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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.17%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.2%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
226
VERITY Wealth Advisors
United States
$1.02M
AFS
227
Annapolis Financial Services
Maryland
$1.02M -$27.6K -1,186 -3%
TIM
228
Tortoise Investment Management
New York
$980K -$9.91K -425 -1%
WWC
229
Waypoint Wealth Counsel
Georgia
$971K +$130K +5,570 +15%
KCM
230
KM Capital Management
Texas
$968K +$12.6K +539 +1%
WP
231
Westmount Partners
California
$909K
PCA
232
Pallas Capital Advisors
Massachusetts
$905K
WCA
233
Waypoint Capital Advisors
Minnesota
$883K -$16.3K -700 -2%
Vanguard Group
234
Vanguard Group
Pennsylvania
$880K
CW
235
CreativeOne Wealth
Kansas
$857K +$55.1K +2,361 +7%
CWP
236
Concord Wealth Partners
Virginia
$856K -$8.6K -369 -1%
FOA
237
Five Oceans Advisors
California
$849K -$230K -9,887 -21%
DT
238
Diversified Trust
Tennessee
$835K
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$825K
IA
240
IFG Advisors
Missouri
$825K +$6.88K +295 +0.8%
SRC
241
Sage Rhino Capital
California
$801K +$15.8K +676 +2%
EWA
242
Exencial Wealth Advisors
Oklahoma
$779K +$779K +33,402 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$763K +$77K +3,303 +11%
IA
244
IFP Advisors
Florida
$750K +$130K +5,586 +21%
SIG
245
Spinnaker Investment Group
California
$748K -$629 -27 -0.1%
TA
246
TFB Advisors
Kansas
$743K +$3.8K +163 +0.5%
H
247
HoyleCohen
California
$733K
CIAS
248
CFS Investment Advisory Services
New Jersey
$728K -$32.8K -1,408 -4%
PIFP
249
Partners in Financial Planning
Virginia
$693K +$5.13K +220 +0.7%
GJIA
250
Glass Jacobson Investment Advisors
Maryland
$690K +$690K +29,612 New