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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
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
EWA
76
EverSource Wealth Advisors
Alabama
$543K
HFA
77
Hippocratic Financial Advisors
California
$540K
BWMG
78
Bannerman Wealth Management Group
Texas
$536K
JC
79
Jentner Corp
Ohio
$536K
RCI
80
RS Crum Inc
California
$528K
VP
81
Verum Partners
North Carolina
$477K
SAI
82
Savvy Advisors Inc
New York
$466K
PWM
83
PBMares Wealth Management
Virginia
$466K
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$464K
RIP
85
RAM Investment Partners
Washington
$458K
AC
86
Annandale Capital
Texas
$455K
DF
87
DecisionPoint Financial
Arizona
$453K
RFP
88
Root Financial Partners
California
$448K
PFM
89
Phillips Financial Management
Indiana
$440K
JWA
90
JFS Wealth Advisors
Pennsylvania
$438K
FWM
91
FMB Wealth Management
California
$438K
VWA
92
Visionary Wealth Advisors
Illinois
$435K
SWP
93
Stratos Wealth Partners
Ohio
$431K
BAWC
94
Boyce & Associates Wealth Consulting
Texas
$414K
MWM
95
Modera Wealth Management
New Jersey
$354K
Creative Planning
96
Creative Planning
Kansas
$346K
TFG
97
Tilson Financial Group
New Jersey
$330K
ASN
98
Advisory Services Network
Georgia
$327K
BAM
99
BOS Asset Management
Illinois
$326K
GAM
100
GEM Asset Management
Michigan
$323K