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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
AFO
151
Aurelius Family Office
New Hampshire
$219K
SM
152
Sensible Money
Arizona
$207K
DFP
153
Donalies Financial Planning
District of Columbia
$207K
SIAG
154
Safeguard Investment Advisory Group
California
$202K
ALWM
155
Andrews Lucia Wealth Management
California
$202K
CMBA
156
C.M. Bidwell & Associates
Hawaii
$196K
LI
157
LRI Investments
Florida
$182K
RLIM
158
Red Lighthouse Investment Management
New York
$173K
FF
159
Frankly Finances
Florida
$168K
Osaic Holdings
160
Osaic Holdings
Arizona
$148K
TC
161
Trust Company
Kansas
$141K
ADL
162
Asset Dedication LLC
California
$122K
CW
163
Curio Wealth
Maryland
$99.3K
CBT
164
Crews Bank & Trust
Florida
$93.6K
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$90.8K
IPS
166
Investors Portfolio Services
Washington
$89K
NRWA
167
North Ridge Wealth Advisors
Oregon
$86.2K
SIC
168
SJS Investment Consulting
Ohio
$85.4K
PS
169
Pinney & Scofield
Massachusetts
$70.3K
ME
170
McIlrath & Eck
Washington
$64.5K
Morgan Stanley
171
Morgan Stanley
New York
$51.4K
MFC
172
Morris Financial Concepts
South Carolina
$49.5K
CWP
173
Concord Wealth Partners
Virginia
$45.1K
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$43K
WA
175
Waverly Advisors
Alabama
$36.1K