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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
Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
1.89%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
20
Increased
79
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIP
76
RAM Investment Partners
Washington
$440K +$146K +2,383 +50%
PFM
77
Phillips Financial Management
Indiana
$433K +$5.76K +94 +1%
RFP
78
Root Financial Partners
California
$428K
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$406K +$406K +6,618 New
PWM
80
PBMares Wealth Management
Virginia
$371K +$123K +2,001 +49%
CCC
81
Compass Capital Corp
Massachusetts
$366K
DF
82
DecisionPoint Financial
Arizona
$363K +$27K +441 +8%
AFA
83
Alpha Financial Advisors
North Carolina
$351K +$24.4K +398 +7%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$349K +$50.1K +817 +17%
JWA
85
JFS Wealth Advisors
Pennsylvania
$339K
BAWC
86
Boyce & Associates Wealth Consulting
Texas
$318K +$25.6K +418 +9%
MA
87
Mutual Advisors
Nebraska
$315K +$90.6K +1,500 +40%
FWM
88
FMB Wealth Management
California
$314K +$35.2K +574 +13%
Corient Private Wealth
89
Corient Private Wealth
Florida
$314K +$314K +5,131 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$288K -$17.8K -291 -6%
SAI
91
Savvy Advisors Inc
New York
$286K +$286K +4,659 New
TFG
92
Tilson Financial Group
New Jersey
$282K +$68.7K +1,122 +32%
Mariner
93
Mariner
Kansas
$275K +$275K +4,495 New
BAM
94
BOS Asset Management
Illinois
$264K -$15.6K -254 -6%
BOC
95
Blue Oak Capital
California
$261K +$261K +4,267 New
AP
96
Adero Partners
California
$260K +$40.2K +656 +18%
WW
97
Waterfront Wealth
Kansas
$257K +$257K +4,194 New
IAG
98
Investment Advisory Group
Massachusetts
$254K -$58.9K -962 -19%
EFP
99
Envision Financial Planning
Tennessee
$252K +$36.9K +602 +17%
SIAG
100
Safeguard Investment Advisory Group
California
$250K +$45K +735 +22%