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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
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
$41.7M
AFA
2
Arlington Financial Advisors
California
$39.1M
WMN
3
Wealth Management Nebraska
Nebraska
$32.6M
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$16.5M
SIS
5
Strategic Investment Solutions
Illinois
$14.8M
APG
6
Abacus Planning Group
South Carolina
$14.6M
SIM
7
Stratos Investment Management
Ohio
$12.7M
KSWWM
8
Keyes Stange & Wooten Wealth Management
Florida
$10.7M
BWIA
9
Bryant Woods Investment Advisors
New York
$10.4M
SCP
10
Sivia Capital Partners
California
$10.3M
PWA
11
Physician Wealth Advisors
Utah
$9.86M
TFP
12
Triune Financial Partners
Kansas
$9.83M
MPW
13
MASECO Private Wealth
$8.98M
MWM
14
McMill Wealth Management
Nebraska
$8.19M
HWM
15
HFG Wealth Management
Texas
$7.3M
AIS
16
American Investment Services
Massachusetts
$6.89M
RHP
17
Royal Harbor Partners
Texas
$6.88M
AC
18
Apella Capital
Connecticut
$6.62M
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$5.48M
EAM
20
Evanson Asset Management
California
$4.19M
BIG
21
Builder Investment Group
Georgia
$4.19M
TWA
22
TCI Wealth Advisors
Arizona
$4.14M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.12M
SCA
24
Strathmore Capital Advisors
North Carolina
$3.91M
LPL Financial
25
LPL Financial
California
$3.3M