Who Owns DIMENSIONAL WORLD ETF EQUITY (VCRM)? -- Institutional Holders (2026-06-30)

163 institutions reported holding $991.8M of DIMENSIONAL WORLD ETF EQUITY (VCRM) in SEC 13F filings for 2026-06-30. Largest institutional holders: HBK Sorce Advisory LLC ($273.9M), Verum Partners LLC ($64.3M), Topsail Wealth Management, LLC ($47.0M), Karpus Management, Inc. ($46.9M), Aprio Wealth Management, LLC ($43.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1HBK Sorce Advisory LLC$273.9M3.7MAdded
2Verum Partners LLC$64.3M841,112Added
3Topsail Wealth Management, LLC$47.0M615,176Added
4Karpus Management, Inc.$46.9M613,630Added
5Aprio Wealth Management, LLC$43.7M571,707Trimmed
6JONES FINANCIAL COMPANIES LLLP$38.2M500,175Added
7Mills Wealth Advisors LLC$34.4M450,834Added
8Confluence Wealth Services, Inc.$25.2M329,907Added
9Focus Partners Wealth$22.0M288,155Trimmed
10Opus Capital Group, LLC$19.0M248,789Trimmed
11San Luis Wealth Advisors LLC$16.4M214,094Trimmed
12TRUIST FINANCIAL CORP$15.8M207,390Added
13Elite Life Management LLC$14.5M193,761Added
14MB, LEVIS & ASSOCIATES, LLC$14.0M182,879Added
15CGN Advisors LLC$13.2M173,051Added
16Alaethes Wealth, LLC$12.3M160,419New
17Tradewinds Capital Management, LLC$11.8M153,988New
18JANE STREET GROUP, LLC$11.7M153,725Added
19Mallini Complete Financial Planning LLC$10.1M131,776New
20Verus Financial Partners, Inc.$9.1M118,924Added
21TFO Wealth Partners, LLC$8.8M115,064Added
22Penney Financial, LLC$8.7M113,444New
23Keystone Financial Group, Inc.$8.3M109,104Added
24LPL Financial LLC$7.6M99,595Added
25Integrated Wealth Concepts LLC$7.4M97,452Added

来源：SEC 13F 申报文件 · 截至 2026-06-30