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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.17%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.2%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSWMA
301
Market Street Wealth Management Advisors
Indiana
$356K
TWD
302
True Wealth Design
Ohio
$352K +$37.1K +1,591 +12%
SSC
303
Syverson Strege & Co
Iowa
$343K -$1.4K -60 -0.4%
SMA
304
Sage Mountain Advisors
Georgia
$339K
CSIC
305
Clifford Swan Investment Counsel
California
$330K
WA
306
Wealth Advisors
California
$324K
CA
307
Clearstead Advisors
Ohio
$324K
APP
308
Avantax Planning Partners
Iowa
$323K
RIS
309
Retirement Income Solutions
Michigan
$319K
PA
310
PFG Advisors
Arizona
$310K -$93.3K -4,002 -23%
RCG
311
Resource Consulting Group
Florida
$300K +$11.1K +475 +4%
SWM
312
Sanctuary Wealth Management
Idaho
$291K +$291K +12,484 New
W
313
WealthOne
New York
$290K -$8.07K -346 -3%
M
314
MOTCO
Texas
$288K
AT
315
American Trust
Kentucky
$281K +$5.5K +236 +2%
AFA
316
American Financial Advisors
Georgia
$278K
EP
317
Essential Planning
New Hampshire
$276K -$96.2K -4,125 -26%
IWA
318
Intercontinental Wealth Advisors
Texas
$272K +$4.2K +180 +2%
RCM
319
RB Capital Management
Nevada
$268K +$32.5K +1,393 +14%
KWM
320
Kingsview Wealth Management
Oregon
$266K +$3.45K +148 +1%
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$265K -$369K -15,813 -58%
2L
322
25 LLC
Missouri
$265K
IF
323
Ironwood Financial
Arizona
$259K
BMD
324
Better Money Decisions
New Mexico
$256K +$2.96K +127 +1%
EA
325
Efficient Advisors
Ohio
$256K +$256K +10,965 New