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Dimensional World Equity ETF

164 hedge funds and large institutions have $449M invested in Dimensional World Equity ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $385M → $449M (+$64.6M)

11% more funds holding

Funds holding: 148164 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.44% less ownership

Funds ownership: 50.83%50.39% (-0.44%)

Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
2.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
21
Increased
103
Reduced
28
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$378K +$366K +5,267 New
ATPW
102
Ashton Thomas Private Wealth
Arizona
$374K +$31K +445 +9%
FPAS
103
Focus Partners Advisor Solutions
Missouri
$373K +$42.6K +612 +13%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$370K +$99.1K +1,425 +38%
EWA
105
Elevate Wealth Advisory
Georgia
$367K +$98.8K +1,421 +39%
BJL
106
Brighton Jones LLC
Washington
$367K +$48.3K +695 +16%
GAM
107
GEM Asset Management
Michigan
$361K +$15.7K +225 +5%
ASN
108
Advisory Services Network
Georgia
$358K +$12.2K +175 +4%
SC
109
Savant Capital
Illinois
$349K +$14.6K +210 +5%
PFA
110
Pillar Financial Advisors
Kentucky
$335K +$56.9K +818 +21%
MA
111
Mutual Advisors
Nebraska
$333K +$1.25K +18 +0.4%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$324K +$24.8K +357 +9%
PFM
113
Phillips Financial Management
Indiana
$301K -$165K -2,373 -36%
IAG
114
Investment Advisory Group
Massachusetts
$300K +$2.16K +31 +0.7%
GA
115
Greenspring Advisors
Maryland
$299K +$290K +4,165 New
FWM
116
Fonville Wealth Management
Virginia
$275K +$1.04K +15 +0.4%
AFA
117
Alpha Financial Advisors
North Carolina
$261K -$81.6K -1,173 -24%
CWR
118
Chico Wealth RIA
California
$258K +$250K +3,593 New
Pathstone Holdings
119
Pathstone Holdings
New Jersey
$254K +$29.8K +429 +14%
LG
120
LAM Group
Oregon
$251K +$139 +2 +0.1%
PWIA
121
Porter White Investment Advisors
Alabama
$240K +$487 +7 +0.2%
EH
122
Equitable Holdings
New York
$239K +$232K +3,332 New
KAM
123
KEB Asset Management
Illinois
$237K +$20.1K +289 +10%
AL
124
Aspiriant LLC
California
$237K +$229K +3,294 New
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$235K +$228K +3,271 New