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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

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

17% more capital invested

Capital invested by funds: $385M → $449M (+$64.6M)

11% more funds holding

Funds holding: 148164 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.44% less ownership

Funds ownership: 50.83%50.39% (-0.44%)

Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
2.15%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
21
Increased
103
Reduced
28
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$47.7M +$2.96M +42,579 +7%
AFA
2
Arlington Financial Advisors
California
$44.4M +$2.44M +35,086 +6%
WMN
3
Wealth Management Nebraska
Nebraska
$42.7M +$7.4M +106,322 +22%
SIS
4
Strategic Investment Solutions
Illinois
$17.2M +$1.3M +18,623 +8%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$17.1M -$180K -2,591 -1%
APG
6
Abacus Planning Group
South Carolina
$14.6M -$1.03M -14,753 -7%
KSWWM
7
Keyes Stange & Wooten Wealth Management
Florida
$11.6M +$144K +2,073 +1%
BWIA
8
Bryant Woods Investment Advisors
New York
$11.5M +$317K +4,551 +3%
SCP
9
Sivia Capital Partners
California
$11.4M +$410K +5,894 +4%
SIM
10
Stratos Investment Management
Ohio
$11.2M -$2.29M -32,946 -17%
PWA
11
Physician Wealth Advisors
Utah
$11.2M +$598K +8,602 +6%
MWM
12
McMill Wealth Management
Nebraska
$10.6M +$1.76M +25,231 +21%
TFP
13
Triune Financial Partners
Kansas
$10.2M -$309K -4,435 -3%
MPW
14
MASECO Private Wealth
$9.62M -$1.39K -20 -0%
HWM
15
HFG Wealth Management
Texas
$9.53M +$930K +13,374 +11%
JP Morgan Chase
16
JP Morgan Chase
New York
$8.19M +$2.25M +32,313 +40%
RHP
17
Royal Harbor Partners
Texas
$7.87M +$478K +6,877 +7%
AC
18
Apella Capital
Connecticut
$7.72M +$705K +10,141 +10%
AIS
19
American Investment Services
Massachusetts
$7.38M +$209 +3 +0%
EAM
20
Evanson Asset Management
California
$5.14M +$623K +8,950 +14%
TWA
21
TCI Wealth Advisors
Arizona
$5.02M +$562K +8,084 +13%
PL
22
Plancorp LLC
Missouri
$4.91M +$1.4M +20,074 +42%
AC
23
Annandale Capital
Texas
$4.88M +$209 +3 +0%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.77M +$346K +4,981 +8%
BIG
25
Builder Investment Group
Georgia
$4.55M +$66.5K +956 +2%