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Dimensional World Equity ETF

125 hedge funds and large institutions have $272M invested in Dimensional World Equity ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
125
Holders Change
+39
Holders Change %
+45.35%
% of All Funds
1.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
42
Increased
57
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
101
Summit Financial Strategies
Ohio
$200K
CMP
102
Coston McIsaac & Partners
Maine
$169K +$11.4K +184 +7%
CMBA
103
C.M. Bidwell & Associates
Hawaii
$166K
MG
104
Mather Group
Illinois
$136K
FFA
105
Farther Finance Advisors
California
$120K +$35.8K +573 +43%
CWP
106
Concord Wealth Partners
Virginia
$116K +$44.8K +718 +63%
CW
107
Curio Wealth
Maryland
$93.1K +$93.1K +1,490 New
CBT
108
Crews Bank & Trust
Florida
$79K +$79K +1,265 New
RLIM
109
Red Lighthouse Investment Management
New York
$64.6K +$22.8K +365 +55%
SIC
110
SJS Investment Consulting
Ohio
$51K +$9.37K +150 +23%
Morgan Stanley
111
Morgan Stanley
New York
$50.5K -$1.87K -30 -4%
ME
112
McIlrath & Eck
Washington
$42.8K +$312 +5 +0.7%
VWM
113
Vermillion Wealth Management
Minnesota
$37K +$37K +593 New
GJIA
114
Glass Jacobson Investment Advisors
Maryland
$30.3K +$30.3K +486 New
PC
115
Promus Capital
Illinois
$30.1K +$30.1K +481 New
Osaic Holdings
116
Osaic Holdings
Arizona
$24K +$24K +384 New
AWM
117
Avior Wealth Management
Nebraska
$15.9K +$15.7K +252 +12,600%
PS
118
Pinney & Scofield
Massachusetts
$14.5K +$14.5K +232 New
MFC
119
Morris Financial Concepts
South Carolina
$12.4K
AF
120
Allworth Financial
California
$10.6K
QC
121
Quent Capital
New York
$8.37K
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$5.62K +$5.62K +90 New
CPA
123
Cardiff Park Advisors
California
$1.06K
TIM
124
Tortoise Investment Management
New York
$812
CI
125
Cordant Inc
Oregon
$63 +$63 +1 New