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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
Holders
164
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
SAI
76
Savvy Advisors Inc
New York
$675K
AAM
77
Austin Asset Management
Texas
$674K
Jane Street
78
Jane Street
New York
$661K
WW
79
Waterfront Wealth
Kansas
$661K
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$659K
VWA
81
Visionary Wealth Advisors
Illinois
$633K
BW
82
BIP Wealth
Georgia
$610K
EWA
83
EverSource Wealth Advisors
Alabama
$587K
BAM
84
Belpointe Asset Management
Nevada
$583K
OIA
85
OneDigital Investment Advisors
Kansas
$565K
JWA
86
JFS Wealth Advisors
Pennsylvania
$557K
PWM
87
PBMares Wealth Management
Virginia
$553K
RCI
88
RS Crum Inc
California
$552K
TWP
89
Total Wealth Planning
Ohio
$536K
LFGO
90
Legacy Financial Group (Oklahoma)
Oklahoma
$522K
RIP
91
RAM Investment Partners
Washington
$515K
VP
92
Verum Partners
North Carolina
$511K
BAWC
93
Boyce & Associates Wealth Consulting
Texas
$497K
DF
94
DecisionPoint Financial
Arizona
$483K
SC
95
Savant Capital
Illinois
$476K
HFA
96
Hippocratic Financial Advisors
California
$474K
RFP
97
Root Financial Partners
California
$450K
Creative Planning
98
Creative Planning
Kansas
$403K
TFG
99
Tilson Financial Group
New Jersey
$386K
MWM
100
Modera Wealth Management
New Jersey
$380K