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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.17%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.2%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
276
Shakespeare Wealth Management
Wisconsin
$501K +$5.32K +228 +1%
FWP
277
Falcon Wealth Planning
California
$484K
LNC
278
Lincoln National Corp
Pennsylvania
$466K +$676 +29 +0.1%
3LCM
279
3D/L Capital Management
Connecticut
$466K +$11.6K +498 +3%
CT
280
Colonial Trust
South Carolina
$454K -$10K -430 -2%
S
281
SignatureFD
Georgia
$434K +$3.33K +143 +0.8%
NAS
282
Nicolet Advisory Services
Wisconsin
$432K -$5.42K -237 -1%
SCM
283
Sterneck Capital Management
Missouri
$421K
FW
284
FirstPurpose Wealth
Utah
$412K +$120K +5,167 +41%
SWP
285
Stratos Wealth Partners
Ohio
$407K +$141K +6,044 +53%
MGIA
286
Moneta Group Investment Advisors
Missouri
$407K +$3.68K +158 +0.9%
DI
287
Disciplined Investments
Oklahoma
$404K
VFP
288
Verus Financial Partners
Virginia
$400K +$748 +31 +0.2%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$399K +$12.7K +546 +3%
USCWA
290
U.S. Capital Wealth Advisors
Texas
$392K -$4.64K -199 -1%
PTC
291
Private Trust Company
Ohio
$391K +$170K +7,275 +77%
SFG
292
Sage Financial Group
Pennsylvania
$390K +$116K +4,965 +42%
MWM
293
Mission Wealth Management
California
$387K -$43.6K -1,869 -10%
FAIM
294
Financial Advocates Investment Management
Washington
$376K -$9.18K -394 -2%
BTI
295
Blue Trust Inc
Georgia
$371K +$371K +16,084 New
GP
296
Girard Partners
Pennsylvania
$366K
IAA
297
Independent Advisor Alliance
North Carolina
$366K +$366K +15,681 New
PCIA
298
Prime Capital Investment Advisors
Kansas
$363K -$125K -5,351 -26%
Brown Advisory
299
Brown Advisory
Maryland
$361K +$361K +15,498 New
WFAG
300
Wescott Financial Advisory Group
Pennsylvania
$359K +$3.64K +156 +1%