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Dimensional World Equity ETF

189 hedge funds and large institutions have $571M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 20

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $449M → $571M (+$122M)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

15% more funds holding

Funds holding: 164189 (+25)

7.16% more ownership

Funds ownership: 50.39%57.56% (+7.2%)

Holders
189
Holders Change
+25
Holders Change %
+15.24%
% of All Funds
2.3%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
38
Increased
116
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Modera Wealth Management
New Jersey
$388K -$3.71K -51 -1%
ASN
127
Advisory Services Network
Georgia
$362K -$6.62K -91 -2%
PFA
128
Pillar Financial Advisors
Kentucky
$361K +$15.7K +216 +5%
HCM
129
Hutchinson Capital Management
California
$333K +$327K +4,499 New
XPN
130
XY Planning Network
Montana
$329K +$323K +4,441 New
CWR
131
Chico Wealth RIA
California
$318K +$51.7K +710 +20%
BHWM
132
Beaird Harris Wealth Management
Texas
$317K +$239K +3,290 +330%
PFM
133
Phillips Financial Management
Indiana
$313K +$3.86K +53 +1%
KAM
134
KEB Asset Management
Illinois
$309K +$63.9K +878 +27%
IAG
135
Investment Advisory Group
Massachusetts
$309K +$73 +1 +0%
AFP
136
Ausdal Financial Partners
Iowa
$308K +$303K +4,158 New
FWM
137
Fonville Wealth Management
Virginia
$299K +$15.6K +214 +6%
TFM
138
TFC Financial Management
Massachusetts
$291K +$286K +3,927 New
SOAG
139
Silver Oak Advisory Group
Oregon
$285K +$280K +3,853 New
VWA
140
Vistica Wealth Advisors
California
$263K +$259K +3,558 New
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$262K +$437 +6 +0.2%
CRC
142
Catawba River Capital
South Carolina
$261K +$257K +3,529 New
FM
143
Foster & Motley
Ohio
$261K +$257K +3,530 New
LG
144
LAM Group
Oregon
$259K +$146 +2 +0.1%
MWM
145
Maripau Wealth Management
Indiana
$252K +$248K +3,413 New
SAW
146
Signal Advisors Wealth
Michigan
$252K +$248K +3,413 New
RCAG
147
Rehmann Capital Advisory Group
Michigan
$236K
BJB
148
Broadhurst Jeffrey B
$231K +$227K +3,126 New
PWIA
149
Porter White Investment Advisors
Alabama
$223K -$23.4K -322 -10%
EWM
150
Empirical Wealth Management
Washington
$223K +$11.9K +163 +6%