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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
CMP
151
Coston McIsaac & Partners
Maine
$221K +$22K +302 +11%
AFO
152
Aurelius Family Office
New Hampshire
$219K +$8.3K +114 +4%
SM
153
Sensible Money
Arizona
$207K +$204K +2,799 New
DFP
154
Donalies Financial Planning
District of Columbia
$207K +$204K +2,797 New
SIAG
155
Safeguard Investment Advisory Group
California
$202K +$199K +2,734 New
ALWM
156
Andrews Lucia Wealth Management
California
$202K +$198K +2,724 New
CMBA
157
C.M. Bidwell & Associates
Hawaii
$196K
LI
158
LRI Investments
Florida
$182K +$16.2K +222 +10%
RLIM
159
Red Lighthouse Investment Management
New York
$173K +$63.6K +874 +60%
FF
160
Frankly Finances
Florida
$168K +$165K +2,267 New
Osaic Holdings
161
Osaic Holdings
Arizona
$148K -$92.1K -1,265 -39%
TC
162
Trust Company
Kansas
$141K +$139K +1,910 New
ADL
163
Asset Dedication LLC
California
$122K +$26.6K +365 +28%
CW
164
Curio Wealth
Maryland
$99.3K +$73 +1 +0.1%
CBT
165
Crews Bank & Trust
Florida
$93.6K
GJIA
166
Glass Jacobson Investment Advisors
Maryland
$90.8K +$49.6K +682 +125%
IPS
167
Investors Portfolio Services
Washington
$89K +$87.5K +1,203 New
NRWA
168
North Ridge Wealth Advisors
Oregon
$86.2K +$1.82K +25 +2%
SIC
169
SJS Investment Consulting
Ohio
$85.4K +$5.09K +70 +6%
PS
170
Pinney & Scofield
Massachusetts
$70.3K +$26.8K +368 +63%
ME
171
McIlrath & Eck
Washington
$64.5K +$3.57K +49 +6%
Morgan Stanley
172
Morgan Stanley
New York
$51.4K -$2.47K -34 -5%
MFC
173
Morris Financial Concepts
South Carolina
$49.5K -$19.2K -264 -28%
CWP
174
Concord Wealth Partners
Virginia
$45.1K -$68.3K -939 -61%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$43K