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Dimensional World Equity ETF

148 hedge funds and large institutions have $385M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $304M → $385M (+$80.6M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 139148 (+9)

2.26% more ownership

Funds ownership: 48.58%50.83% (+2.3%)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
1.95%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
24
Increased
93
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$41.7M +$5M +79,848 +15%
AFA
2
Arlington Financial Advisors
California
$39.1M +$3.58M +57,146 +11%
WMN
3
Wealth Management Nebraska
Nebraska
$32.6M +$5.53M +88,342 +22%
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$16.5M -$441K -7,049 -3%
SIS
5
Strategic Investment Solutions
Illinois
$14.8M -$6.68M -106,662 -33%
APG
6
Abacus Planning Group
South Carolina
$14.6M +$194K +3,105 +1%
SIM
7
Stratos Investment Management
Ohio
$12.7M +$3.99M +63,757 +51%
KSWWM
8
Keyes Stange & Wooten Wealth Management
Florida
$10.7M -$115K -1,845 -1%
BWIA
9
Bryant Woods Investment Advisors
New York
$10.4M +$684K +10,931 +8%
SCP
10
Sivia Capital Partners
California
$10.3M +$537K +8,575 +6%
PWA
11
Physician Wealth Advisors
Utah
$9.86M +$51.6K +825 +0.6%
TFP
12
Triune Financial Partners
Kansas
$9.83M +$8.06M +128,710 +724%
MPW
13
MASECO Private Wealth
$8.98M +$8.38M +133,950 New
MWM
14
McMill Wealth Management
Nebraska
$8.19M +$1.26M +20,127 +20%
HWM
15
HFG Wealth Management
Texas
$7.3M -$745K -11,910 -9%
AIS
16
American Investment Services
Massachusetts
$6.89M -$111K -1,774 -2%
RHP
17
Royal Harbor Partners
Texas
$6.88M +$6.42M +102,632 New
AC
18
Apella Capital
Connecticut
$6.62M +$641K +10,237 +12%
JP Morgan Chase
19
JP Morgan Chase
New York
$5.48M +$5.11M +81,636 +100,785%
EAM
20
Evanson Asset Management
California
$4.19M +$277K +4,429 +8%
BIG
21
Builder Investment Group
Georgia
$4.19M +$99K +1,582 +3%
TWA
22
TCI Wealth Advisors
Arizona
$4.14M +$1.48M +23,607 +62%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.12M +$526K +8,412 +16%
SCA
24
Strathmore Capital Advisors
North Carolina
$3.91M +$3.6M +57,586 New
LPL Financial
25
LPL Financial
California
$3.3M -$371K -5,927 -11%

DFAW Hedge Fund Activity: Q2 2025 in Review

148 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dimensional World Equity ETF (DFAW) for Q2 2025, worth a combined $385M — up 27% from $304M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFAW positions and 12 closed out — a net gain of 12 holders — while 93 added to existing stakes and 25 trimmed.

The largest buyer was Triune Financial Partners, adding an estimated $8.06M. The largest seller was Strategic Investment Solutions, cutting an estimated $6.68M.

  • 148 institutional investors held Dimensional World Equity ETF (DFAW) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $385M of Dimensional World Equity ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 24 funds opened new Dimensional World Equity ETF positions in Q2 2025 and 12 closed out, a net change of +12 holders.
  • The largest Dimensional World Equity ETF buyer in Q2 2025 was Triune Financial Partners, an estimated $8.06M added.
  • The largest Dimensional World Equity ETF seller in Q2 2025 was Strategic Investment Solutions, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2025.