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Dimensional World ex US Core Equity 2 ETF

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRB
326
Shotwell Rutter Baer
Michigan
$376K +$376K +15,575 New
RCM
327
RB Capital Management
Nevada
$373K +$11K +452 +3%
PWS
328
Physician Wealth Solutions
Nevada
$373K +$373K +15,262 New
WFAG
329
Wescott Financial Advisory Group
Pennsylvania
$366K -$12.6K -515 -3%
BAWC
330
Boyce & Associates Wealth Consulting
Texas
$365K +$98.4K +4,029 +37%
SSC
331
Syverson Strege & Co
Iowa
$359K
SMA
332
Sage Mountain Advisors
Georgia
$355K
NAS
333
Nicolet Advisory Services
Wisconsin
$346K -$109K -4,518 -24%
CA
334
Clearstead Advisors
Ohio
$340K -$339K -13,883 -50%
CGFA
335
Colton Groome Financial Advisors
North Carolina
$335K +$335K +13,727 New
RIS
336
Retirement Income Solutions
Michigan
$334K
PWM
337
Perigon Wealth Management
California
$333K +$333K +13,623 New
CSIC
338
Clifford Swan Investment Counsel
California
$330K -$77.2K -3,160 -19%
CP
339
Canopy Partners
Ohio
$324K +$324K +13,262 New
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$319K +$319K +13,064 New
KSWA
341
Kathleen S. Wright Associates
Pennsylvania
$319K +$191K +7,978 +150%
AWM
342
Avior Wealth Management
Nebraska
$318K +$286K +11,718 +896%
RCG
343
Resource Consulting Group
Florida
$316K
CFG
344
Clayton Financial Group
Missouri
$311K +$311K +12,730 New
M
345
MOTCO
Texas
$302K
GVAG
346
Great Valley Advisor Group
Delaware
$296K +$296K +12,102 New
RFP
347
Root Financial Partners
California
$292K +$62K +2,540 +27%
AFA
348
American Financial Advisors
Georgia
$291K
JWCA
349
J.W. Cole Advisors
Florida
$291K +$291K +11,921 New
SFG
350
Sage Financial Group
Pennsylvania
$287K