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Dimensional World ex US Core Equity 2 ETF

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.49%
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
276
Clark Asset Management
New Hampshire
$802K
H
277
HoyleCohen
California
$800K
CIAS
278
CFS Investment Advisory Services
New Jersey
$794K
MF
279
Montis Financial
Massachusetts
$777K +$777K +30,546 New
PIFP
280
Partners in Financial Planning
Virginia
$764K +$483 +19 +0.1%
BTI
281
Blue Trust Inc
Georgia
$761K +$303K +11,899 +66%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$724K +$37.4K +1,470 +5%
TA
283
TFB Advisors
Kansas
$720K +$94.6K +3,792 +15%
NHC
284
Nicholas Hoffman & Company
Georgia
$719K
FW
285
FirstPurpose Wealth
Utah
$711K +$254K +10,042 +56%
SFM
286
Signet Financial Management
New Jersey
$696K +$33.3K +1,310 +5%
KOMWMG
287
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$691K +$22.4K +881 +3%
MSWMA
288
Market Street Wealth Management Advisors
Indiana
$689K +$29K +1,140 +4%
QPWM
289
Quadrant Private Wealth Management
Pennsylvania
$671K
Natixis Advisors
290
Natixis Advisors
Massachusetts
$666K +$666K +26,162 New
BFP
291
Brewster Financial Planning
New York
$663K
TCWM
292
Total Clarity Wealth Management
Illinois
$642K +$642K +25,230 New
M&T Bank
293
M&T Bank
New York
$637K
EWM
294
Evercore Wealth Management
New York
$636K -$8.4K -330 -1%
SWM
295
Shakespeare Wealth Management
Wisconsin
$633K +$39.8K +1,566 +7%
NB
296
NBT Bank
New York
$628K -$2.04K -80 -0.3%
PWS
297
Physician Wealth Solutions
Nevada
$611K +$223K +8,768 +57%
Qube Research & Technologies (QRT)
298
Qube Research & Technologies (QRT)
United Kingdom
$610K -$362K -14,230 -37%
WW
299
Waterfront Wealth
Kansas
$606K
TWP
300
Total Wealth Planning
Ohio
$598K -$393K -15,466 -40%