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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.44%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
Comerica Bank
2
Comerica Bank
Texas
$95.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
GWA
4
Geometric Wealth Advisors
District of Columbia
$75.7M
5
PFO
5
Pathstone Family Office
New Jersey
$74.2M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
AF
2
Advisornet Financial
Minnesota
$87K
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.88M
4
AF
4
Alerus Financial
North Dakota
$61.4M
5
WIM
5
Warwick Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
251
Resource Consulting Group
Florida
$266K +$4.82K +225 +2%
W
252
WealthOne
New York
$266K +$266K +12,413 New
C
253
Certuity
Florida
$256K +$3.24K +151 +1%
SG
254
Stonnington Group
California
$255K +$255K +12,000 New
SFG
255
Sage Financial Group
Pennsylvania
$252K -$50.1K -2,340 -17%
YAL
256
Your Advocates Ltd
Texas
$252K – – –
IWA
257
Intercontinental Wealth Advisors
Texas
$247K +$247K +11,500 New
AC
258
Anson Capital
Georgia
$243K – – –
AWA
259
Arete Wealth Advisors
Illinois
$243K +$243K +11,333 New
AT
260
American Trust
Kentucky
$240K +$1.96K +91 +0.8%
RSWM
261
Robertson Stephens Wealth Management
California
$239K -$364K -17,016 -60%
IF
262
Ironwood Financial
Arizona
$239K +$239K +11,132 New
USCWA
263
U.S. Capital Wealth Advisors
Texas
$236K -$4.37K -204 -2%
VCM
264
Vivaldi Capital Management
Illinois
$234K +$234K +10,896 New
GAM
265
Gemmer Asset Management
California
$233K +$57.6K +2,683 +33%
UWM
266
USAdvisors Wealth Management
Minnesota
$229K +$5.97K +279 +3%
Baird Financial Group
267
Baird Financial Group
Wisconsin
$228K -$15.4K -719 -6%
M&T Bank
268
M&T Bank
New York
$227K +$227K +10,989 New
RC
269
RegentAtlantic Capital
New Jersey
$225K – – –
DWM
270
Dakota Wealth Management
Florida
$224K – – –
SS
271
Simplicity Solutions
Minnesota
$223K – – –
FW
272
FirstPurpose Wealth
Utah
$223K +$223K +10,412 New
SFM
273
Signet Financial Management
New Jersey
$220K +$20.4K +949 +10%
ACA
274
Affinity Capital Advisors
California
$211K +$211K +9,825 New
CPO
275
Cerity Partners OCIO
New York
$209K – – –
9 10
11
12 13