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Dimensional World ex US Core Equity 2 ETF

368 hedge funds and large institutions have $4.02B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+53
Holders Change %
+16.83%
% of All Funds
5.94%
Holding in Top 10
79
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+29.51%
% of All Funds
1.27%
New
79
Increased
131
Reduced
113
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
326
McLean Asset Management
Virginia
$202K +$202K +9,334 New
IGWM
327
ICA Group Wealth Management
Colorado
$198K +$198K +9,174 New
HI
328
Harbour Investments
Wisconsin
$166K
CAS
329
Coppell Advisory Solutions
Texas
$160K +$160K +7,403 New
CASC
330
Coppell Advisory Solutions Corp
Texas
$160K +$160K +7,403 New
CSWM
331
Cassady Schiller Wealth Management
Ohio
$154K +$154K +7,148 New
SFG
332
Steward Financial Group
Texas
$148K +$148K +6,865 New
CT
333
Colonial Trust
South Carolina
$141K +$141K +6,514 New
ASN
334
Advisory Services Network
Georgia
$132K +$132K +6,116 New
CIAS
335
Capital Investment Advisory Services
North Carolina
$129K
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$124K +$124K +5,745 New
YAL
337
Your Advocates Ltd
Texas
$106K -$148K -6,860 -58%
CWM
338
Cedar Wealth Management
California
$102K -$5.56M -257,172 -98%
BHWM
339
Beaird Harris Wealth Management
Texas
$100K
GFWA
340
Grey Fox Wealth Advisors
Delaware
$98.7K +$98.7K +4,569 New
RBC
341
Roble Belko & Company
Pennsylvania
$98K
FA
342
Fiduciary Alliance
South Carolina
$92.6K +$92.6K +4,289 New
SWM
343
Spire Wealth Management
Virginia
$92K +$6.35K +294 +7%
AF
344
Advisornet Financial
Minnesota
$87.2K
HWA
345
Heritage Wealth Advisors
Virginia
$85.5K
PO
346
Private Ocean
California
$81.9K +$86 +4 +0.1%
TWM
347
Tradition Wealth Management
Minnesota
$79K +$689 +32 +0.9%
QCG
348
Quadrant Capital Group
Ohio
$70.8K
EA
349
Evolution Advisers
Virginia
$70K +$69.1K +3,238 +8,095%
WTA
350
Washington Trust Advisors
Massachusetts
$69.3K