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Dimensional World Equity ETF

185 hedge funds and large institutions have $563M invested in Dimensional World Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
$60.4M
WMN
2
Wealth Management Nebraska
Nebraska
$50M
AFA
3
Arlington Financial Advisors
California
$47.4M
FFA
4
Farther Finance Advisors
California
$25.8M
SIS
5
Strategic Investment Solutions
Illinois
$21M
DPW
6
DiNuzzo Private Wealth
Pennsylvania
$17.4M
APG
7
Abacus Planning Group
South Carolina
$15.2M
MWM
8
McMill Wealth Management
Nebraska
$13.2M
SIM
9
Stratos Investment Management
Ohio
$12.2M
SCP
10
Sivia Capital Partners
California
$12.1M
KSWWM
11
Keyes Stange & Wooten Wealth Management
Florida
$12M
BWIA
12
Bryant Woods Investment Advisors
New York
$11.7M
PWA
13
Physician Wealth Advisors
Utah
$11.2M
TFP
14
Triune Financial Partners
Kansas
$11M
GA
15
Greenspring Advisors
Maryland
$10.9M
MPW
16
MASECO Private Wealth
$10.1M
JP Morgan Chase
17
JP Morgan Chase
New York
$10M
HWM
18
HFG Wealth Management
Texas
$10M
PL
19
Plancorp LLC
Missouri
$9.78M
AC
20
Apella Capital
Connecticut
$9.43M
RHP
21
Royal Harbor Partners
Texas
$8.74M
AIS
22
American Investment Services
Massachusetts
$8.32M
SCA
23
Strathmore Capital Advisors
North Carolina
$6.37M
EAM
24
Evanson Asset Management
California
$6.27M
TWA
25
TCI Wealth Advisors
Arizona
$5.44M