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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
WA
176
Waverly Advisors
Alabama
$36.1K +$35.5K +488 New
VWM
177
Vermillion Wealth Management
Minnesota
$29.5K -$2.26K -31 -7%
AF
178
Allworth Financial
California
$18.5K
MCA
179
Maryland Capital Advisors
Maryland
$10.8K
GCM
180
Gunpowder Capital Management
Maryland
$10.5K +$10.3K +142 New
QC
181
Quent Capital
New York
$9.91K
EF
182
Entrust Financial
Pennsylvania
$8.99K +$8.8K +121 New
AF
183
Advisornet Financial
Minnesota
$8.39K +$8.22K +113 New
EWP
184
Elevation Wealth Partners
California
$5.92K
SC
185
SouthState Corp
Florida
$3.92K +$3.86K +53 New
LAMC
186
Longview Asset Management (California)
California
$2.81K +$2.77K +38 New
Bank of America
187
Bank of America
North Carolina
$2.52K
KA
188
Kozak & Associates
Colorado
$313 +$291 +4 New
CI
189
Cordant Inc
Oregon
$148
MSFS
190
Main Street Financial Solutions
Pennsylvania
-$3.49M -48,583 Closed
TWP
191
Total Wealth Planning
Ohio
-$536K -7,465 Closed
BJL
192
Brighton Jones LLC
Washington
-$367K -5,102 Closed
AL
193
Aspiriant LLC
California
-$237K -3,294 Closed
SFA
194
Sequoia Financial Advisors
Ohio
-$217K -3,021 Closed
DAS
195
Dynamic Advisor Solutions
Arizona
-$205K -2,852 Closed
CCM
196
Cloud Capital Management
Washington
-$54K -760 Closed
Royal Bank of Canada
197
Royal Bank of Canada
Ontario, Canada
-$40K -550 Closed
US Bancorp
198
US Bancorp
Minnesota
-$7.76K -108 Closed
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
-$6.97K -97 Closed
TIM
200
Tortoise Investment Management
New York
-$934 -13 Closed