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
SWP
151
Stratos Wealth Partners
Ohio
$252K
RCAG
152
Rehmann Capital Advisory Group
Michigan
$235K
FFM
153
Forum Financial Management
Illinois
$227K
DFP
154
Donalies Financial Planning
District of Columbia
$219K
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$218K
ALWM
156
Andrews Lucia Wealth Management
California
$215K
CMP
157
Coston McIsaac & Partners
Maine
$211K
MWM
158
Mission Wealth Management
California
$205K
TL
159
Tradewinds LLC
North Carolina
$205K
AFO
160
Aurelius Family Office
New Hampshire
$204K
IAG
161
Investmark Advisory Group
Connecticut
$200K
UWM
162
USAdvisors Wealth Management
Minnesota
$200K
CMBA
163
C.M. Bidwell & Associates
Hawaii
$199K
PFM
164
Phillips Financial Management
Indiana
$194K
FF
165
Frankly Finances
Florida
$170K
Osaic Holdings
166
Osaic Holdings
Arizona
$152K
TC
167
Trust Company
Kansas
$141K
ME
168
McIlrath & Eck
Washington
$131K
GJIA
169
Glass Jacobson Investment Advisors
Maryland
$93.5K
CBT
170
Crews Bank & Trust
Florida
$93.3K
CW
171
Curio Wealth
Maryland
$93.3K
GCM
172
Gunpowder Capital Management
Maryland
$92.2K
NRWA
173
North Ridge Wealth Advisors
Oregon
$90.6K
SIC
174
SJS Investment Consulting
Ohio
$89.3K
PS
175
Pinney & Scofield
Massachusetts
$89.2K