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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
2
GeoWealth Management
Illinois
$68.4M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
4
BetterWealth
California
$43.6M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$1.13M +$36.3K +1,461 +3%
MFG
277
Merit Financial Group
Georgia
$1.12M -$165K -6,636 -13%
CCA
278
Clarity Capital Advisors
Florida
$1.1M +$2.98K +120 +0.3%
VWA
279
VERITY Wealth Advisors
United States
$1.09M – – –
RLWM
280
RF&L Wealth Management
Massachusetts
$1.07M -$994 -40 -0.1%
MFC
281
Morris Financial Concepts
South Carolina
$1.07M -$624K -25,106 -37%
CNTOF
282
Canandaigua National Trust of Florida
New York
$1.06M +$788K +31,707 +287%
AWS
283
Atria Wealth Solutions
New York
$1.05M +$1.05M +42,109 New
FFG
284
Fiduciary Financial Group
California
$1.05M +$60.8K +2,479 +6%
MFIM
285
Mesirow Financial Investment Management
Illinois
$1.01M -$10.2K -410 -1%
LSIA
286
LaSalle St. Investment Advisors
Illinois
$1M +$149 +6 +0%
VFIC
287
Valley Forge Investment Consultants
Pennsylvania
$997K – – –
SIG
288
Spinnaker Investment Group
California
$979K -$69.1K -2,781 -7%
KCM
289
KM Capital Management
Texas
$973K +$9.07K +365 +0.9%
AQR Capital Management
290
AQR Capital Management
Connecticut
$970K +$46.2K +1,857 +5%
TCM
291
TruNorth Capital Management
Michigan
$963K -$75.5K -3,038 -7%
NA
292
NewEdge Advisors
Louisiana
$958K -$8.5K -342 -0.9%
DAS
293
Dynamic Advisor Solutions
Arizona
$957K -$45.8K -1,842 -5%
CAM
294
Cresset Asset Management
Illinois
$951K -$204K -8,195 -18%
WA
295
Wealthstream Advisors
New York
$951K -$10.3K -416 -1%
DT
296
Diversified Trust
Tennessee
$947K – – –
MWML
297
M Wealth Management LLC
California
$944K +$944K +37,989 New
CP
298
Capital Planning
Washington
$943K -$1.07K -43 -0.1%
PCA
299
Pallas Capital Advisors
Massachusetts
$936K – – –
MF
300
Montis Financial
Massachusetts
$933K +$701K +28,188 +302%
10 11
12
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