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Dimensional World Equity ETF

164 hedge funds and large institutions have $449M invested in Dimensional World Equity ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $385M → $449M (+$64.6M)

11% more funds holding

Funds holding: 148164 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.44% less ownership

Funds ownership: 50.83%50.39% (-0.44%)

Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
2.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
21
Increased
103
Reduced
28
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$231K +$60.9K +875 +37%
RCAG
127
Rehmann Capital Advisory Group
Michigan
$229K
SFA
128
Sequoia Financial Advisors
Ohio
$217K +$210K +3,021 New
LCWP
129
Legacy Capital Wealth Partners
Arkansas
$215K +$208K +2,992 New
DAS
130
Dynamic Advisor Solutions
Arizona
$205K +$198K +2,852 New
EWM
131
Empirical Wealth Management
Washington
$205K +$198K +2,848 New
AFO
132
Aurelius Family Office
New Hampshire
$201K +$194K +2,796 New
CMP
133
Coston McIsaac & Partners
Maine
$192K -$7.17K -103 -4%
CMBA
134
C.M. Bidwell & Associates
Hawaii
$191K
LI
135
LRI Investments
Florida
$161K +$127K +1,822 +436%
CWP
136
Concord Wealth Partners
Virginia
$111K +$348 +5 +0.3%
RLIM
137
Red Lighthouse Investment Management
New York
$105K +$27.2K +391 +36%
CW
138
Curio Wealth
Maryland
$95.4K +$70 +1 +0.1%
FFA
139
Farther Finance Advisors
California
$93.7K -$4.31K -62 -5%
ADL
140
Asset Dedication LLC
California
$92.4K -$4.94K -71 -5%
CBT
141
Crews Bank & Trust
Florida
$90.9K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$90K +$8.07K +116 +10%
NRWA
143
North Ridge Wealth Advisors
Oregon
$81.9K +$79.3K +1,140 New
SIC
144
SJS Investment Consulting
Ohio
$77.9K +$904 +13 +1%
BHWM
145
Beaird Harris Wealth Management
Texas
$71.7K +$50.1K +720 +259%
MFC
146
Morris Financial Concepts
South Carolina
$67K +$36.7K +527 +130%
ME
147
McIlrath & Eck
Washington
$59.1K +$974 +14 +2%
CCM
148
Cloud Capital Management
Washington
$54K +$52.9K +760 New
Morgan Stanley
149
Morgan Stanley
New York
$52.4K -$1.18K -17 -2%
PS
150
Pinney & Scofield
Massachusetts
$41.9K +$9.53K +137 +31%