DFAX icon

Dimensional World ex US Core Equity 2 ETF

315 hedge funds and large institutions have $3.07B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 145 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-7
Holders Change %
-2.17%
% of All Funds
5.45%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
1.05%
New
22
Increased
145
Reduced
89
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
226
NewEdge Advisors
Louisiana
$500K -$93.9K -4,975 -16%
EWM
227
Evercore Wealth Management
New York
$478K
QCIG
228
Quad-Cities Investment Group
Iowa
$472K +$472K +24,995 New
BFP
229
Brewster Financial Planning
New York
$468K
Cerity Partners
230
Cerity Partners
New York
$458K +$458K +24,258 New
WFA
231
Websterrogers Financial Advisors
South Carolina
$453K +$415 +22 +0.1%
CWR
232
Chico Wealth RIA
California
$453K +$453K +23,958 New
KOMWMG
233
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$448K +$78.3K +4,140 +21%
HL
234
HeadInvest LLC
Maine
$441K
SPIA
235
Steward Partners Investment Advisory
New York
$437K
NAS
236
Nicolet Advisory Services
Wisconsin
$432K -$15K -785 -3%
KWM
237
Kingsview Wealth Management
Oregon
$409K +$409K +21,656 New
KF
238
Krilogy Financial
Missouri
$405K +$434 +23 +0.1%
5L
239
55I LLC
Massachusetts
$399K -$421K -22,251 -51%
RA
240
Rise Advisors
New York
$398K +$4.46K +236 +1%
Stifel Financial
241
Stifel Financial
Missouri
$393K
FWP
242
Falcon Wealth Planning
California
$392K
SWM
243
Shakespeare Wealth Management
Wisconsin
$349K +$12.4K +657 +4%
S
244
SignatureFD
Georgia
$347K +$2.38K +126 +0.7%
SCM
245
Sterneck Capital Management
Missouri
$341K
3LCM
246
3D/L Capital Management
Connecticut
$338K +$16.2K +860 +5%
DI
247
Disciplined Investments
Oklahoma
$327K
MGIA
248
Moneta Group Investment Advisors
Missouri
$323K -$24.1K -1,278 -7%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$311K +$5.1K +270 +2%
OCM
250
Orion Capital Management
California
$301K +$197K +10,446 +190%