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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.17%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.2%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
326
Gemmer Asset Management
California
$252K +$12.2K +522 +5%
AWP
327
Abacus Wealth Partners
California
$249K -$37.7K -1,617 -13%
Baird Financial Group
328
Baird Financial Group
Wisconsin
$248K
FA
329
Financial Alternatives
California
$241K +$12.9K +555 +6%
IWM
330
IHT Wealth Management
Illinois
$240K
SS
331
Simplicity Solutions
Minnesota
$233K
Fidelity Investments
332
Fidelity Investments
Massachusetts
$230K -$1.38K -59 -0.6%
M&T Bank
333
M&T Bank
New York
$229K
SIC
334
Samalin Investment Counsel
New York
$227K +$4.03K +173 +2%
SSWM
335
Sheets Smith Wealth Management
North Carolina
$227K
HIP
336
HUB Investment Partners
Texas
$226K +$396 +17 +0.2%
KA
337
Kovack Advisors
Florida
$222K
VWA
338
V Wealth Advisors
Kansas
$220K +$956 +41 +0.4%
RFP
339
Root Financial Partners
California
$217K +$2.82K +121 +1%
SAG
340
SageView Advisory Group
California
$208K +$208K +8,926 New
BAM
341
Belpointe Asset Management
Nevada
$205K -$1.2M -51,281 -85%
ACA
342
Affinity Capital Advisors
California
$202K -$26.9K -1,154 -12%
OC
343
Oakworth Capital
Alabama
$197K
SWM
344
Spire Wealth Management
Virginia
$180K
HI
345
Harbour Investments
Wisconsin
$179K
CSWM
346
Cassady Schiller Wealth Management
Ohio
$167K
MJRIC
347
Mogy Joel R Investment Counsel
California
$160K
IGWM
348
ICA Group Wealth Management
Colorado
$158K +$134K +5,766 +569%
CAS
349
Coppell Advisory Solutions
Texas
$157K +$157K +6,784 New
CIAS
350
Capital Investment Advisory Services
North Carolina
$150K +$5.13K +220 +4%