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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

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

216% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 25

12% more capital invested

Capital invested by funds: $272M → $304M (+$32.3M)

11% more funds holding

Funds holding: 125139 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.62% less ownership

Funds ownership: 49.2%48.58% (-0.62%)

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
1.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
20
Increased
79
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$248K +$256K +4,040 New
GA
102
Greenspring Advisors
Maryland
$247K
GAM
103
GEM Asset Management
Michigan
$236K +$243K +3,832 New
SC
104
Savant Capital
Illinois
$235K +$33K +522 +16%
FWM
105
Fonville Wealth Management
Virginia
$233K +$1.14K +18 +0.5%
AC
106
Annandale Capital
Texas
$232K +$30.8K +486 +15%
SAF
107
Smith Anglin Financial
Texas
$222K +$506 +8 +0.2%
VWA
108
Visionary Wealth Advisors
Illinois
$220K +$227K +3,592 New
PFA
109
Pillar Financial Advisors
Kentucky
$219K +$21.2K +335 +10%
LG
110
LAM Group
Oregon
$214K -$7.85K -124 -3%
PWIA
111
Porter White Investment Advisors
Alabama
$203K +$317 +5 +0.2%
BJL
112
Brighton Jones LLC
Washington
$202K +$209K +3,295 New
RCAG
113
Rehmann Capital Advisory Group
Michigan
$201K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$188K +$194K +3,068 New
CMP
115
Coston McIsaac & Partners
Maine
$164K -$2.03K -32 -1%
CMBA
116
C.M. Bidwell & Associates
Hawaii
$163K
EWA
117
Elevate Wealth Advisory
Georgia
$114K +$118K +1,857 New
FFA
118
Farther Finance Advisors
California
$105K -$13.3K -210 -11%
CWP
119
Concord Wealth Partners
Virginia
$94K -$20.8K -329 -18%
CW
120
Curio Wealth
Maryland
$93.1K -$94.1K -1,487 -100%
CBT
121
Crews Bank & Trust
Florida
$77.5K
Osaic Holdings
122
Osaic Holdings
Arizona
$66K +$43.9K +693 +180%
ADL
123
Asset Dedication LLC
California
$65.2K +$67.4K +1,064 New
SIC
124
SJS Investment Consulting
Ohio
$59.7K +$10.1K +159 +19%
Morgan Stanley
125
Morgan Stanley
New York
$48.1K -$1.46K -23 -3%

DFAW Hedge Fund Activity: Q1 2025 in Review

139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q1 2025, worth a combined $304M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFAW positions and 4 closed out — a net gain of 16 holders — while 79 added to existing stakes and 25 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $7.2M. The largest seller was JP Wealth Management, exiting entirely with an estimated $13M sold.

  • 139 institutional investors held Dimensional World Equity ETF (DFAW) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $304M of Dimensional World Equity ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 20 funds opened new Dimensional World Equity ETF positions in Q1 2025 and 4 closed out, a net change of +16 holders.
  • The largest Dimensional World Equity ETF buyer in Q1 2025 was Strategic Investment Solutions, an estimated $7.2M added.
  • The largest Dimensional World Equity ETF seller in Q1 2025 was JP Wealth Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.