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Dimensional World ex US Core Equity 2 ETF

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
251
KM Capital Management
Texas
$1.03M +$7.45K +305 +0.7%
DAS
252
Dynamic Advisor Solutions
Arizona
$1.02M -$69.7K -2,896 -6%
SIAG
253
Safeguard Investment Advisory Group
California
$1.02M -$35.5K -1,452 -3%
HB
254
HTLF Bank
Colorado
$991K +$991K +40,591 New
MA
255
Mutual Advisors
Nebraska
$973K -$654K -26,800 -40%
TWP
256
Total Wealth Planning
Ohio
$952K -$1.49M -61,148 -61%
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$933K +$810K +33,171 +657%
Vanguard Group
258
Vanguard Group
Pennsylvania
$932K +$20.4K +836 +2%
DT
259
Diversified Trust
Tennessee
$930K
FOA
260
Five Oceans Advisors
California
$929K +$23.4K +957 +3%
PCA
261
Pallas Capital Advisors
Massachusetts
$922K
GJIA
262
Glass Jacobson Investment Advisors
Maryland
$915K +$94K +3,850 +11%
WCA
263
Waypoint Capital Advisors
Minnesota
$882K
WP
264
Westmount Partners
California
$882K -$35.4K -1,448 -4%
NA
265
NewEdge Advisors
Louisiana
$873K +$143K +6,002 +20%
IA
266
IFG Advisors
Missouri
$853K +$3.22K +132 +0.4%
SRC
267
Sage Rhino Capital
California
$848K +$6.18K +253 +0.7%
IAA
268
Independent Advisor Alliance
North Carolina
$816K +$278K +11,370 +52%
TIM
269
Tortoise Investment Management
New York
$799K -$228K -9,340 -22%
Brown Advisory
270
Brown Advisory
Maryland
$794K
MFIM
271
Mesirow Financial Investment Management
Illinois
$773K +$773K +31,660 New
CAM
272
Clark Asset Management
New Hampshire
$770K -$2.05M -84,019 -73%
H
273
HoyleCohen
California
$768K
CIAS
274
CFS Investment Advisory Services
New Jersey
$762K
WWC
275
Waypoint Wealth Counsel
Georgia
$753K -$269K -11,000 -26%