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Dimensional World ex US Core Equity 2 ETF

377 hedge funds and large institutions have $4.06B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
6.03%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.3%
New
31
Increased
158
Reduced
126
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
276
Nicolet Advisory Services
Wisconsin
$442K
MWM
277
Mission Wealth Management
California
$426K -$18.4K -800 -4%
S
278
SignatureFD
Georgia
$426K +$461 +20 +0.1%
SCM
279
Sterneck Capital Management
Missouri
$416K
DI
280
Disciplined Investments
Oklahoma
$400K
MGIA
281
Moneta Group Investment Advisors
Missouri
$399K +$29.4K +1,277 +8%
PA
282
PFG Advisors
Arizona
$399K +$399K +17,283 New
USCWA
283
U.S. Capital Wealth Advisors
Texas
$393K
VFP
284
Verus Financial Partners
Virginia
$384K +$93 +4 +0%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$382K -$554 -24 -0.1%
FAIM
286
Financial Advocates Investment Management
Washington
$381K -$59K -2,558 -13%
GP
287
Girard Partners
Pennsylvania
$362K +$362K +15,690 New
SFS
288
Sowell Financial Services
Arkansas
$358K +$99.7K +4,324 +39%
MSWMA
289
Market Street Wealth Management Advisors
Indiana
$352K
WFAG
290
Wescott Financial Advisory Group
Pennsylvania
$352K -$39.1K -1,696 -10%
SSC
291
Syverson Strege & Co
Iowa
$341K -$46 -2 -0%
SMA
292
Sage Mountain Advisors
Georgia
$335K
CSIC
293
Clifford Swan Investment Counsel
California
$326K
CA
294
Clearstead Advisors
Ohio
$321K -$9.11K -395 -3%
APP
295
Avantax Planning Partners
Iowa
$319K
WA
296
Wealth Advisors
California
$317K -$32.6K -1,402 -9%
RIS
297
Retirement Income Solutions
Michigan
$316K
TWD
298
True Wealth Design
Ohio
$312K +$312K +13,515 New
W
299
WealthOne
New York
$295K +$8.6K +373 +3%
AWP
300
Abacus Wealth Partners
California
$289K -$683 -29 -0.2%