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Dimensional World Equity ETF

139 hedge funds and large institutions have $304M invested in Dimensional World Equity ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

216% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 25

12% more capital invested

Capital invested by funds: $272M → $304M (+$32.3M)

11% more funds holding

Funds holding: 125139 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.62% less ownership

Funds ownership: 49.2%48.58% (-0.62%)

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
1.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
20
Increased
79
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIP
76
RAM Investment Partners
Washington
$440K +$151K +2,383 +50%
PFM
77
Phillips Financial Management
Indiana
$433K +$5.95K +94 +1%
RFP
78
Root Financial Partners
California
$428K
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$406K +$419K +6,618 New
PWM
80
PBMares Wealth Management
Virginia
$371K +$127K +2,001 +49%
CCC
81
Compass Capital Corp
Massachusetts
$366K
DF
82
DecisionPoint Financial
Arizona
$363K +$27.9K +441 +8%
AFA
83
Alpha Financial Advisors
North Carolina
$351K +$25.2K +398 +7%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$349K +$51.7K +817 +17%
JWA
85
JFS Wealth Advisors
Pennsylvania
$339K
BAWC
86
Boyce & Associates Wealth Consulting
Texas
$318K +$26.5K +418 +9%
MA
87
Mutual Advisors
Nebraska
$315K +$95K +1,500 +40%
FWM
88
FMB Wealth Management
California
$314K +$36.3K +574 +13%
Corient Private Wealth
89
Corient Private Wealth
Florida
$314K +$325K +5,131 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$288K -$18.4K -291 -6%
SAI
91
Savvy Advisors Inc
New York
$286K +$295K +4,659 New
TFG
92
Tilson Financial Group
New Jersey
$282K +$71K +1,122 +32%
Mariner
93
Mariner
Kansas
$275K +$285K +4,495 New
BAM
94
BOS Asset Management
Illinois
$264K -$16.1K -254 -6%
BOC
95
Blue Oak Capital
California
$261K +$270K +4,267 New
AP
96
Adero Partners
California
$260K +$41.5K +656 +18%
WW
97
Waterfront Wealth
Kansas
$257K +$266K +4,194 New
IAG
98
Investment Advisory Group
Massachusetts
$254K -$60.9K -962 -19%
EFP
99
Envision Financial Planning
Tennessee
$252K +$38.1K +602 +17%
SIAG
100
Safeguard Investment Advisory Group
California
$250K +$46.5K +735 +22%

DFAW Hedge Fund Activity: Q1 2025 in Review

139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q1 2025, worth a combined $304M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFAW positions and 4 closed out — a net gain of 16 holders — while 79 added to existing stakes and 25 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $7.2M. The largest seller was JP Wealth Management, exiting entirely with an estimated $13M sold.

  • 139 institutional investors held Dimensional World Equity ETF (DFAW) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $304M of Dimensional World Equity ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 20 funds opened new Dimensional World Equity ETF positions in Q1 2025 and 4 closed out, a net change of +16 holders.
  • The largest Dimensional World Equity ETF buyer in Q1 2025 was Strategic Investment Solutions, an estimated $7.2M added.
  • The largest Dimensional World Equity ETF seller in Q1 2025 was JP Wealth Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.