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Dimensional World Equity ETF

189 hedge funds and large institutions have $571M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 20

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $449M → $571M (+$122M)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

15% more funds holding

Funds holding: 164189 (+25)

7.16% more ownership

Funds ownership: 50.39%57.56% (+7.2%)

Holders
189
Holders Change
+25
Holders Change %
+15.24%
% of All Funds
2.3%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
38
Increased
116
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$600K
BAM
102
BOS Asset Management
Illinois
$569K +$174K +2,393 +45%
RIP
103
RAM Investment Partners
Washington
$564K +$33.5K +461 +6%
BAWC
104
Boyce & Associates Wealth Consulting
Texas
$562K +$50K +687 +10%
RCI
105
RS Crum Inc
California
$553K -$14.3K -196 -3%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$549K +$302K +4,145 +127%
MW
107
Marrick Wealth
California
$539K +$531K +7,292 New
DF
108
DecisionPoint Financial
Arizona
$532K +$35.7K +490 +7%
VP
109
Verum Partners
North Carolina
$526K
HFA
110
Hippocratic Financial Advisors
California
$496K +$8.66K +119 +2%
ATPW
111
Ashton Thomas Private Wealth
Arizona
$483K +$96.8K +1,330 +26%
AFA
112
Alpha Financial Advisors
North Carolina
$474K +$202K +2,780 +77%
FF
113
Foundry Financial
California
$470K +$463K +6,359 New
EH
114
Equitable Holdings
New York
$464K +$214K +2,934 +88%
RFP
115
Root Financial Partners
California
$463K
EWA
116
Elevate Wealth Advisory
Georgia
$452K +$72.4K +995 +19%
FJWM
117
Ferguson Johnson Wealth Management
Maryland
$439K +$432K +5,939 New
SCM
118
SB Capital Management
California
$430K +$423K +5,808 New
GAM
119
GEM Asset Management
Michigan
$404K +$24.7K +340 +7%
QCA
120
Quantify Chaos Advisors
New York
$404K +$397K +5,455 New
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$400K +$66K +907 +20%
Creative Planning
122
Creative Planning
Kansas
$400K -$15.4K -212 -4%
MA
123
Mutual Advisors
Nebraska
$399K +$57.3K +787 +17%
FPAS
124
Focus Partners Advisor Solutions
Missouri
$398K +$15.9K +218 +4%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$395K -$279K -3,835 -42%