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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.17%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.2%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
251
Ascent Group
Virginia
$674K -$56.3K -2,385 -8%
NHC
252
Nicholas Hoffman & Company
Georgia
$659K
IWN
253
Independent Wealth Network
Iowa
$650K
NA
254
NewEdge Advisors
Louisiana
$645K +$8.21K +352 +1%
CAN
255
Cetera Advisor Networks
California
$635K -$24.4K -1,045 -4%
ASI
256
Advisory Services & Investments
Oregon
$630K -$2.54K -109 -0.4%
V
257
Veritable
Delaware
$621K -$17.5K -749 -3%
QPWM
258
Quadrant Private Wealth Management
Pennsylvania
$615K
CWR
259
Chico Wealth RIA
California
$611K
BFP
260
Brewster Financial Planning
New York
$598K +$8.49K +364 +1%
EWM
261
Evercore Wealth Management
New York
$590K
RW
262
RVW Wealth
California
$590K -$6.27K -269 -1%
OIA
263
OneDigital Investment Advisors
Kansas
$581K -$150K -6,428 -20%
WW
264
Waterfront Wealth
Kansas
$574K
SFM
265
Signet Financial Management
New Jersey
$572K +$7.88K +338 +1%
KOMWMG
266
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$563K +$2.68K +115 +0.5%
Cerity Partners
267
Cerity Partners
New York
$556K -$24K -1,027 -4%
RS
268
Retirement Solution
Washington
$554K +$20.4K +874 +4%
OCM
269
Orion Capital Management
California
$541K -$756K -32,441 -58%
DF
270
DecisionPoint Financial
Arizona
$533K -$23 -1 -0%
LWM
271
LJI Wealth Management
Indiana
$530K +$459K +146,403 +650%
HL
272
HeadInvest LLC
Maine
$522K -$25.9K -1,100 -5%
JPMPWA
273
J.P. Morgan Private Wealth Advisors
California
$514K -$148K -6,367 -22%
WFA
274
Websterrogers Financial Advisors
South Carolina
$504K -$16.7K -715 -3%
RA
275
Rise Advisors
New York
$502K +$6.55K +281 +1%