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Dimensional World ex US Core Equity 2 ETF

377 hedge funds and large institutions have $4.06B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
6.03%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.3%
New
31
Increased
158
Reduced
126
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
226
Westmount Partners
California
$899K
WCA
227
Waypoint Capital Advisors
Minnesota
$889K
PCA
228
Pallas Capital Advisors
Massachusetts
$886K -$30.9K -1,318 -3%
Vanguard Group
229
Vanguard Group
Pennsylvania
$871K +$871K +37,768 New
CWP
230
Concord Wealth Partners
Virginia
$855K +$1.57K +68 +0.2%
WWC
231
Waypoint Wealth Counsel
Georgia
$832K +$832K +36,080 New
DT
232
Diversified Trust
Tennessee
$826K
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$816K
IA
234
IFG Advisors
Missouri
$809K +$646 +28 +0.1%
CW
235
CreativeOne Wealth
Kansas
$793K +$34.3K +1,488 +5%
SRC
236
Sage Rhino Capital
California
$777K -$4.15K -180 -0.5%
CIAS
237
CFS Investment Advisory Services
New Jersey
$752K -$529K -22,942 -41%
SIG
238
Spinnaker Investment Group
California
$741K +$741K +32,123 New
TA
239
TFB Advisors
Kansas
$731K -$177K -7,654 -19%
H
240
HoyleCohen
California
$725K
OIA
241
OneDigital Investment Advisors
Kansas
$723K -$71.8K -3,112 -9%
IA
242
IFP Advisors
Florida
$716K -$615K -22,828 -46%
AG
243
Ascent Group
Virginia
$714K -$34K -1,476 -5%
PIFP
244
Partners in Financial Planning
Virginia
$680K +$715 +31 +0.1%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$679K +$287K +12,450 +73%
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
$667K +$659K +28,571 +8,258%
JPMPWA
247
J.P. Morgan Private Wealth Advisors
California
$655K +$2.93K +127 +0.4%
CAN
248
Cetera Advisor Networks
California
$652K -$3.07K -133 -0.5%
NHC
249
Nicholas Hoffman & Company
Georgia
$652K
IWN
250
Independent Wealth Network
Iowa
$643K