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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
2
GeoWealth Management
Illinois
$68.4M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
4
BetterWealth
California
$43.6M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSP
226
Cary Street Partners
Virginia
$1.92M +$1.92M +77,327 New
TWM
227
Topsail Wealth Management
North Carolina
$1.88M +$1.88M +75,739 New
Citadel Advisors
228
Citadel Advisors
Florida
$1.88M +$1.88M +75,558 New
FWP
229
Firethorn Wealth Partners
Georgia
$1.88M -$143K -5,745 -7%
JWM
230
JDH Wealth Management
California
$1.81M +$1.81M +72,901 New
APSPRSPT
231
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.8M +$1.8M +72,295 New
APP
232
Avantax Planning Partners
Iowa
$1.78M -$276K -11,104 -13%
AWM
233
AE Wealth Management
Kansas
$1.77M -$41.3K -1,663 -2%
PAG
234
Poinciana Advisors Group
Florida
$1.76M +$1.76M +70,898 New
CPWM
235
Cypress Point Wealth Management
Texas
$1.74M +$134K +5,400 +8%
AWA
236
Aquire Wealth Advisors
Utah
$1.73M +$18.2K +733 +1%
RFC
237
Regions Financial Corp
Alabama
$1.72M -$14.7K -591 -0.8%
MCM
238
MAI Capital Management
Ohio
$1.72M -$110K -4,434 -6%
AFA
239
Alpha Financial Advisors
North Carolina
$1.71M -$2.44K -98 -0.1%
WWP
240
Waypoint Wealth Partners
California
$1.69M – – –
WAN
241
Wealth Advisors Northwest
Oregon
$1.69M +$1.69M +67,829 New
MWM
242
Melfa Wealth Management
Massachusetts
$1.69M -$3.11K -125 -0.2%
LG
243
LAM Group
Oregon
$1.67M +$746 +30 +0%
FH
244
Financial Harvest
Florida
$1.65M +$1.65M +66,310 New
SC
245
Schubert & Co
Texas
$1.64M +$71.7K +2,886 +5%
LSA
246
Lansing Street Advisors
Pennsylvania
$1.55M +$14.5K +582 +0.9%
RRCM
247
Rappaport Reiches Capital Management
Illinois
$1.55M – – –
QCIG
248
Quad-Cities Investment Group
Iowa
$1.55M +$83.2K +3,345 +6%
AC
249
Applied Capital
Arkansas
$1.52M -$85.6K -3,443 -5%
LCM
250
Liberty Capital Management
Michigan
$1.5M – – –
8 9
10
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