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Dimensional World ex US Core Equity 2 ETF

377 hedge funds and large institutions have $4.06B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
6.03%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.3%
New
31
Increased
158
Reduced
126
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
326
Samalin Investment Counsel
New York
$221K +$4.91K +213 +2%
KA
327
Kovack Advisors
Florida
$220K
PTC
328
Private Trust Company
Ohio
$219K
VWA
329
V Wealth Advisors
Kansas
$217K +$138 +6 +0.1%
RFP
330
Root Financial Partners
California
$212K +$212K +9,199 New
OC
331
Oakworth Capital
Alabama
$194K +$194K +8,432 New
SWM
332
Spire Wealth Management
Virginia
$178K +$79.4K +3,442 +81%
HI
333
Harbour Investments
Wisconsin
$177K
CSWM
334
Cassady Schiller Wealth Management
Ohio
$165K
SFG
335
Steward Financial Group
Texas
$158K
MJRIC
336
Mogy Joel R Investment Counsel
California
$158K +$158K +6,850 New
SWG
337
Summit Wealth Group
Vermont
$153K +$146K +3,364,775 +2,178%
FFA
338
Farther Finance Advisors
California
$149K -$82.5K -3,576 -36%
HGERS
339
Householder Group Estate & Retirement Specialist
Arizona
$147K +$147K +6,385 New
CIAS
340
Capital Investment Advisory Services
North Carolina
$143K +$5.07K +220 +4%
AWM
341
Aspire Wealth Management
Massachusetts
$127K +$127K +5,527 New
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$126K -$6.25K -271 -5%
AF
343
Advisornet Financial
Minnesota
$118K +$24.7K +1,070 +27%
Commonwealth Equity Services
344
Commonwealth Equity Services
Massachusetts
$109K +$9.04K +392,033 +9%
CWM
345
Cedar Wealth Management
California
$109K
BHWM
346
Beaird Harris Wealth Management
Texas
$107K
GFWA
347
Grey Fox Wealth Advisors
Delaware
$106K +$208 +9 +0.2%
ASN
348
Advisory Services Network
Georgia
$104K -$37.2K -1,613 -26%
HWA
349
Heritage Wealth Advisors
Virginia
$91.3K
PO
350
Private Ocean
California
$87.4K