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Dimensional World ex US Core Equity 2 ETF

377 hedge funds and large institutions have $4.06B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
6.03%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.3%
New
31
Increased
158
Reduced
126
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
V
251
Veritable
Delaware
$632K +$69 +3 +0%
NA
252
NewEdge Advisors
Louisiana
$630K +$8.92K +387 +1%
ASI
253
Advisory Services & Investments
Oregon
$626K +$37.6K +1,632 +6%
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$625K -$439K -19,105 -41%
QPWM
255
Quadrant Private Wealth Management
Pennsylvania
$608K
CWR
256
Chico Wealth RIA
California
$604K
RW
257
RVW Wealth
California
$590K -$119K -5,173 -17%
EWM
258
Evercore Wealth Management
New York
$584K
BFP
259
Brewster Financial Planning
New York
$583K +$12.1K +525 +2%
Cerity Partners
260
Cerity Partners
New York
$573K -$14.3K -619 -2%
SFM
261
Signet Financial Management
New Jersey
$558K +$62.9K +2,729 +13%
KOMWMG
262
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$554K +$6.07K +263 +1%
WW
263
Waterfront Wealth
Kansas
$548K
HL
264
HeadInvest LLC
Maine
$538K
RS
265
Retirement Solution
Washington
$528K +$528K +22,882 New
DF
266
DecisionPoint Financial
Arizona
$527K -$23 -1 -0%
LWM
267
LJI Wealth Management
Indiana
$519K +$2.98K +129 +0.6%
WFA
268
Websterrogers Financial Advisors
South Carolina
$515K +$23 +1 +0%
RA
269
Rise Advisors
New York
$491K +$899 +39 +0.2%
SWM
270
Shakespeare Wealth Management
Wisconsin
$490K +$60.4K +2,618 +14%
PCIA
271
Prime Capital Investment Advisors
Kansas
$482K +$109K +4,719 +29%
FWP
272
Falcon Wealth Planning
California
$478K
LNC
273
Lincoln National Corp
Pennsylvania
$460K -$6.94M -301,134 -94%
CT
274
Colonial Trust
South Carolina
$459K +$309K +13,408 +206%
3LCM
275
3D/L Capital Management
Connecticut
$449K +$11.6K +504 +3%