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Dimensional World Equity ETF

31 hedge funds and large institutions have $71.1M invested in Dimensional World Equity ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+25
Holders Change %
+416.67%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
4
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DPW
1
DiNuzzo Private Wealth
Pennsylvania
$19M 345,214 +345,214 New
APG
2
Abacus Planning Group
South Carolina
$9.57M 174,372 +11,452 +7%
FPF
3
First Pacific Financial
Washington
$9.44M 171,942 +171,942 New
HWM
4
HFG Wealth Management
Texas
$8.8M 160,326 +160,326 New
SIS
5
Strategic Investment Solutions
Illinois
$6.93M 126,244 +126,226 +701,256%
SCP
6
Sivia Capital Partners
California
$5.34M 97,275 +97,275 New
BIG
7
Builder Investment Group
Georgia
$2.58M 47,033 +19,096 +68%
PWA
8
Physician Wealth Advisors
Utah
$2.05M 37,568 +37,568 New
AC
9
Apella Capital
Connecticut
$918K 17,042 +17,042 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$819K 14,920 +14,920 New
SSC
11
Syverson Strege & Co
Iowa
$797K 14,508 +14,508 New
BWIA
12
Bryant Woods Investment Advisors
New York
$711K 12,940 +12,940 New
AFA
13
Arlington Financial Advisors
California
$693K 12,617 +12,617 New
MSFS
14
Main Street Financial Solutions
Pennsylvania
$624K 11,368 +11,368 New
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$544K 9,914 +9,914 New
SFC
16
Sprinkle Financial Consultants
Colorado
$473K 8,618 +8,618 New
RFP
17
Root Financial Partners
California
$384K 6,986 +6,986 New
BPA
18
Beacon Pointe Advisors
California
$351K 6,386 +6,386 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$320K 5,831 +5,831 New
SIG
20
Spinnaker Investment Group
California
$242K 4,416 +4,416 New
PWIA
21
Porter White Investment Advisors
Alabama
$202K 3,681 +3,681 New
PFM
22
Phillips Financial Management
Indiana
$91.7K 1,670 +666 +66%
CWP
23
Concord Wealth Partners
Virginia
$62.2K 1,133 +1,133 New
RWM
24
Ruedi Wealth Management
Illinois
$53K 965 +965 New
ME
25
McIlrath & Eck
Washington
$33.3K 607 +607 New