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Dimensional World Equity ETF

161 hedge funds and large institutions have $430M invested in Dimensional World Equity ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
SFA
126
Sequoia Financial Advisors
Ohio
$217K
LCWP
127
Legacy Capital Wealth Partners
Arkansas
$215K
DAS
128
Dynamic Advisor Solutions
Arizona
$205K
EWM
129
Empirical Wealth Management
Washington
$205K
AFO
130
Aurelius Family Office
New Hampshire
$201K
CMP
131
Coston McIsaac & Partners
Maine
$192K
CMBA
132
C.M. Bidwell & Associates
Hawaii
$191K
LI
133
LRI Investments
Florida
$161K
CWP
134
Concord Wealth Partners
Virginia
$111K
RLIM
135
Red Lighthouse Investment Management
New York
$105K
CW
136
Curio Wealth
Maryland
$95.4K
FFA
137
Farther Finance Advisors
California
$93.7K
ADL
138
Asset Dedication LLC
California
$92.4K
CBT
139
Crews Bank & Trust
Florida
$90.9K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$90K
NRWA
141
North Ridge Wealth Advisors
Oregon
$81.9K
SIC
142
SJS Investment Consulting
Ohio
$77.9K
BHWM
143
Beaird Harris Wealth Management
Texas
$71.7K
MFC
144
Morris Financial Concepts
South Carolina
$67K
ME
145
McIlrath & Eck
Washington
$59.1K
CCM
146
Cloud Capital Management
Washington
$54K
Morgan Stanley
147
Morgan Stanley
New York
$52.4K
PS
148
Pinney & Scofield
Massachusetts
$41.9K
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$41.9K
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$40K