DFAW icon

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
DFP
151
Donalies Financial Planning
District of Columbia
$207K
SIAG
152
Safeguard Investment Advisory Group
California
$202K
ALWM
153
Andrews Lucia Wealth Management
California
$202K
CMBA
154
C.M. Bidwell & Associates
Hawaii
$196K
LI
155
LRI Investments
Florida
$182K
RLIM
156
Red Lighthouse Investment Management
New York
$173K
FF
157
Frankly Finances
Florida
$168K
Osaic Holdings
158
Osaic Holdings
Arizona
$148K
TC
159
Trust Company
Kansas
$141K
ADL
160
Asset Dedication LLC
California
$122K
CW
161
Curio Wealth
Maryland
$99.3K
CBT
162
Crews Bank & Trust
Florida
$93.6K
GJIA
163
Glass Jacobson Investment Advisors
Maryland
$90.8K
IPS
164
Investors Portfolio Services
Washington
$89K
NRWA
165
North Ridge Wealth Advisors
Oregon
$86.2K
SIC
166
SJS Investment Consulting
Ohio
$85.4K
PS
167
Pinney & Scofield
Massachusetts
$70.3K
ME
168
McIlrath & Eck
Washington
$64.5K
Morgan Stanley
169
Morgan Stanley
New York
$51.4K
MFC
170
Morris Financial Concepts
South Carolina
$49.5K
CWP
171
Concord Wealth Partners
Virginia
$45.1K
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$43K
WA
173
Waverly Advisors
Alabama
$36.1K
VWM
174
Vermillion Wealth Management
Minnesota
$29.5K
AF
175
Allworth Financial
California
$18.5K