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Dimensional World ex US Core Equity 2 ETF

368 hedge funds and large institutions have $4.02B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+53
Holders Change %
+16.83%
% of All Funds
5.94%
Holding in Top 10
79
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+29.51%
% of All Funds
1.27%
New
79
Increased
131
Reduced
113
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
226
Pallas Capital Advisors
Massachusetts
$912K -$1.1K -47 -0.1%
OCM
227
Orion Capital Management
California
$909K +$564K +26,127 +164%
JPMorgan Chase & Co
228
JPMorgan Chase & Co
New York
$904K +$904K +41,825 New
KCM
229
KM Capital Management
Texas
$857K +$857K +39,680 New
TA
230
TFB Advisors
Kansas
$850K +$850K +39,353 New
WP
231
Westmount Partners
California
$842K +$842K +38,980 New
WCA
232
Waypoint Capital Advisors
Minnesota
$833K -$78.9K -3,655 -9%
QCIG
233
Quad-Cities Investment Group
Iowa
$804K +$264K +12,209 +49%
CWP
234
Concord Wealth Partners
Virginia
$800K -$135K -6,236 -14%
DT
235
Diversified Trust
Tennessee
$774K
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$764K +$67.9K +3,143 +10%
IA
237
IFG Advisors
Missouri
$757K -$210K -9,739 -22%
OIA
238
OneDigital Investment Advisors
Kansas
$745K +$745K +34,480 New
SRC
239
Sage Rhino Capital
California
$732K -$248K -11,496 -25%
CW
240
CreativeOne Wealth
Kansas
$711K -$45.5K -2,106 -6%
AG
241
Ascent Group
Virginia
$700K +$11.4K +529 +2%
H
242
HoyleCohen
California
$679K -$108K -5,000 -14%
RW
243
RVW Wealth
California
$665K +$67.1K +3,107 +11%
RK
244
Rather & Kittrell
Tennessee
$659K +$659K +30,505 New
PIFP
245
Partners in Financial Planning
Virginia
$641K +$3.13K +144 +0.5%
CAN
246
Cetera Advisor Networks
California
$614K -$3.22K -149 -0.5%
JPMPWA
247
J.P. Morgan Private Wealth Advisors
California
$611K -$236K -10,925 -28%
NHC
248
Nicholas Hoffman & Company
Georgia
$611K
IWN
249
Independent Wealth Network
Iowa
$603K -$106K -4,921 -15%
V
250
Veritable
Delaware
$592K +$194 +9 +0%