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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.49%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$38.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$72.6M
3
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
$25.1M
4
SFS
4
Sowell Financial Services
Arkansas
$16.7M
5
MWA
5
Monograph Wealth Advisors
California
$131M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$49.5M
2
Jane Street
2
Jane Street
New York
$15.4M
3
MHS
3
M Holdings Securities
Oregon
$597K
4
OMC
4
Old Mission Capital
Illinois
$2.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
226
Brinker Capital Investments
Pennsylvania
$1.32M -$107K -4,219 -8%
CPWM
227
Cypress Point Wealth Management
Texas
$1.3M +$163K +6,400 +14%
IAG
228
Investmark Advisory Group
Connecticut
$1.28M +$19.9K +783 +2%
SFS
229
Security Financial Services
Indiana
$1.27M -$25.2K -990 -2%
CL
230
Choreo LLC
Illinois
$1.25M +$254 +10 +0%
ZF
231
Zhang Financial
Michigan
$1.24M -$10.9K -429 -0.9%
UI
232
Unconventional Investor
New Hampshire
$1.24M – – –
IAA
233
Independent Advisor Alliance
North Carolina
$1.24M +$394K +15,476 +46%
VFIC
234
Valley Forge Investment Consultants
Pennsylvania
$1.24M – – –
KF
235
Krilogy Financial
Missouri
$1.22M +$153 +6 +0%
EWA
236
Elevate Wealth Advisory
Georgia
$1.22M -$16K -627 -1%
MFG
237
Merit Financial Group
Georgia
$1.19M -$26.3K -1,029 -2%
LPP
238
Life Planning Partners
Florida
$1.19M – – –
RWI
239
Red Wave Investments
Pennsylvania
$1.17M -$4.5K -177 -0.4%
VAG
240
Vannoy Advisory Group
Texas
$1.17M +$11.1K +438 +1%
WA
241
Wealthstream Advisors
New York
$1.16M -$38.8K -1,524 -3%
VWA
242
VERITY Wealth Advisors
United States
$1.11M – – –
RLWM
243
RF&L Wealth Management
Massachusetts
$1.11M -$24.9K -978 -2%
LEFP
244
Leading Edge Financial Planning
Tennessee
$1.11M -$2.11M -82,811 -66%
LSIA
245
LaSalle St. Investment Advisors
Illinois
$1.09M +$25.7K +1,050 +2%
CCA
246
Clarity Capital Advisors
Florida
$1.09M +$280 +11 +0%
DAS
247
Dynamic Advisor Solutions
Arizona
$1.07M -$8.29K -326 -0.8%
SIG
248
Spinnaker Investment Group
California
$1.07M -$15.2K -596 -1%
TCM
249
TruNorth Capital Management
Michigan
$1.06M +$1.06M +41,781 New
KCM
250
KM Capital Management
Texas
$1.05M -$24.2K -953 -2%
8 9
10
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