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Dimensional World Equity ETF

148 hedge funds and large institutions have $385M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $304M → $385M (+$80.6M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 139148 (+9)

2.26% more ownership

Funds ownership: 48.58%50.83% (+2.3%)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.95%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
24
Increased
93
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
101
Alpha Financial Advisors
North Carolina
$322K -$58.2K -930 -16%
ATPW
102
Ashton Thomas Private Wealth
Arizona
$319K +$298K +4,759 New
MA
103
Mutual Advisors
Nebraska
$317K -$39.1K -624 -12%
SC
104
Savant Capital
Illinois
$312K +$50.7K +810 +21%
FPAS
105
Focus Partners Advisor Solutions
Missouri
$306K +$285K +4,555 New
BJL
106
Brighton Jones LLC
Washington
$296K +$69.6K +1,112 +34%
BOC
107
Blue Oak Capital
California
$283K -$2.94K -47 -1%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K +$68K +1,087 +35%
IAG
109
Investment Advisory Group
Massachusetts
$278K +$63 +1 +0%
MWM
110
Mission Wealth Management
California
$268K +$250K +3,999 New
PFA
111
Pillar Financial Advisors
Kentucky
$258K +$17.1K +274 +8%
FWM
112
Fonville Wealth Management
Virginia
$256K +$626 +10 +0.3%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$250K -$2.57M -41,093 -92%
EWA
114
Elevate Wealth Advisory
Georgia
$247K +$115K +1,831 +99%
SAF
115
Smith Anglin Financial
Texas
$244K +$1.25K +20 +0.6%
LG
116
LAM Group
Oregon
$234K +$501 +8 +0.2%
PWIA
117
Porter White Investment Advisors
Alabama
$223K +$814 +13 +0.4%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$214K -$6.13K -98 -3%
Pathstone Holdings
119
Pathstone Holdings
New Jersey
$209K +$195K +3,110 New
SIAG
120
Safeguard Investment Advisory Group
California
$206K -$63.3K -1,011 -25%
KAM
121
KEB Asset Management
Illinois
$202K +$189K +3,014 New
CMP
122
Coston McIsaac & Partners
Maine
$187K +$7.01K +112 +4%
CMBA
123
C.M. Bidwell & Associates
Hawaii
$178K
Osaic Holdings
124
Osaic Holdings
Arizona
$160K +$82K +1,311 +122%
CWP
125
Concord Wealth Partners
Virginia
$103K +$563 +9 +0.6%

DFAW Hedge Fund Activity: Q2 2025 in Review

148 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q2 2025, worth a combined $385M — up 27% from $304M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFAW positions and 12 closed out — a net gain of 12 holders — while 93 added to existing stakes and 25 trimmed.

The largest buyer was Triune Financial Partners, adding an estimated $8.06M. The largest seller was Strategic Investment Solutions, cutting an estimated $6.68M.

  • 148 institutional investors held Dimensional World Equity ETF (DFAW) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $385M of Dimensional World Equity ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 24 funds opened new Dimensional World Equity ETF positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest Dimensional World Equity ETF buyer in Q2 2025 was Triune Financial Partners, an estimated $8.06M added.
  • The largest Dimensional World Equity ETF seller in Q2 2025 was Strategic Investment Solutions, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2025.