DFAW icon

Dimensional World Equity ETF

200 hedge funds and large institutions have $634M invested in Dimensional World Equity ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
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
LI
127
LRI Investments
Florida
$373K
AFP
128
Ausdal Financial Partners
Iowa
$372K
ASN
129
Advisory Services Network
Georgia
$369K
EH
130
Equitable Holdings
New York
$365K
HFA
131
Hippocratic Financial Advisors
California
$360K
XPN
132
XY Planning Network
Montana
$360K
KAM
133
KEB Asset Management
Illinois
$353K
PFA
134
Pillar Financial Advisors
Kentucky
$350K
EFP
135
Elser Financial Planning
Indiana
$340K
BHWM
136
Beaird Harris Wealth Management
Texas
$339K
HCM
137
Hutchinson Capital Management
California
$335K
CCM
138
Cloud Capital Management
Washington
$316K
HI
139
Harbour Investments
Wisconsin
$311K
IAG
140
Investment Advisory Group
Massachusetts
$308K
AFA
141
Alpha Financial Advisors
North Carolina
$305K
FWM
142
Fonville Wealth Management
Virginia
$298K
SOAG
143
Silver Oak Advisory Group
Oregon
$292K
EWM
144
Empirical Wealth Management
Washington
$280K
CRC
145
Catawba River Capital
South Carolina
$276K
FM
146
Foster & Motley
Ohio
$273K
IA
147
Inspire Advisors
Idaho
$266K
VWA
148
Vistica Wealth Advisors
California
$263K
LG
149
LAM Group
Oregon
$258K
MWM
150
Maripau Wealth Management
Indiana
$252K