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Dimensional World ex US Core Equity 2 ETF

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
326
Clark Asset Management
New Hampshire
$784K
FOA
327
Five Oceans Advisors
California
$781K +$20.1K +810 +3%
CIAS
328
CFS Investment Advisory Services
New Jersey
$776K
SDWIA
329
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$763K -$3.73K -150 -0.5%
SWA
330
Stratos Wealth Advisors
Ohio
$761K -$71.5K -2,877 -9%
Fidelity Investments
331
Fidelity Investments
Massachusetts
$755K +$131K +5,273 +21%
BTI
332
Blue Trust Inc
Georgia
$751K +$300K +12,084 +67%
DI
333
Disciplined Investors
Texas
$748K +$748K +30,581 New
M&T Bank
334
M&T Bank
New York
$745K
DWM
335
Diversify Wealth Management
Utah
$743K +$5.5K +224 +0.7%
IPA
336
Investment Planning Advisors
Georgia
$716K +$131K +5,256 +22%
NHC
337
Nicholas Hoffman & Company
Georgia
$703K
GJIA
338
Glass Jacobson Investment Advisors
Maryland
$695K -$221K -8,874 -24%
TCWM
339
Total Clarity Wealth Management
Illinois
$692K +$21.4K +862 +3%
SFM
340
Signet Financial Management
New Jersey
$681K +$1.37K +55 +0.2%
PIFP
341
Partners in Financial Planning
Virginia
$668K -$721 -29 -0.1%
MGIA
342
Moneta Group Investment Advisors
Missouri
$665K +$10.8K +436 +2%
QPWM
343
Quadrant Private Wealth Management
Pennsylvania
$651K
MHB
344
Midwest Heritage Bank
Iowa
$646K -$153K -6,154 -19%
HIGP
345
Hill Investment Group Partners
Missouri
$637K +$49.6K +1,994 +8%
BFP
346
Brewster Financial Planning
New York
$627K -$21K -846 -3%
EWM
347
Evercore Wealth Management
New York
$622K
TA
348
TFB Advisors
Kansas
$621K +$40.2K +1,616 +7%
WW
349
Waterfront Wealth
Kansas
$601K
KRW
350
Kaufman Rossin Wealth
Florida
$589K +$589K +23,679 New