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Dimensional World ex US Core Equity 2 ETF

368 hedge funds and large institutions have $4.02B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+53
Holders Change %
+16.83%
% of All Funds
5.94%
Holding in Top 10
79
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+29.51%
% of All Funds
1.27%
New
79
Increased
131
Reduced
113
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
251
NewEdge Advisors
Louisiana
$573K +$9.66K +454 +2%
QPWM
252
Quadrant Private Wealth Management
Pennsylvania
$570K +$570K +26,378 New
CWR
253
Chico Wealth RIA
California
$566K +$48.3K +2,236 +9%
WW
254
Waterfront Wealth
Kansas
$560K -$56.6K -2,400 -9%
ASI
255
Advisory Services & Investments
Oregon
$551K -$165K -7,657 -23%
Cerity Partners
256
Cerity Partners
New York
$550K +$26K +1,204 +5%
EWM
257
Evercore Wealth Management
New York
$547K
BFP
258
Brewster Financial Planning
New York
$535K
KOMWMG
259
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$513K +$1.4K +65 +0.3%
HL
260
HeadInvest LLC
Maine
$504K
DF
261
DecisionPoint Financial
Arizona
$494K +$494K +22,848 New
LWM
262
LJI Wealth Management
Indiana
$484K +$484K +22,393 New
WFA
263
Websterrogers Financial Advisors
South Carolina
$482K -$35.9K -1,664 -7%
KWM
264
Kingsview Wealth Management
Oregon
$468K
SFM
265
Signet Financial Management
New Jersey
$463K +$236K +10,927 +104%
LOPW
266
Live Oak Private Wealth
North Carolina
$461K +$137K +6,350 +42%
RA
267
Rise Advisors
New York
$459K +$3.97K +184 +0.9%
FWP
268
Falcon Wealth Planning
California
$448K
Renaissance Technologies
269
Renaissance Technologies
New York
$447K -$1.51M -69,900 -77%
NAS
270
Nicolet Advisory Services
Wisconsin
$435K -$78.7K -3,464 -15%
OPS
271
Orion Portfolio Solutions
Nebraska
$418K -$273K -12,625 -39%
MWM
272
Mission Wealth Management
California
$417K -$227K -10,532 -35%
FAIM
273
Financial Advocates Investment Management
Washington
$412K +$166K +7,686 +67%
3LCM
274
3D/L Capital Management
Connecticut
$410K +$22.7K +1,051 +6%
SWM
275
Shakespeare Wealth Management
Wisconsin
$403K +$3.95K +183 +1%