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Dimensional World Equity ETF

147 hedge funds and large institutions have $384M invested in Dimensional World Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+8
Holders Change %
+5.76%
% of All Funds
1.97%
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
92
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPF
1
First Pacific Financial
Washington
$41.7M +$5.36M +79,848 +15%
AFA
2
Arlington Financial Advisors
California
$39.1M +$3.83M +57,146 +11%
WMN
3
Wealth Management Nebraska
Nebraska
$32.6M +$5.9M +88,342 +22%
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$16.5M -$473K -7,049 -3%
SIS
5
Strategic Investment Solutions
Illinois
$14.8M -$7.18M -106,662 -33%
APG
6
Abacus Planning Group
South Carolina
$14.6M +$208K +3,105 +1%
SIM
7
Stratos Investment Management
Ohio
$12.7M +$4.28M +63,757 +51%
KSWWM
8
Keyes Stange & Wooten Wealth Management
Florida
$10.7M -$124K -1,845 -1%
BWIA
9
Bryant Woods Investment Advisors
New York
$10.4M +$733K +10,931 +8%
SCP
10
Sivia Capital Partners
California
$10.3M +$575K +8,575 +6%
PWA
11
Physician Wealth Advisors
Utah
$9.86M +$55.3K +825 +0.6%
TFP
12
Triune Financial Partners
Kansas
$9.83M +$8.63M +128,710 +724%
MPW
13
MASECO Private Wealth
$8.98M +$8.98M +133,950 New
MWM
14
McMill Wealth Management
Nebraska
$8.19M +$1.35M +20,127 +20%
HWM
15
HFG Wealth Management
Texas
$7.3M -$730K -11,910 -9%
AIS
16
American Investment Services
Massachusetts
$6.89M -$119K -1,774 -2%
RHP
17
Royal Harbor Partners
Texas
$6.88M +$6.88M +102,632 New
AC
18
Apella Capital
Connecticut
$6.62M +$690K +10,237 +12%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$5.48M +$5.48M +81,636 +100,785%
EAM
20
Evanson Asset Management
California
$4.19M +$297K +4,429 +8%
BIG
21
Builder Investment Group
Georgia
$4.19M +$106K +1,582 +3%
TWA
22
TCI Wealth Advisors
Arizona
$4.14M +$1.58M +23,607 +62%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.12M +$564K +8,412 +16%
SCA
24
Strathmore Capital Advisors
North Carolina
$3.91M +$3.91M +57,586 New
LPL Financial
25
LPL Financial
California
$3.3M -$398K -5,927 -11%