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Dimensional World Equity ETF

139 hedge funds and large institutions have $304M invested in Dimensional World Equity ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

216% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 25

12% more capital invested

Capital invested by funds: $272M → $304M (+$32.3M)

11% more funds holding

Funds holding: 125139 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.62% less ownership

Funds ownership: 49.2%48.58% (-0.62%)

Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
1.86%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
20
Increased
79
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$33.2M +$3.36M +53,142 +11%
AFA
2
Arlington Financial Advisors
California
$32.2M +$754K +11,917 +2%
WMN
3
Wealth Management Nebraska
Nebraska
$24.5M +$4.55M +71,790 +22%
SIS
4
Strategic Investment Solutions
Illinois
$20M +$7.2M +113,709 +53%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$15.5M -$281K -4,435 -2%
APG
6
Abacus Planning Group
South Carolina
$13.1M +$1.22M +19,218 +10%
KSWWM
7
Keyes Stange & Wooten Wealth Management
Florida
$9.87M -$720K -11,373 -7%
PWA
8
Physician Wealth Advisors
Utah
$8.96M +$334K +5,283 +4%
SCP
9
Sivia Capital Partners
California
$8.84M -$575K -9,087 -6%
BWIA
10
Bryant Woods Investment Advisors
New York
$8.83M +$1.4M +22,106 +18%
HWM
11
HFG Wealth Management
Texas
$8.19M -$624K -9,855 -7%
SIM
12
Stratos Investment Management
Ohio
$7.66M +$3.22M +50,855 +69%
AIS
13
American Investment Services
Massachusetts
$6.4M +$238K +3,761 +4%
MWM
14
McMill Wealth Management
Nebraska
$6.27M +$1.52M +23,960 +31%
AC
15
Apella Capital
Connecticut
$5.18M +$1.2M +18,918 +27%
BIG
16
Builder Investment Group
Georgia
$3.73M +$69.3K +1,095 +2%
EAM
17
Evanson Asset Management
California
$3.56M +$766K +12,093 +26%
LPL Financial
18
LPL Financial
California
$3.38M +$2.24M +35,410 +179%
PCIA
19
Prime Capital Investment Advisors
Kansas
$3.29M +$3.4M +53,703 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.25M +$226K +3,577 +7%
Raymond James Financial
21
Raymond James Financial
Florida
$2.88M +$2.97M +46,935 New
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$2.75M +$2.3M +36,282 +425%
MG
23
Mather Group
Illinois
$2.68M +$2.63M +41,619 +1,907%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$2.59M +$27K +427 +1%
SFC
25
Sprinkle Financial Consultants
Colorado
$2.34M +$360K +5,690 +17%

DFAW Hedge Fund Activity: Q1 2025 in Review

139 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q1 2025, worth a combined $304M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFAW positions and 4 closed out — a net gain of 16 holders — while 79 added to existing stakes and 25 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $7.2M. The largest seller was JP Wealth Management, exiting entirely with an estimated $13M sold.

  • 139 institutional investors held Dimensional World Equity ETF (DFAW) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $304M of Dimensional World Equity ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 20 funds opened new Dimensional World Equity ETF positions in Q1 2025 and 4 closed out, a net change of +16 holders.
  • The largest Dimensional World Equity ETF buyer in Q1 2025 was Strategic Investment Solutions, an estimated $7.2M added.
  • The largest Dimensional World Equity ETF seller in Q1 2025 was JP Wealth Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.