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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MHS
M Holdings Securities
Oregon
+$25.1M
2
Bank of America
Bank of America
North Carolina
+$24.2M
3
OIA
OneDigital Investment Advisors
Kansas
+$21.9M
4
CWS
Confluence Wealth Services
Pennsylvania
+$12.2M
5
GWA
Geometric Wealth Advisors
District of Columbia
+$10.9M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$152M
2
Jane Street
Jane Street
New York
-$87.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$23.4M
4
Osaic Holdings
Osaic Holdings
Arizona
-$21M
5
LEFP
Leading Edge Financial Planning
Tennessee
-$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
226
Orion Portfolio Solutions
Nebraska
$1.36M -$205K -8,476 -13%
CA
227
Cetera Advisors
Colorado
$1.35M -$70K -2,867 -5%
QCIG
228
Quad-Cities Investment Group
Iowa
$1.34M -$253K -10,421 -16%
MHB
229
Midwest Heritage Bank
Iowa
$1.33M -$23.1K -947 -2%
HWMC
230
Heritage Wealth Management (California)
California
$1.29M +$1.29M +52,811 New
SFS
231
Security Financial Services
Indiana
$1.24M – – –
IAG
232
Investmark Advisory Group
Connecticut
$1.21M +$40.9K +1,676 +3%
ZF
233
Zhang Financial
Michigan
$1.2M -$164K -6,733 -12%
CL
234
Choreo LLC
Illinois
$1.2M +$2.61K +107 +0.2%
UI
235
Unconventional Investor
New Hampshire
$1.19M – – –
VFIC
236
Valley Forge Investment Consultants
Pennsylvania
$1.19M – – –
EWA
237
Elevate Wealth Advisory
Georgia
$1.18M +$1.18M +48,451 New
KF
238
Krilogy Financial
Missouri
$1.17M -$15.7K -643 -1%
MFG
239
Merit Financial Group
Georgia
$1.16M +$8.16K +334 +0.7%
WA
240
Wealthstream Advisors
New York
$1.15M +$3K +123 +0.3%
LPP
241
Life Planning Partners
Florida
$1.14M +$1.14M +46,601 New
RWI
242
Red Wave Investments
Pennsylvania
$1.13M – – –
VAG
243
Vannoy Advisory Group
Texas
$1.11M +$1.11M +45,584 New
CPWM
244
Cypress Point Wealth Management
Texas
$1.09M +$1.09M +44,670 New
RLWM
245
RF&L Wealth Management
Massachusetts
$1.09M – – –
VWA
246
VERITY Wealth Advisors
United States
$1.07M – – –
AFS
247
Annapolis Financial Services
Maryland
$1.06M – – –
TLA
248
Tanglewood Legacy Advisors
Texas
$1.05M -$513K -21,008 -33%
CCA
249
Clarity Capital Advisors
Florida
$1.05M +$1.05M +42,817 New
SIG
250
Spinnaker Investment Group
California
$1.04M +$252K +10,307 +32%
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