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Dimensional World Equity ETF

200 hedge funds and large institutions have $634M invested in Dimensional World Equity ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$627K
EWA
102
EverSource Wealth Advisors
Alabama
$623K
WC
103
Wolfstich Capital
Massachusetts
$618K
DF
104
DecisionPoint Financial
Arizona
$612K
BAM
105
Belpointe Asset Management
Nevada
$608K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$592K
SC
107
Savant Capital
Illinois
$583K
BAM
108
BOS Asset Management
Illinois
$580K
MA
109
Mutual Advisors
Nebraska
$570K
EWA
110
Elevate Wealth Advisory
Georgia
$568K
MW
111
Marrick Wealth
California
$563K
BAWC
112
Boyce & Associates Wealth Consulting
Texas
$562K
VP
113
Verum Partners
North Carolina
$525K
ATPW
114
Ashton Thomas Private Wealth
Arizona
$522K
SM
115
Sensible Money
Arizona
$492K
RFP
116
Root Financial Partners
California
$474K
TFG
117
Tilson Financial Group
New Jersey
$468K
Corient Private Wealth
118
Corient Private Wealth
Florida
$463K
TFM
119
TFC Financial Management
Massachusetts
$453K
GAM
120
GEM Asset Management
Michigan
$447K
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$443K
Creative Planning
122
Creative Planning
Kansas
$440K
FJWM
123
Ferguson Johnson Wealth Management
Maryland
$437K
AF
124
Allworth Financial
California
$404K
QCA
125
Quantify Chaos Advisors
New York
$403K