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Dimensional World Equity ETF

185 hedge funds and large institutions have $563M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
ASN
126
Advisory Services Network
Georgia
$362K
PFA
127
Pillar Financial Advisors
Kentucky
$361K
HCM
128
Hutchinson Capital Management
California
$333K
XPN
129
XY Planning Network
Montana
$329K
CWR
130
Chico Wealth RIA
California
$318K
BHWM
131
Beaird Harris Wealth Management
Texas
$317K
PFM
132
Phillips Financial Management
Indiana
$313K
KAM
133
KEB Asset Management
Illinois
$309K
IAG
134
Investment Advisory Group
Massachusetts
$309K
AFP
135
Ausdal Financial Partners
Iowa
$308K
FWM
136
Fonville Wealth Management
Virginia
$299K
TFM
137
TFC Financial Management
Massachusetts
$291K
SOAG
138
Silver Oak Advisory Group
Oregon
$285K
VWA
139
Vistica Wealth Advisors
California
$263K
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$262K
CRC
141
Catawba River Capital
South Carolina
$261K
FM
142
Foster & Motley
Ohio
$261K
LG
143
LAM Group
Oregon
$259K
MWM
144
Maripau Wealth Management
Indiana
$252K
SAW
145
Signal Advisors Wealth
Michigan
$252K
PWIA
146
Porter White Investment Advisors
Alabama
$223K
EWM
147
Empirical Wealth Management
Washington
$223K
CMP
148
Coston McIsaac & Partners
Maine
$221K
AFO
149
Aurelius Family Office
New Hampshire
$219K
SM
150
Sensible Money
Arizona
$207K