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Dimensional World Equity ETF

147 hedge funds and large institutions have $384M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
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
92
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
126
Asset Dedication LLC
California
$91K +$19.6K +292 +27%
CW
127
Curio Wealth
Maryland
$89K +$88.8K +1,324 +44,133%
CBT
128
Crews Bank & Trust
Florida
$84.9K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$76K +$76K +1,135 New
RLIM
130
Red Lighthouse Investment Management
New York
$72.2K +$36K +537 +99%
SIC
131
SJS Investment Consulting
Ohio
$71.8K +$6.44K +96 +10%
ME
132
McIlrath & Eck
Washington
$54.3K +$7.45K +111 +16%
Morgan Stanley
133
Morgan Stanley
New York
$50K -$2.62K -39 -5%
GJIA
134
Glass Jacobson Investment Advisors
Maryland
$32.7K +$67 +1 +0.2%
PC
135
Promus Capital
Illinois
$32.5K +$201 +3 +0.6%
PS
136
Pinney & Scofield
Massachusetts
$29.9K +$5.17K +77 +21%
VWM
137
Vermillion Wealth Management
Minnesota
$28.8K -$4.16K -62 -13%
LI
138
LRI Investments
Florida
$28.1K +$28.1K +418 New
MFC
139
Morris Financial Concepts
South Carolina
$27.2K +$12K +179 +79%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$19K +$19K +290 New
BHWM
141
Beaird Harris Wealth Management
Texas
$18.6K +$18.6K +278 New
AF
142
Allworth Financial
California
$16.8K
US Bancorp
143
US Bancorp
Minnesota
$10.9K +$10.9K +163 New
MCA
144
Maryland Capital Advisors
Maryland
$9.79K +$9.79K +146 New
EWP
145
Elevation Wealth Partners
California
$5.6K +$5.6K +83 New
TIM
146
Tortoise Investment Management
New York
$872
CI
147
Cordant Inc
Oregon
$135 +$68 +1 +100%
PCIA
148
Prime Capital Investment Advisors
Kansas
-$3.29M -53,703 Closed
TC
149
TownSquare Capital
Utah
-$2.09M -34,025 Closed
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
-$688K -11,235 Closed