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Dimensional World Equity ETF

164 hedge funds and large institutions have $449M invested in Dimensional World Equity ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $385M → $449M (+$64.6M)

11% more funds holding

Funds holding: 148164 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.44% less ownership

Funds ownership: 50.83%50.39% (-0.44%)

Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
2.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
21
Increased
103
Reduced
28
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
76
Savvy Advisors Inc
New York
$675K +$170K +2,448 +35%
AAM
77
Austin Asset Management
Texas
$674K -$3.34K -48 -0.5%
Jane Street
78
Jane Street
New York
$661K -$909K -13,065 -59%
WW
79
Waterfront Wealth
Kansas
$661K +$42.2K +607 +7%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$659K +$157K +2,256 +33%
VWA
81
Visionary Wealth Advisors
Illinois
$633K +$162K +2,323 +36%
BW
82
BIP Wealth
Georgia
$610K +$591K +8,493 New
EWA
83
EverSource Wealth Advisors
Alabama
$587K +$4.87K +70 +0.9%
BAM
84
Belpointe Asset Management
Nevada
$583K
OIA
85
OneDigital Investment Advisors
Kansas
$565K +$547K +7,857 New
JWA
86
JFS Wealth Advisors
Pennsylvania
$557K +$84.7K +1,217 +19%
PWM
87
PBMares Wealth Management
Virginia
$553K +$52.1K +749 +11%
RCI
88
RS Crum Inc
California
$552K -$13.7K -197 -3%
TWP
89
Total Wealth Planning
Ohio
$536K -$163K -2,338 -24%
LFGO
90
Legacy Financial Group (Oklahoma)
Oklahoma
$522K +$505K +7,259 New
RIP
91
RAM Investment Partners
Washington
$515K +$23.6K +339 +5%
VP
92
Verum Partners
North Carolina
$511K
BAWC
93
Boyce & Associates Wealth Consulting
Texas
$497K +$51.3K +737 +12%
DF
94
DecisionPoint Financial
Arizona
$483K -$2.23K -32 -0.5%
HFA
95
Hippocratic Financial Advisors
California
$474K -$101K -1,453 -18%
RFP
96
Root Financial Partners
California
$450K -$29.6K -425 -6%
Creative Planning
97
Creative Planning
Kansas
$403K +$31.4K +451 +9%
TFG
98
Tilson Financial Group
New Jersey
$386K +$30.8K +443 +9%
MWM
99
Modera Wealth Management
New Jersey
$380K +$1.04K +15 +0.3%
BAM
100
BOS Asset Management
Illinois
$380K +$29.7K +427 +9%