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Dimensional World Equity ETF

148 hedge funds and large institutions have $385M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $304M → $385M (+$80.6M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 139148 (+9)

2.26% more ownership

Funds ownership: 48.58%50.83% (+2.3%)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% 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
24
Increased
93
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EverSource Wealth Advisors
Alabama
$543K -$3.25K -52 -0.6%
HFA
77
Hippocratic Financial Advisors
California
$540K +$35.3K +564 +8%
BWMG
78
Bannerman Wealth Management Group
Texas
$536K +$500K +7,991 New
JC
79
Jentner Corp
Ohio
$536K +$8.32K +133 +2%
RCI
80
RS Crum Inc
California
$528K +$5.32K +85 +1%
VP
81
Verum Partners
North Carolina
$477K +$445K +7,112 New
SAI
82
Savvy Advisors Inc
New York
$466K +$143K +2,288 +49%
PWM
83
PBMares Wealth Management
Virginia
$466K +$55.9K +893 +15%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$464K +$76.4K +1,220 +21%
RIP
85
RAM Investment Partners
Washington
$458K -$22.7K -363 -5%
AC
86
Annandale Capital
Texas
$455K +$187K +2,992 +79%
DF
87
DecisionPoint Financial
Arizona
$453K +$50.2K +802 +14%
RFP
88
Root Financial Partners
California
$448K -$19K -303 -4%
PFM
89
Phillips Financial Management
Indiana
$440K -$32.1K -513 -7%
JWA
90
JFS Wealth Advisors
Pennsylvania
$438K +$63K +1,006 +18%
FWM
91
FMB Wealth Management
California
$438K +$87.6K +1,400 +27%
VWA
92
Visionary Wealth Advisors
Illinois
$435K +$181K +2,899 +81%
SWP
93
Stratos Wealth Partners
Ohio
$431K +$402K +6,417 New
BAWC
94
Boyce & Associates Wealth Consulting
Texas
$414K +$61.5K +982 +19%
MWM
95
Modera Wealth Management
New Jersey
$354K +$330K +5,279 New
Creative Planning
96
Creative Planning
Kansas
$346K +$323K +5,162 New
TFG
97
Tilson Financial Group
New Jersey
$330K +$19.8K +317 +7%
ASN
98
Advisory Services Network
Georgia
$327K +$301K +4,806 New
BAM
99
BOS Asset Management
Illinois
$326K +$35.2K +562 +13%
GAM
100
GEM Asset Management
Michigan
$323K +$60.1K +960 +25%

DFAW Hedge Fund Activity: Q2 2025 in Review

148 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q2 2025, worth a combined $385M — up 27% from $304M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFAW positions and 12 closed out — a net gain of 12 holders — while 93 added to existing stakes and 25 trimmed.

The largest buyer was Triune Financial Partners, adding an estimated $8.06M. The largest seller was Strategic Investment Solutions, cutting an estimated $6.68M.

  • 148 institutional investors held Dimensional World Equity ETF (DFAW) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $385M of Dimensional World Equity ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 24 funds opened new Dimensional World Equity ETF positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest Dimensional World Equity ETF buyer in Q2 2025 was Triune Financial Partners, an estimated $8.06M added.
  • The largest Dimensional World Equity ETF seller in Q2 2025 was Strategic Investment Solutions, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2025.