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Dimensional World ex US Core Equity 2 ETF

396 hedge funds and large institutions have $4.67B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 178 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+5
Holders Change %
+1.28%
% of All Funds
6.31%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
1.23%
New
28
Increased
178
Reduced
131
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
251
Sage Rhino Capital
California
$776K +$2.18K +97 +0.3%
TA
252
TFB Advisors
Kansas
$766K +$48.8K +2,165 +7%
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$760K -$36.8K -1,634 -5%
GJIA
254
Glass Jacobson Investment Advisors
Maryland
$757K +$90K +3,997 +13%
CWP
255
Concord Wealth Partners
Virginia
$735K -$91.6K -4,067 -11%
Brown Advisory
256
Brown Advisory
Maryland
$732K +$383K +17,028 +110%
FTUS
257
Flow Traders U.S.
New York
$725K +$725K +32,185 New
SIG
258
Spinnaker Investment Group
California
$725K +$1.94K +86 +0.3%
H
259
HoyleCohen
California
$708K
CIAS
260
CFS Investment Advisory Services
New Jersey
$703K
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$695K +$310K +13,763 +80%
NA
262
NewEdge Advisors
Louisiana
$690K +$66.7K +2,962 +11%
PIFP
263
Partners in Financial Planning
Virginia
$673K +$3.6K +160 +0.5%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$647K -$89.7K -3,981 -12%
AP
265
Americana Partners
Texas
$647K +$647K +28,725 New
NHC
266
Nicholas Hoffman & Company
Georgia
$637K
IWN
267
Independent Wealth Network
Iowa
$628K
CA
268
Clearstead Advisors
Ohio
$626K +$313K +13,903 +100%
ASI
269
Advisory Services & Investments
Oregon
$609K
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$598K +$598K +26,557 New
QPWM
271
Quadrant Private Wealth Management
Pennsylvania
$594K
BFP
272
Brewster Financial Planning
New York
$584K +$5.86K +260 +1%
AG
273
Ascent Group
Virginia
$579K -$57K -2,561 -9%
KOMWMG
274
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$578K +$34.3K +1,525 +6%
EWM
275
Evercore Wealth Management
New York
$570K