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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+12
Holders Change %
+2.55%
% of All Funds
6.97%
Holding in Top 10
74
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.07%
New
36
Increased
186
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$300M
2
FMI
Factory Mutual Insurance
Massachusetts
+$52.3M
3
AF
Allworth Financial
California
+$24.5M
4
GWWM
Great Waters Wealth Management
Minnesota
+$13.6M
5
AL
Aspiriant LLC
California
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$37.8M
2
RA
RFG Advisory
Alabama
-$29.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28M
4
CFA
Capstone Financial Advisors
Illinois
-$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
226
Kingswood Wealth Advisors
California
$1.41M +$1.41M +52,340 New
MFG
227
Merit Financial Group
Georgia
$1.39M +$102K +3,777 +8%
PWM
228
Perigon Wealth Management
California
$1.37M -$7.43K -275 -0.5%
BPA
229
Beacon Pointe Advisors
California
$1.37M -$137K -5,070 -9%
KSWA
230
Kathleen S. Wright Associates
Pennsylvania
$1.37M +$240K +8,898 +21%
CL
231
Choreo LLC
Illinois
$1.35M -$17.2K -636 -1%
IAG
232
Investmark Advisory Group
Connecticut
$1.35M +$3.32K +123 +0.2%
SFS
233
Security Financial Services
Indiana
$1.35M – – –
TC
234
TownSquare Capital
Utah
$1.33M +$358K +13,260 +37%
UI
235
Unconventional Investor
New Hampshire
$1.32M – – –
HWMC
236
Heritage Wealth Management (California)
California
$1.32M -$109K -4,053 -8%
EWA
237
Elevate Wealth Advisory
Georgia
$1.31M -$15.2K -563 -1%
VAG
238
Vannoy Advisory Group
Texas
$1.3M +$23.1K +857 +2%
CFS
239
Cannon Financial Strategists
Georgia
$1.27M +$1.27M +47,087 New
CAM
240
Cresset Asset Management
Illinois
$1.25M -$50.5K -1,869 -4%
LPP
241
Life Planning Partners
Florida
$1.25M -$8.1K -300 -0.6%
KF
242
Krilogy Financial
Missouri
$1.24M -$115K -4,258 -8%
CCA
243
Clarity Capital Advisors
Florida
$1.2M -$5.92K -219 -0.5%
SPIA
244
Steward Partners Investment Advisory
New York
$1.19M +$259K +9,590 +28%
VWA
245
VERITY Wealth Advisors
United States
$1.18M – – –
RLWM
246
RF&L Wealth Management
Massachusetts
$1.17M -$8.1K -300 -0.7%
LIA
247
Lynx Investment Advisory
District of Columbia
$1.16M +$54 +2 +0%
SIG
248
Spinnaker Investment Group
California
$1.14M -$2.84K -105 -0.2%
TCM
249
TruNorth Capital Management
Michigan
$1.13M – – –
MFIM
250
Mesirow Financial Investment Management
Illinois
$1.11M +$219K +8,095 +24%
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