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Dimensional World Equity ETF

125 hedge funds and large institutions have $272M invested in Dimensional World Equity ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
125
Holders Change
+39
Holders Change %
+45.35%
% of All Funds
1.66%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
42
Increased
57
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFA
1
Arlington Financial Advisors
California
$32.1M 513,998 +16,682 +3%
FPF
2
First Pacific Financial
Washington
$30.5M 488,644 +59,616 +14%
WMN
3
Wealth Management Nebraska
Nebraska
$20.5M 327,434 +327,434 New
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$16.1M 257,656 -10,770 -4%
JWM
5
JP Wealth Management
South Carolina
$13M 208,177 +208,177 New
SIS
6
Strategic Investment Solutions
Illinois
$12.9M 213,196 -37,008 -15%
APG
7
Abacus Planning Group
South Carolina
$12.2M 195,198 +7,359 +4%
KSWWM
8
Keyes Stange & Wooten Wealth Management
Florida
$10.8M 172,437 +13,306 +8%
SCP
9
Sivia Capital Partners
California
$9.58M 153,335 +14,023 +10%
HWM
10
HFG Wealth Management
Texas
$8.95M 140,968 -9,746 -6%
PWA
11
Physician Wealth Advisors
Utah
$8.8M 140,935 +17,863 +15%
BWIA
12
Bryant Woods Investment Advisors
New York
$7.62M 121,970 +10,188 +9%
AIS
13
American Investment Services
Massachusetts
$6.29M 100,735 +90,181 +854%
MWM
14
McMill Wealth Management
Nebraska
$4.9M 78,438 +78,438 New
SIM
15
Stratos Investment Management
Ohio
$4.63M 74,182 -16,625 -18%
AC
16
Apella Capital
Connecticut
$4.31M 68,972 +7,029 +11%
BIG
17
Builder Investment Group
Georgia
$3.73M 59,721 +4,041 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.09M 49,440 +2,022 +4%
EAM
19
Evanson Asset Management
California
$2.87M 46,003 +12,854 +39%
Jane Street
20
Jane Street
New York
$2.69M 43,010 +1,203 +3%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$2.62M 41,901
SSC
22
Syverson Strege & Co
Iowa
$2.28M 36,485 -482 -1%
AIA
23
AssuredPartners Investment Advisors
Florida
$2.12M 33,903 +33,903 New
TWA
24
TCI Wealth Advisors
Arizona
$2.1M 33,632 +8,281 +33%
SFC
25
Sprinkle Financial Consultants
Colorado
$2.03M 32,566 +7,630 +31%