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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
Holders Change %
% of All Funds
Holding in Top 10
10
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
RIP
76
RAM Investment Partners
Washington
$440K
PFM
77
Phillips Financial Management
Indiana
$433K
RFP
78
Root Financial Partners
California
$428K
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$406K
PWM
80
PBMares Wealth Management
Virginia
$371K
CCC
81
Compass Capital Corp
Massachusetts
$366K
DF
82
DecisionPoint Financial
Arizona
$363K
AFA
83
Alpha Financial Advisors
North Carolina
$351K
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$349K
JWA
85
JFS Wealth Advisors
Pennsylvania
$339K
BAWC
86
Boyce & Associates Wealth Consulting
Texas
$318K
MA
87
Mutual Advisors
Nebraska
$315K
FWM
88
FMB Wealth Management
California
$314K
Corient Private Wealth
89
Corient Private Wealth
Florida
$314K
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$288K
SAI
91
Savvy Advisors Inc
New York
$286K
TFG
92
Tilson Financial Group
New Jersey
$282K
Mariner
93
Mariner
Kansas
$275K
BAM
94
BOS Asset Management
Illinois
$264K
BOC
95
Blue Oak Capital
California
$261K
AP
96
Adero Partners
California
$260K
WW
97
Waterfront Wealth
Kansas
$257K
IAG
98
Investment Advisory Group
Massachusetts
$254K
EFP
99
Envision Financial Planning
Tennessee
$252K
SIAG
100
Safeguard Investment Advisory Group
California
$250K