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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+12
Holders Change %
+2.55%
% of All Funds
6.97%
Holding in Top 10
74
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.07%
New
36
Increased
186
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$300M
2
FMI
Factory Mutual Insurance
Massachusetts
+$52.3M
3
AF
Allworth Financial
California
+$24.5M
4
GWWM
Great Waters Wealth Management
Minnesota
+$13.6M
5
AL
Aspiriant LLC
California
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$37.8M
2
RA
RFG Advisory
Alabama
-$29.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28M
4
CFA
Capstone Financial Advisors
Illinois
-$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
326
Mowery & Schoenfeld Wealth Management
Illinois
$529K – – –
PFBT
327
Parkside Financial Bank & Trust
Missouri
$528K – – –
FA
328
Financial Alternatives
California
$525K +$21.7K +802 +4%
JC
329
JB Capital
Connecticut
$505K -$22.3K -827 -4%
NB
330
NBT Bank
New York
$498K -$102K -3,762 -17%
TWCA
331
Two West Capital Advisors
Kansas
$497K -$17.1K -633 -3%
SWP
332
Stratos Wealth Partners
Ohio
$490K -$28.2K -1,043 -5%
SCM
333
Sterneck Capital Management
Missouri
$488K – – –
SFC
334
Sprinkle Financial Consultants
Colorado
$481K +$18K +666 +4%
PTC
335
Private Trust Company
Ohio
$478K – – –
PA
336
Probity Advisors
Texas
$465K +$465K +17,231 New
BTI
337
Blue Trust Inc
Georgia
$461K -$210K -8,242 -31%
MWM
338
Mission Wealth Management
California
$456K -$1.89K -70 -0.4%
S
339
SignatureFD
Georgia
$455K +$1.92K +71 +0.4%
SA
340
Stewardship Advisors
Pennsylvania
$450K +$450K +16,646 New
VFP
341
Verus Financial Partners
Virginia
$450K +$432 +16 +0.1%
FWI
342
Facet Wealth Inc
Maryland
$442K -$153K -5,914 -26%
First Manhattan
343
First Manhattan
New York
$431K +$431K +15,952 New
AG
344
Ascent Group
Virginia
$430K -$18.3K -677 -4%
PCIA
345
Prime Capital Investment Advisors
Kansas
$417K -$3.97K -147 -0.9%
ECG
346
Edge Capital Group
Georgia
$412K – – –
Jones Financial Companies
347
Jones Financial Companies
Missouri
$409K +$390K +14,363 +2,040%
SSC
348
Syverson Strege & Co
Iowa
$402K -$27 -1 -0%
FPF
349
First Pacific Financial
Washington
$399K +$2.73K +101 +0.7%
AAS
350
Avantax Advisory Services
Texas
$397K +$102K +3,769 +34%
12 13
14
15 16