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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.43B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 165 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
6.82%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
43
Increased
171
Reduced
165
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WW
301
Waterfront Wealth
Kansas
$614K
Northern Trust
302
Northern Trust
Illinois
$611K +$611K +24,022 New
HIGP
303
Hill Investment Group Partners
Missouri
$609K +$609K +23,613 New
TA
304
TFB Advisors
Kansas
$601K -$132K -5,185 -18%
IPA
305
Investment Planning Advisors
Georgia
$599K +$599K +23,563 New
FWI
306
Facet Wealth Inc
Maryland
$589K +$589K +23,027 New
MHS
307
M Holdings Securities
Oregon
$589K -$5.52K -218 -0.9%
LWM
308
LJI Wealth Management
Indiana
$588K +$5.49K +216 +0.9%
ASI
309
Advisory Services & Investments
Oregon
$584K -$9K -354 -2%
IWN
310
Independent Wealth Network
Iowa
$577K
DF
311
DecisionPoint Financial
Arizona
$570K
Bank of New York Mellon
312
Bank of New York Mellon
New York
$566K +$566K +22,258 New
NB
313
NBT Bank
New York
$564K -$63K -2,477 -10%
RA
314
Rise Advisors
New York
$564K +$6.48K +255 +1%
FIM
315
Freedom Investment Management
Connecticut
$560K -$5.95K -234 -1%
WFA
316
Websterrogers Financial Advisors
South Carolina
$523K -$7.88K -310 -1%
QCM
317
Quantinno Capital Management
New York
$521K +$76.8K +3,021 +17%
Envestnet Portfolio Solutions
318
Envestnet Portfolio Solutions
Illinois
$521K -$23.7K -932 -4%
RW
319
RVW Wealth
California
$510K -$3.74K -147 -0.7%
SWM
320
Shakespeare Wealth Management
Wisconsin
$503K -$129K -5,083 -20%
MSWM
321
Mowery & Schoenfeld Wealth Management
Illinois
$498K +$498K +19,590 New
PFBT
322
Parkside Financial Bank & Trust
Missouri
$497K +$497K +19,558 New
JC
323
JB Capital
Connecticut
$496K +$5.67K +223 +1%
MGIA
324
Moneta Group Investment Advisors
Missouri
$495K +$28.1K +1,105 +6%
BAWC
325
Boyce & Associates Wealth Consulting
Texas
$488K +$49.2K +1,936 +11%