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Dimensional World Equity ETF

189 hedge funds and large institutions have $571M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 20

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $449M → $571M (+$122M)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

15% more funds holding

Funds holding: 164189 (+25)

7.16% more ownership

Funds ownership: 50.39%57.56% (+7.2%)

Holders
189
Holders Change
+25
Holders Change %
+15.24%
% of All Funds
2.3%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
38
Increased
116
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$60.4M +$11M +151,594 +23%
WMN
2
Wealth Management Nebraska
Nebraska
$50M +$5.92M +81,316 +14%
AFA
3
Arlington Financial Advisors
California
$47.4M +$1.62M +22,204 +4%
FFA
4
Farther Finance Advisors
California
$25.8M +$25.3M +347,010 +26,611%
SIS
5
Strategic Investment Solutions
Illinois
$21M +$3.18M +43,689 +18%
DPW
6
DiNuzzo Private Wealth
Pennsylvania
$17.4M -$637K -8,747 -4%
APG
7
Abacus Planning Group
South Carolina
$15.2M +$214K +2,943 +1%
MWM
8
McMill Wealth Management
Nebraska
$13.2M +$2.27M +31,200 +21%
SIM
9
Stratos Investment Management
Ohio
$12.2M +$708K +9,725 +6%
SCP
10
Sivia Capital Partners
California
$12.1M +$352K +4,832 +3%
KSWWM
11
Keyes Stange & Wooten Wealth Management
Florida
$12M +$60.7K +834 +0.5%
BWIA
12
Bryant Woods Investment Advisors
New York
$11.7M -$59.5K -818 -0.5%
PWA
13
Physician Wealth Advisors
Utah
$11.2M -$309K -4,247 -3%
TFP
14
Triune Financial Partners
Kansas
$11M +$78.5K +1,079 +0.8%
GA
15
Greenspring Advisors
Maryland
$10.9M +$10.4M +143,024 +3,434%
MPW
16
MASECO Private Wealth
$10.1M +$176K +2,421 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$10M +$1.55M +21,367 +19%
HWM
18
HFG Wealth Management
Texas
$10M +$201K +2,765 +2%
PL
19
Plancorp LLC
Missouri
$9.78M +$4.65M +63,968 +94%
AC
20
Apella Capital
Connecticut
$9.43M +$1.4M +19,240 +18%
RHP
21
Royal Harbor Partners
Texas
$8.74M +$624K +8,574 +8%
AIS
22
American Investment Services
Massachusetts
$8.32M +$706K +9,702 +9%
DFS
23
Demming Financial Services
Ohio
$6.96M +$6.84M +94,044 New
SCA
24
Strathmore Capital Advisors
North Carolina
$6.37M +$1.7M +23,345 +37%
EAM
25
Evanson Asset Management
California
$6.27M +$964K +13,244 +19%