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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

553 hedge funds and large institutions have $6.2B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 211 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+18
Holders Change %
+3.36%
% of All Funds
7.51%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.22%
New
55
Increased
211
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
RFG Advisory
Alabama
+$50.2M
2
FMI
Factory Mutual Insurance
Massachusetts
+$24.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14M
4
AF
Allworth Financial
California
+$11.5M
5
Jane Street
Jane Street
New York
+$9.82M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.46B
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.7M
4
EP
Essential Planning
New Hampshire
-$15M
5
EFP
Elser Financial Planning
Indiana
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
301
Wealthstream Advisors
New York
$997K -$4.69K -179 -0.5%
SRC
302
Sage Rhino Capital
California
$987K +$105K +4,004 +12%
PCA
303
Pallas Capital Advisors
Massachusetts
$985K -$1.97K -75 -0.2%
MSWMA
304
Market Street Wealth Management Advisors
Indiana
$981K +$39.7K +1,514 +4%
MF
305
Montis Financial
Massachusetts
$973K -$10.3K -393 -1%
CP
306
Capital Planning
Washington
$971K -$22.1K -844 -2%
DAS
307
Dynamic Advisor Solutions
Arizona
$970K -$38.8K -1,479 -4%
Vanguard Group
308
Vanguard Group
Pennsylvania
$965K -$2.04K -78 -0.2%
ZF
309
Zhang Financial
Michigan
$965K +$33.4K +1,276 +4%
MWML
310
M Wealth Management LLC
California
$955K -$40.8K -1,556 -4%
WP
311
Westmount Partners
California
$946K – – –
NA
312
NewEdge Advisors
Louisiana
$938K -$71.7K -2,735 -7%
AF
313
Apollon Financial
South Carolina
$936K +$936K +35,741 New
IFS
314
Intelligent Financial Strategies
Minnesota
$935K – – –
FWMP
315
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$916K +$1.91K +73 +0.2%
LSIA
316
LaSalle St. Investment Advisors
Illinois
$914K -$142K -5,438 -13%
WWC
317
Waypoint Wealth Counsel
Georgia
$909K -$43.4K -1,656 -5%
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$908K +$9.09K +347 +1%
CW
319
Curio Wealth
Maryland
$901K -$1.46B -35,622 -100%
SIAG
320
Safeguard Investment Advisory Group
California
$897K -$75.1K -2,868 -8%
SDWIA
321
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$878K +$73.9K +2,819 +9%
FCI
322
Financial Counselors Inc
Kansas
$867K – – –
LEFP
323
Leading Edge Financial Planning
Tennessee
$854K -$15.7K -598 -2%
IPA
324
Investment Planning Advisors
Georgia
$842K +$86.5K +3,300 +11%
TIM
325
Tortoise Investment Management
New York
$837K -$20.2K -770 -2%
11 12
13
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