We are live on ! Find out more
DFAW icon

Dimensional World Equity ETF

148 hedge funds and large institutions have $385M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $304M → $385M (+$80.6M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 139148 (+9)

2.26% more ownership

Funds ownership: 48.58%50.83% (+2.3%)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.95%
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
93
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
126
Farther Finance Advisors
California
$91.7K -$21.5K -344 -20%
ADL
127
Asset Dedication LLC
California
$91K +$18.3K +292 +27%
CW
128
Curio Wealth
Maryland
$89K +$82.9K +1,324 +44,133%
CBT
129
Crews Bank & Trust
Florida
$84.9K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$76K +$71K +1,135 New
RLIM
131
Red Lighthouse Investment Management
New York
$72.2K +$33.6K +537 +99%
SIC
132
SJS Investment Consulting
Ohio
$71.8K +$6.01K +96 +10%
ME
133
McIlrath & Eck
Washington
$54.3K +$6.95K +111 +16%
Morgan Stanley
134
Morgan Stanley
New York
$50K -$2.44K -39 -5%
GJIA
135
Glass Jacobson Investment Advisors
Maryland
$32.7K +$63 +1 +0.2%
PC
136
Promus Capital
Illinois
$32.5K +$188 +3 +0.6%
PS
137
Pinney & Scofield
Massachusetts
$29.9K +$4.82K +77 +21%
VWM
138
Vermillion Wealth Management
Minnesota
$28.8K -$3.88K -62 -13%
LI
139
LRI Investments
Florida
$28.1K +$26.2K +418 New
MFC
140
Morris Financial Concepts
South Carolina
$27.2K +$11.2K +179 +79%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$19K +$18.1K +290 New
BHWM
142
Beaird Harris Wealth Management
Texas
$18.6K +$17.4K +278 New
AF
143
Allworth Financial
California
$16.8K
US Bancorp
144
US Bancorp
Minnesota
$10.9K +$10.2K +163 New
MCA
145
Maryland Capital Advisors
Maryland
$9.79K +$9.14K +146 New
EWP
146
Elevation Wealth Partners
California
$5.6K +$5.19K +83 New
TIM
147
Tortoise Investment Management
New York
$872
CI
148
Cordant Inc
Oregon
$135 +$63 +1 +100%
PCIA
149
Prime Capital Investment Advisors
Kansas
-$3.29M -53,703 Closed
TC
150
TownSquare Capital
Utah
-$2.09M -34,025 Closed

DFAW Hedge Fund Activity: Q2 2025 in Review

148 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q2 2025, worth a combined $385M — up 27% from $304M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFAW positions and 12 closed out — a net gain of 12 holders — while 93 added to existing stakes and 25 trimmed.

The largest buyer was Triune Financial Partners, adding an estimated $8.06M. The largest seller was Strategic Investment Solutions, cutting an estimated $6.68M.

  • 148 institutional investors held Dimensional World Equity ETF (DFAW) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $385M of Dimensional World Equity ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 24 funds opened new Dimensional World Equity ETF positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest Dimensional World Equity ETF buyer in Q2 2025 was Triune Financial Partners, an estimated $8.06M added.
  • The largest Dimensional World Equity ETF seller in Q2 2025 was Strategic Investment Solutions, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2025.