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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+12
Holders Change %
+2.55%
% of All Funds
6.97%
Holding in Top 10
74
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.07%
New
36
Increased
186
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$300M
2
FMI
Factory Mutual Insurance
Massachusetts
+$52.3M
3
AF
Allworth Financial
California
+$24.5M
4
GWWM
Great Waters Wealth Management
Minnesota
+$13.6M
5
AL
Aspiriant LLC
California
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$37.8M
2
RA
RFG Advisory
Alabama
-$29.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28M
4
CFA
Capstone Financial Advisors
Illinois
-$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
251
Dynamic Advisor Solutions
Arizona
$1.09M -$29.6K -1,095 -3%
LSIA
252
LaSalle St. Investment Advisors
Illinois
$1.09M +$9.2K +341 +0.9%
VFIC
253
Valley Forge Investment Consultants
Pennsylvania
$1.08M – – –
FFG
254
Fiduciary Financial Group
California
$1.07M +$45.4K +1,703 +4%
RWI
255
Red Wave Investments
Pennsylvania
$1.07M -$90.4K -3,346 -8%
NA
256
NewEdge Advisors
Louisiana
$1.05M -$174K -6,458 -14%
KCM
257
KM Capital Management
Texas
$1.05M +$7.16K +265 +0.7%
WA
258
Wealthstream Advisors
New York
$1.04M – – –
SIAG
259
Safeguard Investment Advisory Group
California
$1.04M +$1.3K +48 +0.1%
DT
260
Diversified Trust
Tennessee
$1.03M – – –
CP
261
Capital Planning
Washington
$1.03M +$68.1K +2,520 +7%
AQR Capital Management
262
AQR Capital Management
Connecticut
$1M +$574K +21,257 +134%
ACM
263
Advisors Capital Management
New Jersey
$999K -$2.7K -100 -0.3%
IA
264
IFG Advisors
Missouri
$996K -$1.41K -52 -0.1%
GJIA
265
Glass Jacobson Investment Advisors
Maryland
$995K +$5.56K +206 +0.6%
WWC
266
Waypoint Wealth Counsel
Georgia
$983K +$19.5K +723 +2%
PCA
267
Pallas Capital Advisors
Massachusetts
$983K -$2.27K -87 -0.2%
Vanguard Group
268
Vanguard Group
Pennsylvania
$981K +$13.3K +494 +1%
CW
269
CreativeOne Wealth
Kansas
$976K +$976K +36,138 New
WP
270
Westmount Partners
California
$975K – – –
IFS
271
Intelligent Financial Strategies
Minnesota
$964K -$10.4K -385 -1%
SRC
272
Sage Rhino Capital
California
$957K +$15.1K +558 +2%
ZF
273
Zhang Financial
Michigan
$957K +$12.9K +477 +1%
LEFP
274
Leading Edge Financial Planning
Tennessee
$950K -$209K -7,756 -18%
SWA
275
Stratos Wealth Advisors
Ohio
$904K – – –
9 10
11
12 13