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Dimensional World ex US Core Equity 2 ETF

368 hedge funds and large institutions have $4.02B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+53
Holders Change %
+16.83%
% of All Funds
5.94%
Holding in Top 10
79
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+29.51%
% of All Funds
1.27%
New
79
Increased
131
Reduced
113
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWP
301
Abacus Wealth Partners
California
$266K +$266K +12,320 New
MSFS
302
Main Street Financial Solutions
Pennsylvania
$258K
AFA
303
American Financial Advisors
Georgia
$258K +$258K +11,928 New
EP
304
Essential Planning
New Hampshire
$257K
SFG
305
Sage Financial Group
Pennsylvania
$254K
IWA
306
Intercontinental Wealth Advisors
Texas
$248K
VCM
307
Vivaldi Capital Management
Illinois
$246K
AC
308
Anson Capital
Georgia
$244K
SFS
309
Sowell Financial Services
Arkansas
$242K +$242K +11,202 New
IF
310
Ironwood Financial
Arizona
$240K
IWM
311
IHT Wealth Management
Illinois
$238K +$238K +11,038 New
M&T Bank
312
M&T Bank
New York
$231K
Baird Financial Group
313
Baird Financial Group
Wisconsin
$230K
SG
314
Stonnington Group
California
$226K -$45.2K -2,000 -17%
FFA
315
Farther Finance Advisors
California
$217K +$217K +10,031 New
SS
316
Simplicity Solutions
Minnesota
$215K -$5.05K -234 -2%
Fidelity Investments
317
Fidelity Investments
Massachusetts
$215K -$45.2K -2,091 -17%
HIP
318
HUB Investment Partners
Texas
$214K -$374K -17,333 -64%
ACA
319
Affinity Capital Advisors
California
$212K +$212K +9,825 New
CPO
320
Cerity Partners OCIO
New York
$211K +$211K +9,761 New
SSWM
321
Sheets Smith Wealth Management
North Carolina
$210K +$210K +9,717 New
KA
322
Kovack Advisors
Florida
$206K +$206K +9,520 New
PTC
323
Private Trust Company
Ohio
$205K +$205K +9,479 New
VWA
324
V Wealth Advisors
Kansas
$203K +$203K +9,395 New
SIC
325
Samalin Investment Counsel
New York
$202K +$202K +9,350 New