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Dimensional World Equity ETF

188 hedge funds and large institutions have $571M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
MWM
126
Modera Wealth Management
New Jersey
$388K
ASN
127
Advisory Services Network
Georgia
$362K
PFA
128
Pillar Financial Advisors
Kentucky
$361K
HCM
129
Hutchinson Capital Management
California
$333K
XPN
130
XY Planning Network
Montana
$329K
CWR
131
Chico Wealth RIA
California
$318K
BHWM
132
Beaird Harris Wealth Management
Texas
$317K
PFM
133
Phillips Financial Management
Indiana
$313K
KAM
134
KEB Asset Management
Illinois
$309K
IAG
135
Investment Advisory Group
Massachusetts
$309K
AFP
136
Ausdal Financial Partners
Iowa
$308K
FWM
137
Fonville Wealth Management
Virginia
$299K
TFM
138
TFC Financial Management
Massachusetts
$291K
SOAG
139
Silver Oak Advisory Group
Oregon
$285K
VWA
140
Vistica Wealth Advisors
California
$263K
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$262K
CRC
142
Catawba River Capital
South Carolina
$261K
FM
143
Foster & Motley
Ohio
$261K
LG
144
LAM Group
Oregon
$259K
MWM
145
Maripau Wealth Management
Indiana
$252K
SAW
146
Signal Advisors Wealth
Michigan
$252K
RCAG
147
Rehmann Capital Advisory Group
Michigan
$236K
PWIA
148
Porter White Investment Advisors
Alabama
$223K
EWM
149
Empirical Wealth Management
Washington
$223K
CMP
150
Coston McIsaac & Partners
Maine
$221K