DFAX icon

Dimensional World ex US Core Equity 2 ETF

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
301
RVW Wealth
California
$519K +$122 +5 +0%
WFA
302
Websterrogers Financial Advisors
South Carolina
$510K -$18.1K -741 -3%
FWP
303
Falcon Wealth Planning
California
$507K
CT
304
Colonial Trust
South Carolina
$466K -$3.76K -154 -0.8%
CA
305
Continuum Advisory
Idaho
$453K
MGIA
306
Moneta Group Investment Advisors
Missouri
$449K -$98.8K -4,046 -18%
FW
307
FirstPurpose Wealth
Utah
$441K -$13.5K -552 -3%
SCM
308
Sterneck Capital Management
Missouri
$441K
PTC
309
Private Trust Company
Ohio
$438K -$12.2K -500 -3%
SWP
310
Stratos Wealth Partners
Ohio
$435K -$5.45K -223 -1%
JC
311
JB Capital
Connecticut
$419K +$3.03K +124 +0.7%
UWPG
312
Ullmann Wealth Partners Group
Florida
$419K -$43.7K -1,788 -9%
MWM
313
Mission Wealth Management
California
$414K
SRCM
314
Signature Resources Capital Management
California
$413K +$413K +16,930 New
HL
315
HeadInvest LLC
Maine
$409K -$21.8K -892 -5%
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
$408K -$415K -17,029 -50%
PCIA
317
Prime Capital Investment Advisors
Kansas
$408K +$20K +817 +5%
S
318
SignatureFD
Georgia
$406K +$1.81K +74 +0.4%
BTI
319
Blue Trust Inc
Georgia
$406K
APP
320
Avantax Planning Partners
Iowa
$405K +$66.6K +2,728 +20%
SFC
321
Sprinkle Financial Consultants
Colorado
$404K +$404K +16,559 New
FAIM
322
Financial Advocates Investment Management
Washington
$403K +$403K +16,486 New
VFP
323
Verus Financial Partners
Virginia
$399K +$408 +17 +0.1%
AQR Capital Management
324
AQR Capital Management
Connecticut
$389K +$389K +15,912 New
GP
325
Girard Partners
Pennsylvania
$383K