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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
2
GeoWealth Management
Illinois
$68.4M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
4
BetterWealth
California
$43.6M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RLIM
251
Red Lighthouse Investment Management
New York
$1.5M – – –
OPS
252
Orion Portfolio Solutions
Nebraska
$1.5M +$103K +4,152 +7%
BCI
253
Brinker Capital Investments
Pennsylvania
$1.5M +$103K +4,152 +7%
CGPCS
254
Capital Group Private Client Services
California
$1.46M – – –
AWP
255
Astra Wealth Partners
New Jersey
$1.44M +$1.44M +57,943 New
CFS
256
Cannon Financial Strategists
Georgia
$1.42M +$254K +10,218 +22%
HCM
257
Hutchinson Capital Management
California
$1.4M -$17.2K -691 -1%
CFO
258
CVA Family Office
Colorado
$1.37M -$200K -8,050 -13%
BFG
259
Berger Financial Group
Minnesota
$1.34M +$1.34M +53,966 New
IAG
260
Investmark Advisory Group
Connecticut
$1.32M +$78.9K +3,175 +6%
KSWA
261
Kathleen S. Wright Associates
Pennsylvania
$1.32M +$56.5K +2,275 +4%
IA
262
IFG Advisors
Missouri
$1.3M +$388K +15,592 +42%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$512K +20,591 +66%
PWM
264
Perigon Wealth Management
California
$1.27M +$1.77K +71 +0.1%
BPA
265
Beacon Pointe Advisors
California
$1.25M -$5.07K -204 -0.4%
VAG
266
Vannoy Advisory Group
Texas
$1.25M +$56.5K +2,274 +5%
SFS
267
Security Financial Services
Indiana
$1.24M – – –
PMIM
268
Prudent Man Investment Management
Colorado
$1.23M +$1.23M +49,363 New
TC
269
TownSquare Capital
Utah
$1.22M – – –
UI
270
Unconventional Investor
New Hampshire
$1.22M – – –
EWA
271
Elevate Wealth Advisory
Georgia
$1.21M +$1.82K +73 +0.2%
BMWS
272
Brady Martz Wealth Solutions
North Dakota
$1.19M +$1.19M +48,329 New
HWMC
273
Heritage Wealth Management (California)
California
$1.18M -$35.3K -1,421 -3%
LPP
274
Life Planning Partners
Florida
$1.15M – – –
KF
275
Krilogy Financial
Missouri
$1.14M +$646 +26 +0.1%
9 10
11
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