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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
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
Osaic Holdings
126
Osaic Holdings
Arizona
$91.4K
ADL
127
Asset Dedication LLC
California
$91K
CW
128
Curio Wealth
Maryland
$89K
CBT
129
Crews Bank & Trust
Florida
$84.9K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$76K
RLIM
131
Red Lighthouse Investment Management
New York
$72.2K
SIC
132
SJS Investment Consulting
Ohio
$71.8K
ME
133
McIlrath & Eck
Washington
$54.3K
Morgan Stanley
134
Morgan Stanley
New York
$50K
GJIA
135
Glass Jacobson Investment Advisors
Maryland
$32.7K
PC
136
Promus Capital
Illinois
$32.5K
PS
137
Pinney & Scofield
Massachusetts
$29.9K
VWM
138
Vermillion Wealth Management
Minnesota
$28.8K
LI
139
LRI Investments
Florida
$28.1K
MFC
140
Morris Financial Concepts
South Carolina
$27.2K
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$19K
BHWM
142
Beaird Harris Wealth Management
Texas
$18.6K
AF
143
Allworth Financial
California
$16.8K
US Bancorp
144
US Bancorp
Minnesota
$10.9K
MCA
145
Maryland Capital Advisors
Maryland
$9.79K
EWP
146
Elevation Wealth Partners
California
$5.6K
TIM
147
Tortoise Investment Management
New York
$872
CI
148
Cordant Inc
Oregon
$135
PCIA
149
Prime Capital Investment Advisors
Kansas
TC
150
TownSquare Capital
Utah