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Dimensional World ex US Core Equity 2 ETF

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIFP
276
Partners in Financial Planning
Virginia
$733K +$3.05K +125 +0.4%
CP
277
Capital Planning
Washington
$727K +$727K +29,783 New
NHC
278
Nicholas Hoffman & Company
Georgia
$690K
SPIA
279
Steward Partners Investment Advisory
New York
$675K +$575K +23,529 +575%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$660K -$42.4K -1,738 -6%
QPWM
281
Quadrant Private Wealth Management
Pennsylvania
$644K
KOMWMG
282
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$642K +$15.4K +632 +2%
BFP
283
Brewster Financial Planning
New York
$636K +$3.05K +125 +0.5%
SFM
284
Signet Financial Management
New Jersey
$636K +$30.6K +1,254 +5%
MSWMA
285
Market Street Wealth Management Advisors
Indiana
$634K +$267K +10,949 +73%
Envestnet Portfolio Solutions
286
Envestnet Portfolio Solutions
Illinois
$628K -$20.9K -856 -3%
EWM
287
Evercore Wealth Management
New York
$619K
M&T Bank
288
M&T Bank
New York
$612K +$373K +15,283 +156%
TA
289
TFB Advisors
Kansas
$611K -$219K -8,988 -26%
NB
290
NBT Bank
New York
$604K +$604K +24,751 New
ASI
291
Advisory Services & Investments
Oregon
$596K -$63.9K -2,616 -10%
WW
292
Waterfront Wealth
Kansas
$590K +$9.23K +378 +2%
Cerity Partners
293
Cerity Partners
New York
$576K +$327K +13,413 +131%
SWM
294
Shakespeare Wealth Management
Wisconsin
$569K +$24K +983 +4%
IWN
295
Independent Wealth Network
Iowa
$562K -$120K -4,894 -18%
LWM
296
LJI Wealth Management
Indiana
$559K +$3.59K +147 +0.6%
DF
297
DecisionPoint Financial
Arizona
$558K
AG
298
Ascent Group
Virginia
$550K -$79.9K -3,301 -13%
RA
299
Rise Advisors
New York
$535K +$3.91K +160 +0.7%
FIM
300
Freedom Investment Management
Connecticut
$531K +$531K +21,750 New