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Dimensional World ex US Core Equity 2 ETF

284 hedge funds and large institutions have $2.85B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 63 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
4.49%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.95%
New
31
Increased
136
Reduced
63
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFO
251
Tarbox Family Office
California
$177K
GLLW
252
Graves Light Lenhart Wealth
Virginia
$166K +$125 +5 +0.1%
CIAS
253
Capital Investment Advisory Services
North Carolina
$149K
RTC
254
Riverview Trust Company
Washington
$136K
Morgan Stanley
255
Morgan Stanley
New York
$120K +$120K +4,804 New
BHWM
256
Beaird Harris Wealth Management
Texas
$116K +$12.5K +500 +12%
RBC
257
Roble Belko & Company
Pennsylvania
$113K
PO
258
Private Ocean
California
$94K +$25 +1 +0%
AWM
259
Avior Wealth Management
Nebraska
$90K +$274 +11 +0.3%
TWM
260
Tradition Wealth Management
Minnesota
$89K +$50 +2 +0.1%
QCG
261
Quadrant Capital Group
Ohio
$82K
WTA
262
Washington Trust Advisors
Massachusetts
$80K
Wells Fargo
263
Wells Fargo
California
$80K +$8.91K +356 +13%
RIM
264
Rockbridge Investment Management
New York
$72.8K +$50.5K +2,006 +227%
HF
265
Halpern Financial
Virginia
$68.4K
CIAS
266
CFS Investment Advisory Services
New Jersey
$52K +$51.2K +1,270,317 +6,557%
JWBC
267
John W. Brooker & Co
California
$45K
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$44K
JPMorgan Chase & Co
269
JPMorgan Chase & Co
New York
$41K +$41K +1,641 New
MAWCM
270
Mine & Arao Wealth Creation & Management
California
$38K
FFA
271
Freedman Financial Associates
Massachusetts
$36K
KFI
272
Key Financial Inc
Pennsylvania
$31K
PFA
273
Professional Financial Advisors
Nebraska
$27K
US Bancorp
274
US Bancorp
Minnesota
$27K +$14.2K +574 +111%
GWM
275
Geneos Wealth Management
Colorado
$24K +$24K +967 New