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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
Holders
139
Holders Change
+14
Holders Change %
+11.2%
% of All Funds
1.89%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
20
Increased
79
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPF
1
First Pacific Financial
Washington
$33.2M +$3.26M +53,142 +11%
AFA
2
Arlington Financial Advisors
California
$32.2M +$730K +11,917 +2%
WMN
3
Wealth Management Nebraska
Nebraska
$24.5M +$4.4M +71,790 +22%
SIS
4
Strategic Investment Solutions
Illinois
$20M +$6.97M +113,709 +53%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$15.5M -$272K -4,435 -2%
APG
6
Abacus Planning Group
South Carolina
$13.1M +$1.18M +19,218 +10%
KSWWM
7
Keyes Stange & Wooten Wealth Management
Florida
$9.87M -$697K -11,373 -7%
PWA
8
Physician Wealth Advisors
Utah
$8.96M +$324K +5,283 +4%
SCP
9
Sivia Capital Partners
California
$8.84M -$557K -9,087 -6%
BWIA
10
Bryant Woods Investment Advisors
New York
$8.83M +$1.35M +22,106 +18%
HWM
11
HFG Wealth Management
Texas
$8.19M -$616K -9,855 -7%
SIM
12
Stratos Investment Management
Ohio
$7.66M +$3.12M +50,855 +69%
AIS
13
American Investment Services
Massachusetts
$6.4M +$230K +3,761 +4%
MWM
14
McMill Wealth Management
Nebraska
$6.27M +$1.47M +23,960 +31%
AC
15
Apella Capital
Connecticut
$5.18M +$1.12M +18,918 +27%
BIG
16
Builder Investment Group
Georgia
$3.73M +$67.1K +1,095 +2%
EAM
17
Evanson Asset Management
California
$3.56M +$741K +12,093 +26%
LPL Financial
18
LPL Financial
California
$3.38M +$2.17M +35,410 +179%
PCIA
19
Prime Capital Investment Advisors
Kansas
$3.29M +$3.29M +53,703 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.25M +$219K +3,577 +7%
Raymond James Financial
21
Raymond James Financial
Florida
$2.88M +$2.88M +46,935 New
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$2.75M +$2.22M +36,282 +425%
MG
23
Mather Group
Illinois
$2.68M +$2.55M +41,619 +1,907%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$2.59M +$26.2K +427 +1%
SFC
25
Sprinkle Financial Consultants
Colorado
$2.34M +$349K +5,690 +17%