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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
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$33.2M
AFA
2
Arlington Financial Advisors
California
$32.2M
WMN
3
Wealth Management Nebraska
Nebraska
$24.5M
SIS
4
Strategic Investment Solutions
Illinois
$20M
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$15.5M
APG
6
Abacus Planning Group
South Carolina
$13.1M
KSWWM
7
Keyes Stange & Wooten Wealth Management
Florida
$9.87M
PWA
8
Physician Wealth Advisors
Utah
$8.96M
SCP
9
Sivia Capital Partners
California
$8.84M
BWIA
10
Bryant Woods Investment Advisors
New York
$8.83M
HWM
11
HFG Wealth Management
Texas
$8.19M
SIM
12
Stratos Investment Management
Ohio
$7.66M
AIS
13
American Investment Services
Massachusetts
$6.4M
MWM
14
McMill Wealth Management
Nebraska
$6.27M
AC
15
Apella Capital
Connecticut
$5.18M
BIG
16
Builder Investment Group
Georgia
$3.73M
EAM
17
Evanson Asset Management
California
$3.56M
LPL Financial
18
LPL Financial
California
$3.38M
PCIA
19
Prime Capital Investment Advisors
Kansas
$3.29M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.25M
Raymond James Financial
21
Raymond James Financial
Florida
$2.88M
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$2.75M
MG
23
Mather Group
Illinois
$2.68M
MSFS
24
Main Street Financial Solutions
Pennsylvania
$2.59M
SFC
25
Sprinkle Financial Consultants
Colorado
$2.34M