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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+12
Holders Change %
+2.55%
% of All Funds
6.97%
Holding in Top 10
74
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.07%
New
36
Increased
186
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$300M
2
FMI
Factory Mutual Insurance
Massachusetts
+$52.3M
3
AF
Allworth Financial
California
+$24.5M
4
GWWM
Great Waters Wealth Management
Minnesota
+$13.6M
5
AL
Aspiriant LLC
California
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$37.8M
2
RA
RFG Advisory
Alabama
-$29.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28M
4
CFA
Capstone Financial Advisors
Illinois
-$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
276
Financial Counselors Inc
Kansas
$894K – – –
FF
277
Francis Financial
$884K – – –
TIM
278
Tortoise Investment Management
New York
$883K – – –
LWA
279
Lantern Wealth Advisors
New York
$881K +$6.54K +910 +0.7%
Brown Advisory
280
Brown Advisory
Maryland
$879K +$3.62K +134 +0.4%
MHB
281
Midwest Heritage Bank
Iowa
$868K -$229K -8,471 -21%
TLA
282
Tanglewood Legacy Advisors
Texas
$860K – – –
CT
283
Colonial Trust
South Carolina
$852K +$399K +14,759 +88%
CAM
284
Clark Asset Management
New Hampshire
$852K – – –
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$845K +$129K +4,783 +18%
CIAS
286
CFS Investment Advisory Services
New Jersey
$843K – – –
SDWIA
287
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$833K -$743K -27,517 -47%
FOA
288
Five Oceans Advisors
California
$827K +$14.1K +521 +2%
M&T Bank
289
M&T Bank
New York
$809K +$136K +5,017 +20%
Natixis Advisors
290
Natixis Advisors
Massachusetts
$784K +$14.8K +546 +2%
DWM
291
Diversify Wealth Management
Utah
$782K -$20.3K -779 -3%
MAM
292
McCarthy Asset Management
California
$770K -$67.3K -2,491 -8%
NHC
293
Nicholas Hoffman & Company
Georgia
$764K – – –
FWP
294
Falcon Wealth Planning
California
$759K +$254K +9,406 +50%
SFM
295
Signet Financial Management
New Jersey
$739K +$4.3K +159 +0.6%
TCWM
296
Total Clarity Wealth Management
Illinois
$729K +$44.9K +1,664 +7%
PIFP
297
Partners in Financial Planning
Virginia
$727K -$38.4K -1,423 -5%
MSWMA
298
Market Street Wealth Management Advisors
Indiana
$721K +$837 +31 +0.1%
MGIA
299
Moneta Group Investment Advisors
Missouri
$711K +$184K +6,824 +35%
QPWM
300
Quadrant Private Wealth Management
Pennsylvania
$707K – – –
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