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Dimensional World Equity ETF

125 hedge funds and large institutions have $272M invested in Dimensional World Equity ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
125
Holders Change
+39
Holders Change %
+45.35%
% of All Funds
1.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
42
Increased
57
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$312K +$54.2K +868 +21%
PWP
77
Parkwoods Wealth Partners
New York
$311K +$311K +4,976 New
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$304K -$27.4K -438 -8%
RIP
79
RAM Investment Partners
Washington
$300K +$39.8K +637 +15%
BAWC
80
Boyce & Associates Wealth Consulting
Texas
$298K +$52.3K +838 +21%
FWM
81
FMB Wealth Management
California
$285K +$285K +4,557 New
BAM
82
BOS Asset Management
Illinois
$285K +$33.8K +541 +13%
MWA
83
Monograph Wealth Advisors
California
$269K +$269K +4,307 New
NRG
84
Nemes Rush Group
Michigan
$268K +$268K +4,287 New
PWM
85
PBMares Wealth Management
Virginia
$253K +$24.4K +390 +11%
GA
86
Greenspring Advisors
Maryland
$252K +$25.3K +405 +11%
MWA
87
Mills Wealth Advisors
Texas
$242K +$242K +3,869 New
FWM
88
Fonville Wealth Management
Virginia
$236K +$236K +3,784 New
MA
89
Mutual Advisors
Nebraska
$235K +$235K +3,712 New
SAF
90
Smith Anglin Financial
Texas
$226K +$1.06K +17 +0.5%
LG
91
LAM Group
Oregon
$225K +$4.19K +67 +2%
AP
92
Adero Partners
California
$224K +$224K +3,580 New
EFP
93
Envision Financial Planning
Tennessee
$219K +$7.25K +116 +3%
TFG
94
Tilson Financial Group
New Jersey
$218K -$40.2K -643 -16%
SIAG
95
Safeguard Investment Advisory Group
California
$209K -$57.3K -917 -22%
SC
96
Savant Capital
Illinois
$207K +$207K +3,320 New
AC
97
Annandale Capital
Texas
$207K +$207K +3,307 New
PWIA
98
Porter White Investment Advisors
Alabama
$207K -$20.3K -325 -9%
RCAG
99
Rehmann Capital Advisory Group
Michigan
$205K -$62.5K -1,000 -23%
PFA
100
Pillar Financial Advisors
Kentucky
$203K +$203K +3,242 New