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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
+14
Holders Change %
+11.2%
% of All Funds
1.89%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
20
Increased
79
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$248K +$248K +4,040 New
GA
102
Greenspring Advisors
Maryland
$247K
SC
103
Savant Capital
Illinois
$237K +$33.8K +551 +17%
GAM
104
GEM Asset Management
Michigan
$236K +$236K +3,832 New
FWM
105
Fonville Wealth Management
Virginia
$233K +$1.1K +18 +0.5%
AC
106
Annandale Capital
Texas
$232K +$29.7K +486 +15%
SAF
107
Smith Anglin Financial
Texas
$222K +$490 +8 +0.2%
VWA
108
Visionary Wealth Advisors
Illinois
$220K +$220K +3,592 New
PFA
109
Pillar Financial Advisors
Kentucky
$219K +$20.5K +335 +10%
LG
110
LAM Group
Oregon
$214K -$7.6K -124 -3%
PWIA
111
Porter White Investment Advisors
Alabama
$203K +$306 +5 +0.2%
BJL
112
Brighton Jones LLC
Washington
$202K +$202K +3,295 New
RCAG
113
Rehmann Capital Advisory Group
Michigan
$201K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$188K +$188K +3,068 New
CMP
115
Coston McIsaac & Partners
Maine
$164K -$1.95K -32 -1%
CMBA
116
C.M. Bidwell & Associates
Hawaii
$163K
EWA
117
Elevate Wealth Advisory
Georgia
$114K +$114K +1,857 New
FFA
118
Farther Finance Advisors
California
$105K -$12.9K -210 -11%
CWP
119
Concord Wealth Partners
Virginia
$94K -$20.2K -329 -18%
CW
120
Curio Wealth
Maryland
$93.1K -$46.1M -1,487 -100%
CBT
121
Crews Bank & Trust
Florida
$77.5K
Osaic Holdings
122
Osaic Holdings
Arizona
$66K +$42.5K +693 +180%
ADL
123
Asset Dedication LLC
California
$65.2K +$65.2K +1,064 New
SIC
124
SJS Investment Consulting
Ohio
$59.7K +$9.74K +159 +19%
Morgan Stanley
125
Morgan Stanley
New York
$48.1K -$1.41K -23 -3%