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Dimensional World Equity ETF

188 hedge funds and large institutions have $571M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
MWA
76
Mills Wealth Advisors
Texas
$1.03M
SWP
77
Stratos Wealth Partners
Ohio
$1.02M
BTI
78
Blue Trust Inc
Georgia
$966K
RWM
79
Ruedi Wealth Management
Illinois
$941K
HFA
80
Highland Financial Advisors
New Jersey
$931K
NRG
81
Nemes Rush Group
Michigan
$908K
FWP
82
Falcon Wealth Planning
California
$837K
FWM
83
FMB Wealth Management
California
$835K
MSWM
84
Master's Wealth Management
Pennsylvania
$834K
SAI
85
Savvy Advisors Inc
New York
$828K
AC
86
Annandale Capital
Texas
$810K
EFP
87
Envision Financial Planning
Tennessee
$783K
Corient Private Wealth
88
Corient Private Wealth
Florida
$780K
TFG
89
Tilson Financial Group
New Jersey
$780K
WW
90
Waterfront Wealth
Kansas
$777K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$769K
BWMG
92
Bannerman Wealth Management Group
Texas
$722K
JWA
93
JFS Wealth Advisors
Pennsylvania
$719K
LFGO
94
Legacy Financial Group (Oklahoma)
Oklahoma
$715K
SC
95
Savant Capital
Illinois
$713K
VWA
96
Visionary Wealth Advisors
Illinois
$699K
AAM
97
Austin Asset Management
Texas
$693K
OIA
98
OneDigital Investment Advisors
Kansas
$655K
EWA
99
EverSource Wealth Advisors
Alabama
$629K
LCWP
100
Legacy Capital Wealth Partners
Arkansas
$603K