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Dimensional World Equity ETF

201 hedge funds and large institutions have $635M invested in Dimensional World Equity ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
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
PS
176
Pinney & Scofield
Massachusetts
$89.2K
IPS
177
Investors Portfolio Services
Washington
$89K
CSPIA
178
Cary Street Partners Investment Advisory
Virginia
$64.4K
BH
179
Burk Holdings
Oklahoma
$60.6K
MFC
180
Morris Financial Concepts
South Carolina
$49.4K
Morgan Stanley
181
Morgan Stanley
New York
$49.1K
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$43.2K
EWP
183
Elevation Wealth Partners
California
$39.2K
WA
184
Waverly Advisors
Alabama
$36.1K
YAL
185
Your Advocates Ltd
Texas
$16.9K
EF
186
Entrust Financial
Pennsylvania
$14.8K
SPIA
187
Steward Partners Investment Advisory
New York
$14.8K
AAS
188
Ameritas Advisory Services
Nebraska
$11K
UBS Group
189
UBS Group
Switzerland
$10.7K
AFC
190
Ares Financial Consulting
California
$10.4K
QC
191
Quent Capital
New York
$9.89K
Fidelity Investments
192
Fidelity Investments
Massachusetts
$9.59K
AF
193
Advisornet Financial
Minnesota
$9.57K
MWA
194
Medallion Wealth Advisors
Connecticut
$5.53K
VWM
195
Vermillion Wealth Management
Minnesota
$5.2K
LAMC
196
Longview Asset Management (California)
California
$2.88K
GWM
197
Grand Wealth Management
Michigan
$2.76K
KA
198
Kozak & Associates
Colorado
$320
AGWCA
199
Annis Gardner Whiting Capital Advisors
Florida
$296
FVIM
200
Fort Vancouver Investment Management
Washington
$222