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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.44%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
Comerica Bank
2
Comerica Bank
Texas
$95.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
GWA
4
Geometric Wealth Advisors
District of Columbia
$75.7M
5
PFO
5
Pathstone Family Office
New Jersey
$74.2M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
AF
2
Advisornet Financial
Minnesota
$87K
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.88M
4
AF
4
Alerus Financial
North Dakota
$61.4M
5
WIM
5
Warwick Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
276
Consilium Wealth Advisory
Texas
$209K +$209K +9,750 New
SSWM
277
Sheets Smith Wealth Management
North Carolina
$208K – – –
KA
278
Kovack Advisors
Florida
$205K – – –
SWM
279
Spire Wealth Management
Virginia
$202K +$202K +9,422 New
PTC
280
Private Trust Company
Ohio
$192K +$192K +8,938 New
BMD
281
Better Money Decisions
New Mexico
$166K +$166K +7,758 New
HI
282
Harbour Investments
Wisconsin
$165K +$165K +7,677 New
SFG
283
Steward Financial Group
Texas
$153K – – –
GLLW
284
Graves Light Lenhart Wealth
Virginia
$144K +$1.82K +85 +1%
CIAS
285
Capital Investment Advisory Services
North Carolina
$128K – – –
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$126K +$126K +5,858 New
OCM
287
Orion Capital Management
California
$118K +$118K +5,510 New
BHWM
288
Beaird Harris Wealth Management
Texas
$99K – – –
RBC
289
Roble Belko & Company
Pennsylvania
$97K – – –
AF
290
Advisornet Financial
Minnesota
$87K -$28M -1,297,535 -100%
HWA
291
Heritage Wealth Advisors
Virginia
$85K -$83.7K -3,900 -50%
PO
292
Private Ocean
California
$81K +$64 +3 +0.1%
AWM
293
Avior Wealth Management
Nebraska
$77K +$403 +19 +0.5%
TWM
294
Tradition Wealth Management
Minnesota
$77K +$985 +46 +1%
CMP
295
Coston McIsaac & Partners
Maine
$75K +$75K +3,502 New
QCG
296
Quadrant Capital Group
Ohio
$70K – – –
WTA
297
Washington Trust Advisors
Massachusetts
$69K – – –
IRC
298
Investors Research Corp
Georgia
$53K +$53K +2,452 New
JWBC
299
John W. Brooker & Co
California
$39K – – –
MAWCM
300
Mine & Arao Wealth Creation & Management
California
$34K +$435 +20 +1%
10 11
12
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