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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
IPS
176
Investors Portfolio Services
Washington
$89K
CSPIA
177
Cary Street Partners Investment Advisory
Virginia
$64.4K
BH
178
Burk Holdings
Oklahoma
$60.6K
MFC
179
Morris Financial Concepts
South Carolina
$49.4K
Morgan Stanley
180
Morgan Stanley
New York
$49.1K
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$43.2K
EWP
182
Elevation Wealth Partners
California
$39.2K
WA
183
Waverly Advisors
Alabama
$36.1K
YAL
184
Your Advocates Ltd
Texas
$16.9K
EF
185
Entrust Financial
Pennsylvania
$14.8K
SPIA
186
Steward Partners Investment Advisory
New York
$14.8K
AAS
187
Ameritas Advisory Services
Nebraska
$11K
UBS Group
188
UBS Group
Switzerland
$10.7K
AFC
189
Ares Financial Consulting
California
$10.4K
QC
190
Quent Capital
New York
$9.89K
Fidelity Investments
191
Fidelity Investments
Massachusetts
$9.59K
AF
192
Advisornet Financial
Minnesota
$9.57K
MWA
193
Medallion Wealth Advisors
Connecticut
$5.53K
VWM
194
Vermillion Wealth Management
Minnesota
$5.2K
LAMC
195
Longview Asset Management (California)
California
$2.88K
GWM
196
Grand Wealth Management
Michigan
$2.76K
KA
197
Kozak & Associates
Colorado
$320
AGWCA
198
Annis Gardner Whiting Capital Advisors
Florida
$296
FVIM
199
Fort Vancouver Investment Management
Washington
$222
CI
200
Cordant Inc
Oregon
$148