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Dimensional World Equity ETF

185 hedge funds and large institutions have $563M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
SWP
76
Stratos Wealth Partners
Ohio
$1.02M
BTI
77
Blue Trust Inc
Georgia
$966K
RWM
78
Ruedi Wealth Management
Illinois
$941K
HFA
79
Highland Financial Advisors
New Jersey
$931K
NRG
80
Nemes Rush Group
Michigan
$908K
FWP
81
Falcon Wealth Planning
California
$837K
FWM
82
FMB Wealth Management
California
$835K
MSWM
83
Master's Wealth Management
Pennsylvania
$834K
SAI
84
Savvy Advisors Inc
New York
$828K
AC
85
Annandale Capital
Texas
$810K
EFP
86
Envision Financial Planning
Tennessee
$783K
TFG
87
Tilson Financial Group
New Jersey
$780K
WW
88
Waterfront Wealth
Kansas
$777K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$769K
BWMG
90
Bannerman Wealth Management Group
Texas
$722K
JWA
91
JFS Wealth Advisors
Pennsylvania
$719K
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$715K
SC
93
Savant Capital
Illinois
$713K
VWA
94
Visionary Wealth Advisors
Illinois
$699K
AAM
95
Austin Asset Management
Texas
$693K
OIA
96
OneDigital Investment Advisors
Kansas
$655K
EWA
97
EverSource Wealth Advisors
Alabama
$629K
LCWP
98
Legacy Capital Wealth Partners
Arkansas
$603K
BAM
99
Belpointe Asset Management
Nevada
$600K
BAM
100
BOS Asset Management
Illinois
$569K