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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.43B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 165 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
6.82%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
43
Increased
171
Reduced
165
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
276
Francis Financial
$832K +$832K +32,725 New
TIM
277
Tortoise Investment Management
New York
$831K
Brown Advisory
278
Brown Advisory
Maryland
$823K
TLA
279
Tanglewood Legacy Advisors
Texas
$809K
CAM
280
Clark Asset Management
New Hampshire
$802K
WCA
281
Waypoint Capital Advisors
Minnesota
$801K -$99.3K -3,907 -11%
H
282
HoyleCohen
California
$799K
CIAS
283
CFS Investment Advisory Services
New Jersey
$794K
MAM
284
McCarthy Asset Management
California
$788K -$1.49M -58,666 -65%
FOA
285
Five Oceans Advisors
California
$765K -$194K -7,621 -20%
DWM
286
Diversify Wealth Management
Utah
$749K +$749K +30,840 New
TWM
287
Thrive Wealth Management
Pennsylvania
$740K +$740K +29,115 New
Natixis Advisors
288
Natixis Advisors
Massachusetts
$724K +$58.6K +2,302 +9%
PIFP
289
Partners in Financial Planning
Virginia
$720K -$43.3K -1,703 -6%
NHC
290
Nicholas Hoffman & Company
Georgia
$719K
KOMWMG
291
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$692K +$1.6K +63 +0.2%
SFM
292
Signet Financial Management
New Jersey
$691K -$3.89K -153 -0.6%
MSWMA
293
Market Street Wealth Management Advisors
Indiana
$678K -$10.2K -402 -1%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$673K -$50.5K -1,986 -7%
BTI
295
Blue Trust Inc
Georgia
$671K -$90.3K -3,550 -12%
QPWM
296
Quadrant Private Wealth Management
Pennsylvania
$665K -$5.08K -200 -0.8%
BFP
297
Brewster Financial Planning
New York
$662K
TCWM
298
Total Clarity Wealth Management
Illinois
$644K +$2.21K +87 +0.3%
EWM
299
Evercore Wealth Management
New York
$636K
M&T Bank
300
M&T Bank
New York
$634K -$3.13K -123 -0.5%