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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

552 hedge funds and large institutions have $6.19B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 210 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+18
Holders Change %
+3.37%
% of All Funds
7.5%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.21%
New
55
Increased
210
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
RFG Advisory
Alabama
+$50.2M
2
FMI
Factory Mutual Insurance
Massachusetts
+$24.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14M
4
AF
Allworth Financial
California
+$11.5M
5
Jane Street
Jane Street
New York
+$9.82M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.46B
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.7M
4
EP
Essential Planning
New Hampshire
-$15M
5
EFP
Elser Financial Planning
Indiana
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
276
Beacon Pointe Advisors
California
$1.2M -$125K -4,765 -9%
CCA
277
Clarity Capital Advisors
Florida
$1.18M +$11.2K +428 +1%
CSPIA
278
Cary Street Partners Investment Advisory
Virginia
$1.16M +$1.16M +44,434 New
VWA
279
VERITY Wealth Advisors
United States
$1.15M – – –
CSP
280
Cary Street Partners
Virginia
$1.14M -$886K -33,804 -44%
RLWM
281
RF&L Wealth Management
Massachusetts
$1.12M -$6.86K -262 -0.6%
OPS
282
Orion Portfolio Solutions
Nebraska
$1.1M -$480K -18,331 -30%
BCI
283
Brinker Capital Investments
Pennsylvania
$1.1M -$480K -18,331 -30%
MFC
284
Morris Financial Concepts
South Carolina
$1.1M -$29.4K -1,124 -3%
MFIM
285
Mesirow Financial Investment Management
Illinois
$1.07M +$1.28K +49 +0.1%
CL
286
Choreo LLC
Illinois
$1.07M +$175K +6,694 +20%
CFO
287
CVA Family Office
Colorado
$1.07M -$372K -14,212 -26%
KSWA
288
Kathleen S. Wright Associates
Pennsylvania
$1.06M -$326K -12,455 -24%
FFG
289
Fiduciary Financial Group
California
$1.06M +$9.96K +405 +1%
EW
290
Evoke Wealth
California
$1.06M +$1.06M +40,400 New
VFIC
291
Valley Forge Investment Consultants
Pennsylvania
$1.05M – – –
Natixis Advisors
292
Natixis Advisors
Massachusetts
$1.05M +$115K +4,398 +12%
Brown Advisory
293
Brown Advisory
Maryland
$1.04M +$196K +7,465 +23%
KCM
294
KM Capital Management
Texas
$1.04M +$13K +497 +1%
SIG
295
Spinnaker Investment Group
California
$1.03M – – –
MA
296
McGrath & Associates
North Carolina
$1.02M +$808K +30,835 +380%
TCM
297
TruNorth Capital Management
Michigan
$1.01M – – –
CAM
298
Cresset Asset Management
Illinois
$1M +$341 +13 +0%
DT
299
Diversified Trust
Tennessee
$998K – – –
WA
300
Wealthstream Advisors
New York
$997K -$4.69K -179 -0.5%
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12
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