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Dimensional World Equity ETF

164 hedge funds and large institutions have $449M invested in Dimensional World Equity ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
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
$47.7M
AFA
2
Arlington Financial Advisors
California
$44.4M
WMN
3
Wealth Management Nebraska
Nebraska
$42.7M
SIS
4
Strategic Investment Solutions
Illinois
$17.2M
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$17.1M
APG
6
Abacus Planning Group
South Carolina
$14.6M
KSWWM
7
Keyes Stange & Wooten Wealth Management
Florida
$11.6M
BWIA
8
Bryant Woods Investment Advisors
New York
$11.5M
SCP
9
Sivia Capital Partners
California
$11.4M
SIM
10
Stratos Investment Management
Ohio
$11.2M
PWA
11
Physician Wealth Advisors
Utah
$11.2M
MWM
12
McMill Wealth Management
Nebraska
$10.6M
TFP
13
Triune Financial Partners
Kansas
$10.2M
MPW
14
MASECO Private Wealth
$9.62M
HWM
15
HFG Wealth Management
Texas
$9.53M
JP Morgan Chase
16
JP Morgan Chase
New York
$8.19M
RHP
17
Royal Harbor Partners
Texas
$7.87M
AC
18
Apella Capital
Connecticut
$7.72M
AIS
19
American Investment Services
Massachusetts
$7.38M
EAM
20
Evanson Asset Management
California
$5.14M
TWA
21
TCI Wealth Advisors
Arizona
$5.02M
PL
22
Plancorp LLC
Missouri
$4.91M
AC
23
Annandale Capital
Texas
$4.88M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.77M
BIG
25
Builder Investment Group
Georgia
$4.55M