DFAX icon

Dimensional World ex US Core Equity 2 ETF

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Shares
Change %
SIAG
301
Safeguard Investment Advisory Group
California
$923K -$31.1K -1,250 -3%
Vanguard Group
302
Vanguard Group
Pennsylvania
$918K +$14.4K +579 +2%
RWI
303
Red Wave Investments
Pennsylvania
$905K -$79.3K -3,188 -8%
WWC
304
Waypoint Wealth Counsel
Georgia
$904K -$547 -22 -0.1%
WP
305
Westmount Partners
California
$898K
MSWMA
306
Market Street Wealth Management Advisors
Indiana
$894K +$230K +9,235 +35%
IFS
307
Intelligent Financial Strategies
Minnesota
$888K
CW
308
Curio Wealth
Maryland
$886K +$886K +35,644 New
LIA
309
Lynx Investment Advisory
District of Columbia
$885K -$186K -7,497 -17%
CT
310
Colonial Trust
South Carolina
$884K +$99.3K +3,996 +13%
ZF
311
Zhang Financial
Michigan
$884K +$3.08K +124 +0.4%
Natixis Advisors
312
Natixis Advisors
Massachusetts
$882K +$161K +6,475 +22%
FWMP
313
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$867K +$867K +34,880 New
CW
314
CreativeOne Wealth
Kansas
$855K -$43.2K -1,736 -5%
Janney Montgomery Scott
315
Janney Montgomery Scott
Pennsylvania
$853K +$500K +20,101 +141%
ACM
316
Advisors Capital Management
New Jersey
$847K -$72.1K -2,900 -8%
CL
317
Choreo LLC
Illinois
$847K -$401K -16,140 -32%
Jones Financial Companies
318
Jones Financial Companies
Missouri
$843K +$469K +18,847 +125%
SRC
319
Sage Rhino Capital
California
$837K -$43.8K -1,762 -5%
LEFP
320
Leading Edge Financial Planning
Tennessee
$825K -$48.9K -1,968 -6%
FCI
321
Financial Counselors Inc
Kansas
$823K
FF
322
Francis Financial
$814K
TIM
323
Tortoise Investment Management
New York
$813K
Brown Advisory
324
Brown Advisory
Maryland
$805K -$3.33K -134 -0.4%
TLA
325
Tanglewood Legacy Advisors
Texas
$791K