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Dimensional World Equity ETF

189 hedge funds and large institutions have $571M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 20

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $449M → $571M (+$122M)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

15% more funds holding

Funds holding: 164189 (+25)

7.16% more ownership

Funds ownership: 50.39%57.56% (+7.2%)

Holders
189
Holders Change
+25
Holders Change %
+15.24%
% of All Funds
2.3%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
38
Increased
116
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
76
Mills Wealth Advisors
Texas
$1.03M +$226K +3,105 +29%
SWP
77
Stratos Wealth Partners
Ohio
$1.02M -$3.57K -49 -0.4%
BTI
78
Blue Trust Inc
Georgia
$966K +$112K +1,539 +13%
RWM
79
Ruedi Wealth Management
Illinois
$941K +$72.9K +1,002 +9%
HFA
80
Highland Financial Advisors
New Jersey
$931K
NRG
81
Nemes Rush Group
Michigan
$908K +$30K +412 +3%
FWP
82
Falcon Wealth Planning
California
$837K -$34K -467 -4%
FWM
83
FMB Wealth Management
California
$835K +$58.2K +800 +8%
MSWM
84
Master's Wealth Management
Pennsylvania
$834K +$820K +11,275 New
SAI
85
Savvy Advisors Inc
New York
$828K +$130K +1,793 +19%
AC
86
Annandale Capital
Texas
$810K +$303K +4,162 +61%
EFP
87
Envision Financial Planning
Tennessee
$783K +$68.1K +936 +10%
Corient Private Wealth
88
Corient Private Wealth
Florida
$780K +$384K +5,283 +100%
TFG
89
Tilson Financial Group
New Jersey
$780K +$377K +5,176 +96%
WW
90
Waterfront Wealth
Kansas
$777K +$66.1K +909 +10%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$769K +$665K +9,145 +731%
BWMG
92
Bannerman Wealth Management Group
Texas
$722K +$5.89K +81 +0.8%
JWA
93
JFS Wealth Advisors
Pennsylvania
$719K +$144K +1,972 +25%
LFGO
94
Legacy Financial Group (Oklahoma)
Oklahoma
$715K +$175K +2,410 +33%
SC
95
Savant Capital
Illinois
$713K +$347K +4,772 +98%
VWA
96
Visionary Wealth Advisors
Illinois
$699K +$46.6K +640 +7%
AAM
97
Austin Asset Management
Texas
$693K
OIA
98
OneDigital Investment Advisors
Kansas
$655K +$72.8K +1,001 +13%
EWA
99
EverSource Wealth Advisors
Alabama
$629K +$23.9K +328 +4%
LCWP
100
Legacy Capital Wealth Partners
Arkansas
$603K +$375K +5,160 +172%