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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.43B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 165 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
6.82%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
43
Increased
171
Reduced
165
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
226
Perigon Wealth Management
California
$1.3M +$948K +37,306 +271%
CL
227
Choreo LLC
Illinois
$1.29M +$45.3K +1,779 +4%
KF
228
Krilogy Financial
Missouri
$1.28M +$57.4K +2,258 +5%
HCM
229
Hutchinson Capital Management
California
$1.27M -$934K -36,728 -42%
SFS
230
Security Financial Services
Indiana
$1.27M -$890 -35 -0.1%
IAG
231
Investmark Advisory Group
Connecticut
$1.26M -$16.3K -643 -1%
EWA
232
Elevate Wealth Advisory
Georgia
$1.25M +$31.4K +1,236 +3%
UI
233
Unconventional Investor
New Hampshire
$1.24M
CAM
234
Cresset Asset Management
Illinois
$1.23M -$197K -7,747 -14%
MFG
235
Merit Financial Group
Georgia
$1.22M +$36.1K +1,419 +3%
VAG
236
Vannoy Advisory Group
Texas
$1.2M +$28.6K +1,126 +2%
LPP
237
Life Planning Partners
Florida
$1.18M
NA
238
NewEdge Advisors
Louisiana
$1.15M +$137K +5,394 +14%
CCA
239
Clarity Capital Advisors
Florida
$1.13M +$43K +1,692 +4%
VWA
240
VERITY Wealth Advisors
United States
$1.11M
RLWM
241
RF&L Wealth Management
Massachusetts
$1.11M
LIA
242
Lynx Investment Advisory
District of Columbia
$1.1M +$1.1M +43,098 New
RWI
243
Red Wave Investments
Pennsylvania
$1.09M -$80.7K -3,173 -7%
LEFP
244
Leading Edge Financial Planning
Tennessee
$1.09M -$14.7K -580 -1%
SIG
245
Spinnaker Investment Group
California
$1.07M +$9.36K +368 +0.9%
KSWA
246
Kathleen S. Wright Associates
Pennsylvania
$1.07M +$256K +10,007 +31%
TCM
247
TruNorth Capital Management
Michigan
$1.06M -$432 -17 -0%
DAS
248
Dynamic Advisor Solutions
Arizona
$1.05M -$15.9K -627 -1%
PWS
249
Physician Wealth Solutions
Nevada
$1.05M +$440K +17,309 +72%
MHB
250
Midwest Heritage Bank
Iowa
$1.03M -$352K -13,829 -25%