DFAX icon

Dimensional World ex US Core Equity 2 ETF

315 hedge funds and large institutions have $3.07B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 145 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-7
Holders Change %
-2.17%
% of All Funds
5.45%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
1.05%
New
22
Increased
145
Reduced
89
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
251
Sage Mountain Advisors
Georgia
$291K
LOPW
252
Live Oak Private Wealth
North Carolina
$284K -$2.09M -110,462 -88%
EP
253
Essential Planning
New Hampshire
$281K +$281K +14,867 New
CC
254
Copperleaf Capital
North Carolina
$279K -$59.2K -3,133 -18%
S
255
Surevest
California
$275K
CA
256
Clearstead Advisors
Ohio
$273K +$76 +4 +0%
SWP
257
Stratos Wealth Partners
Ohio
$266K +$266K +14,095 New
RIS
258
Retirement Income Solutions
Michigan
$259K +$259K +13,691 New
PCIA
259
Prime Capital Investment Advisors
Kansas
$248K -$54.7K -2,893 -18%
RCG
260
Resource Consulting Group
Florida
$244K +$9.22K +487 +4%
W
261
WealthOne
New York
$234K
SG
262
Stonnington Group
California
$230K
C
263
Certuity
Florida
$228K +$2.68K +142 +1%
Fidelity Investments
264
Fidelity Investments
Massachusetts
$227K -$11K -583 -5%
MSFS
265
Main Street Financial Solutions
Pennsylvania
$226K -$13K -686 -5%
RF
266
RHS Financial
California
$225K -$13.8K -731 -6%
YAL
267
Your Advocates Ltd
Texas
$222K
SFG
268
Sage Financial Group
Pennsylvania
$222K
FAIM
269
Financial Advocates Investment Management
Washington
$217K -$205K -10,795 -49%
IWA
270
Intercontinental Wealth Advisors
Texas
$217K
RC
271
RegentAtlantic Capital
New Jersey
$215K +$17.1K +905 +9%
AC
272
Anson Capital
Georgia
$214K
IF
273
Ironwood Financial
Arizona
$210K
VCM
274
Vivaldi Capital Management
Illinois
$210K
USCWA
275
U.S. Capital Wealth Advisors
Texas
$208K