DFAX icon

Dimensional World ex US Core Equity 2 ETF

284 hedge funds and large institutions have $2.85B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 63 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
4.49%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.95%
New
31
Increased
136
Reduced
63
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IGWM
226
ICA Group Wealth Management
Colorado
$288K +$288K +12,055 New
Baird Financial Group
227
Baird Financial Group
Wisconsin
$283K
SWM
228
Shakespeare Wealth Management
Wisconsin
$283K +$283K +11,153 New
AC
229
Anson Capital
Georgia
$282K
USCWA
230
U.S. Capital Wealth Advisors
Texas
$280K
AT
231
American Trust
Kentucky
$276K +$276K +11,082 New
FAIM
232
Financial Advocates Investment Management
Washington
$270K -$294K -11,770 -52%
RC
233
RegentAtlantic Capital
New Jersey
$262K +$262K +10,497 New
DWM
234
Dakota Wealth Management
Florida
$261K
UWM
235
USAdvisors Wealth Management
Minnesota
$260K +$19K +763 +8%
SS
236
Simplicity Solutions
Minnesota
$259K +$259K +10,380 New
FWM
237
Fortress Wealth Management
California
$255K +$50 +2 +0%
CPO
238
Cerity Partners OCIO
New York
$244K +$244K +9,761 New
SSWM
239
Sheets Smith Wealth Management
North Carolina
$242K
GAM
240
Gould Asset Management
California
$241K +$241K +9,640 New
KA
241
Kovack Advisors
Florida
$238K
SFM
242
Signet Financial Management
New Jersey
$232K +$38.9K +1,560 +20%
CSWM
243
Cassady Schiller Wealth Management
Ohio
$223K +$25 +1 +0%
MA
244
MJP Associates
Connecticut
$221K +$23.3K +934 +12%
CCM
245
Carlson Capital Management
Minnesota
$211K -$53.5K -2,143 -20%
Thrivent Financial for Lutherans
246
Thrivent Financial for Lutherans
Minnesota
$208K +$208K +8,345 New
OPWM
247
Oakwell Private Wealth Management
Texas
$203K
GAM
248
Gemmer Asset Management
California
$203K +$20.2K +813 +11%
HWA
249
Heritage Wealth Advisors
Virginia
$196K -$43.6K -1,750 -18%
SFG
250
Steward Financial Group
Texas
$179K -$12.5K -502 -7%