
1.95%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
23
Increased
92
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWA
76
EverSource Wealth Advisors
Alabama
$543K 8,099 -52 -0.6%
HFA
77
Hippocratic Financial Advisors
California
$540K 8,043 +564 +8%
BWMG
78
Bannerman Wealth Management Group
Texas
$536K 7,991 +7,991 New
JC
79
Jentner Corp
Ohio
$536K 7,987 +133 +2%
VP
80
Verum Partners
North Carolina
$477K 7,112 +7,112 New
SAI
81
Savvy Advisors Inc
New York
$466K 6,947 +2,288 +49%
PWM
82
PBMares Wealth Management
Virginia
$466K 6,941 +893 +15%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$464K 6,912 +1,220 +21%
RIP
84
RAM Investment Partners
Washington
$458K 6,824 -363 -5%
AC
85
Annandale Capital
Texas
$455K 6,785 +2,992 +79%
DF
86
DecisionPoint Financial
Arizona
$453K 6,732 +802 +14%
RFP
87
Root Financial Partners
California
$448K 6,686 -303 -4%
PFM
88
Phillips Financial Management
Indiana
$440K 6,555 -513 -7%
JWA
89
JFS Wealth Advisors
Pennsylvania
$438K 6,531 +1,006 +18%
FWM
90
FMB Wealth Management
California
$438K 6,531 +1,400 +27%
VWA
91
Visionary Wealth Advisors
Illinois
$435K 6,491 +2,899 +81%
SWP
92
Stratos Wealth Partners
Ohio
$431K 6,417 +6,417 New
BAWC
93
Boyce & Associates Wealth Consulting
Texas
$414K 6,173 +982 +19%
MWM
94
Modera Wealth Management
New Jersey
$354K 5,279 +5,279 New
Creative Planning
95
Creative Planning
Kansas
$346K 5,162 +5,162 New
TFG
96
Tilson Financial Group
New Jersey
$330K 4,923 +317 +7%
ASN
97
Advisory Services Network
Georgia
$327K 4,806 +4,806 New
BAM
98
BOS Asset Management
Illinois
$326K 4,865 +562 +13%
GAM
99
GEM Asset Management
Michigan
$323K 4,792 +960 +25%
AFA
100
Alpha Financial Advisors
North Carolina
$322K 4,799 -930 -16%