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Dimensional World Equity ETF

139 hedge funds and large institutions have $304M invested in Dimensional World Equity ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
Citadel Advisors
101
Citadel Advisors
Florida
$248K
GA
102
Greenspring Advisors
Maryland
$247K
SC
103
Savant Capital
Illinois
$237K
GAM
104
GEM Asset Management
Michigan
$236K
FWM
105
Fonville Wealth Management
Virginia
$233K
AC
106
Annandale Capital
Texas
$232K
SAF
107
Smith Anglin Financial
Texas
$222K
VWA
108
Visionary Wealth Advisors
Illinois
$220K
PFA
109
Pillar Financial Advisors
Kentucky
$219K
LG
110
LAM Group
Oregon
$214K
PWIA
111
Porter White Investment Advisors
Alabama
$203K
BJL
112
Brighton Jones LLC
Washington
$202K
RCAG
113
Rehmann Capital Advisory Group
Michigan
$201K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$188K
CMP
115
Coston McIsaac & Partners
Maine
$164K
CMBA
116
C.M. Bidwell & Associates
Hawaii
$163K
EWA
117
Elevate Wealth Advisory
Georgia
$114K
FFA
118
Farther Finance Advisors
California
$105K
CWP
119
Concord Wealth Partners
Virginia
$94K
CW
120
Curio Wealth
Maryland
$93.1K
CBT
121
Crews Bank & Trust
Florida
$77.5K
Osaic Holdings
122
Osaic Holdings
Arizona
$66K
ADL
123
Asset Dedication LLC
California
$65.2K
SIC
124
SJS Investment Consulting
Ohio
$59.7K
Morgan Stanley
125
Morgan Stanley
New York
$48.1K