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Dimensional World Equity ETF

86 hedge funds and large institutions have $201M invested in Dimensional World Equity ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.24%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
52
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFA
1
Arlington Financial Advisors
California
$31.6M 497,316 +10,102 +2%
FPF
2
First Pacific Financial
Washington
$27.2M 429,028 +50,255 +13%
DPW
3
DiNuzzo Private Wealth
Pennsylvania
$17M 268,426 -36,402 -12%
SIS
4
Strategic Investment Solutions
Illinois
$15.9M 250,204 +14,471 +6%
APG
5
Abacus Planning Group
South Carolina
$11.9M 187,839 +2,692 +1%
KSWWM
6
Keyes Stange & Wooten Wealth Management
Florida
$10.1M 159,131 +6,820 +4%
HWM
7
HFG Wealth Management
Texas
$8.97M 150,714
SCP
8
Sivia Capital Partners
California
$8.84M 139,312 +29,252 +27%
PWA
9
Physician Wealth Advisors
Utah
$7.82M 123,072 +12,362 +11%
BWIA
10
Bryant Woods Investment Advisors
New York
$7.09M 111,782 +111,782 New
SIM
11
Stratos Investment Management
Ohio
$5.76M 90,807 +6,073 +7%
AC
12
Apella Capital
Connecticut
$3.9M 61,943 +19,603 +46%
BIG
13
Builder Investment Group
Georgia
$3.53M 55,680 +3,750 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.01M 47,418 +2,894 +6%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$2.66M 41,901 +1,348 +3%
Jane Street
16
Jane Street
New York
$2.65M 41,807 +22,730 +119%
SSC
17
Syverson Strege & Co
Iowa
$2.35M 36,967 -1,541 -4%
EAM
18
Evanson Asset Management
California
$2.1M 33,149 +12,227 +58%
KF
19
Krilogy Financial
Missouri
$2.02M 31,840 +3,359 +12%
TWA
20
TCI Wealth Advisors
Arizona
$1.61M 25,351 +17,782 +235%
SFC
21
Sprinkle Financial Consultants
Colorado
$1.58M 24,936 +2,427 +11%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1.48M 23,347 +16,357 +234%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$1.39M 21,845 +21,845 New
SIG
24
Spinnaker Investment Group
California
$1.29M 20,284 +6,099 +43%
BIA
25
Barry Investment Advisors
Massachusetts
$1.1M 17,380 +2,365 +16%