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Dimensional World Equity ETF

200 hedge funds and large institutions have $634M invested in Dimensional World Equity ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
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
LAM
76
Lakewood Asset Management
Illinois
$1.19M
BTI
77
Blue Trust Inc
Georgia
$1.19M
MSF
78
Mustard Seed Financial
Arkansas
$1.17M
MWA
79
Mills Wealth Advisors
Texas
$1.15M
RWM
80
Riverbend Wealth Management
South Carolina
$1.03M
SAI
81
Savvy Advisors Inc
New York
$1.01M
RWM
82
Ruedi Wealth Management
Illinois
$986K
AC
83
Annandale Capital
Texas
$964K
LFGO
84
Legacy Financial Group (Oklahoma)
Oklahoma
$929K
HFA
85
Highland Financial Advisors
New Jersey
$929K
AAM
86
Austin Asset Management
Texas
$915K
FWM
87
FMB Wealth Management
California
$905K
CSP
88
Cary Street Partners
Virginia
$897K
NRG
89
Nemes Rush Group
Michigan
$863K
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$859K
CWR
91
Chico Wealth RIA
California
$848K
WW
92
Waterfront Wealth
Kansas
$768K
OIA
93
OneDigital Investment Advisors
Kansas
$745K
BWMG
94
Bannerman Wealth Management Group
Texas
$736K
FPAS
95
Focus Partners Advisor Solutions
Missouri
$722K
VWA
96
Visionary Wealth Advisors
Illinois
$721K
FWP
97
Falcon Wealth Planning
California
$716K
LCWP
98
Legacy Capital Wealth Partners
Arkansas
$690K
RCI
99
RS Crum Inc
California
$664K
RIP
100
RAM Investment Partners
Washington
$641K