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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.44%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
Comerica Bank
2
Comerica Bank
Texas
$95.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
GWA
4
Geometric Wealth Advisors
District of Columbia
$75.7M
5
PFO
5
Pathstone Family Office
New Jersey
$74.2M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
AF
2
Advisornet Financial
Minnesota
$87K
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.88M
4
AF
4
Alerus Financial
North Dakota
$61.4M
5
WIM
5
Warwick Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$33K -$4.17K -196 -11%
BFPW
302
BOK Financial Private Wealth
Colorado
$33K +$33K +1,535 New
CI
303
CX Institutional
Indiana
$29K +$29K +1,346 New
SSC
304
Syverson Strege & Co
Iowa
$29K +$29K +1,349 New
Wells Fargo
305
Wells Fargo
California
$26K -$43.9K -2,007 -63%
KFI
306
Key Financial Inc
Pennsylvania
$26K – – –
PFA
307
Professional Financial Advisors
Nebraska
$24K – – –
US Bancorp
308
US Bancorp
Minnesota
$23K – – –
FCFS
309
First Command Financial Services
Texas
$19K +$19K +874 New
FCB
310
First Command Bank
Texas
$19K +$19K +874 New
RIM
311
Rockbridge Investment Management
New York
$18.9K -$43K -2,006 -69%
ACA
312
Aptus Capital Advisors
Alabama
$11K – – –
GWANC
313
Guardian Wealth Advisors (North Carolina)
North Carolina
$11K +$11K +511 New
HFS
314
Heritage Financial Services
Massachusetts
$9K +$9K +448 New
GI
315
Gradient Investments
Minnesota
$6K +$6K +303 New
FBC
316
Fairfield, Bush & Co
Connecticut
$5K +$5K +220 New
JFA
317
JNBA Financial Advisors
Minnesota
$3K – – –
CFN
318
Cordasco Financial Network
Florida
$3K +$3K +125 New
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
GTAM
320
Global Trust Asset Management
Florida
$1K – – –
EVM
321
Eaton Vance Management
Massachusetts
– -$85.7M -3,434,557 Closed
WIM
322
Warwick Investment Management
Texas
– -$7.97M -319,441 Closed
OMC
323
Old Mission Capital
Illinois
– -$6.75M -270,619 Closed
Citadel Advisors
324
Citadel Advisors
Florida
– -$2.47M -98,961 Closed
HWMA
325
Heritage Wealth Management (Arizona)
Arizona
– -$1.21M -48,582 Closed
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