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Dimensional World ex US Core Equity 2 ETF

396 hedge funds and large institutions have $4.67B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 178 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+5
Holders Change %
+1.28%
% of All Funds
6.31%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
1.23%
New
28
Increased
178
Reduced
131
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
276
Signet Financial Management
New Jersey
$558K +$5.79K +257 +1%
OIA
277
OneDigital Investment Advisors
Kansas
$520K -$42.1K -1,869 -7%
DF
278
DecisionPoint Financial
Arizona
$514K
WW
279
Waterfront Wealth
Kansas
$514K
LWM
280
LJI Wealth Management
Indiana
$512K -$3.29M -146,168 -87%
MGIA
281
Moneta Group Investment Advisors
Missouri
$505K +$112K +4,974 +29%
SWM
282
Shakespeare Wealth Management
Wisconsin
$503K +$19K +843 +4%
IAA
283
Independent Advisor Alliance
North Carolina
$496K +$143K +6,359 +41%
RA
284
Rise Advisors
New York
$490K +$4.55K +202 +0.9%
WFA
285
Websterrogers Financial Advisors
South Carolina
$487K +$113 +5 +0%
RW
286
RVW Wealth
California
$478K -$92.1K -4,090 -16%
FWP
287
Falcon Wealth Planning
California
$467K
3LCM
288
3D/L Capital Management
Connecticut
$460K +$10.1K +450 +2%
CT
289
Colonial Trust
South Carolina
$433K -$5.81K -258 -1%
UWPG
290
Ullmann Wealth Partners Group
Florida
$426K -$15.9M -707,092 -97%
BTI
291
Blue Trust Inc
Georgia
$420K +$45K +1,931 +12%
FW
292
FirstPurpose Wealth
Utah
$419K +$21.1K +938 +5%
CA
293
Continuum Advisory
Idaho
$418K +$418K +18,541 New
PTC
294
Private Trust Company
Ohio
$415K +$37.7K +1,676 +10%
NAS
295
Nicolet Advisory Services
Wisconsin
$413K
SCM
296
Sterneck Capital Management
Missouri
$407K
SWP
297
Stratos Wealth Partners
Ohio
$406K +$13.3K +589 +3%
HL
298
HeadInvest LLC
Maine
$392K -$102K -4,583 -21%
JC
299
JB Capital
Connecticut
$384K +$384K +17,047 New
MWM
300
Mission Wealth Management
California
$382K +$7.57K +336 +2%