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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

552 hedge funds and large institutions have $6.19B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 210 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+18
Holders Change %
+3.37%
% of All Funds
7.5%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.21%
New
55
Increased
210
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
RFG Advisory
Alabama
+$50.2M
2
FMI
Factory Mutual Insurance
Massachusetts
+$24.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14M
4
AF
Allworth Financial
California
+$11.5M
5
Jane Street
Jane Street
New York
+$9.82M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.46B
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.7M
4
EP
Essential Planning
New Hampshire
-$15M
5
EFP
Elser Financial Planning
Indiana
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGPCS
251
Capital Group Private Client Services
California
$1.57M +$29.1K +1,112 +2%
Jones Financial Companies
252
Jones Financial Companies
Missouri
$1.56M +$660K +24,994 +74%
NDWM
253
New Dimensions Wealth Management
Texas
$1.55M +$1.55M +59,313 New
CW
254
CreativeOne Wealth
Kansas
$1.52M +$622K +23,731 +69%
AWP
255
Astra Wealth Partners
New Jersey
$1.52M – – –
RS
256
Retirement Solution
Washington
$1.5M -$883K -33,705 -37%
HCM
257
Hutchinson Capital Management
California
$1.49M +$5.55K +212 +0.4%
Citadel Advisors
258
Citadel Advisors
Florida
$1.48M -$498K -19,007 -25%
IAG
259
Investmark Advisory Group
Connecticut
$1.38M -$14.1K -539 -1%
IA
260
IFG Advisors
Missouri
$1.35M -$21.7K -829 -2%
VAG
261
Vannoy Advisory Group
Texas
$1.35M +$34.6K +1,320 +3%
MFG
262
Merit Financial Group
Georgia
$1.34M +$162K +6,175 +14%
BFG
263
Berger Financial Group
Minnesota
$1.33M -$79.3K -3,028 -6%
PWM
264
Perigon Wealth Management
California
$1.33M +$472 +18 +0%
UI
265
Unconventional Investor
New Hampshire
$1.28M – – –
EWA
266
Elevate Wealth Advisory
Georgia
$1.27M +$524 +20 +0%
TC
267
TownSquare Capital
Utah
$1.27M -$13.4K -511 -1%
BMWS
268
Brady Martz Wealth Solutions
North Dakota
$1.27M -$105 -4 -0%
SFS
269
Security Financial Services
Indiana
$1.24M -$60.2K -2,297 -5%
HWMC
270
Heritage Wealth Management (California)
California
$1.23M -$9.85K -376 -0.8%
PMIM
271
Prudent Man Investment Management
Colorado
$1.23M – – –
LPP
272
Life Planning Partners
Florida
$1.22M +$11.9K +454 +1%
CPWM
273
Cypress Point Wealth Management
Texas
$1.22M -$617K -23,550 -34%
SPIA
274
Steward Partners Investment Advisory
New York
$1.21M +$20.9K +796 +2%
KF
275
Krilogy Financial
Missouri
$1.21M +$183 +7 +0%
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