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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 %
TWM
351
Tradition Wealth Management
Minnesota
$85K +$139 +6 +0.2%
CMP
352
Coston McIsaac & Partners
Maine
$81K +$114 +5 +0.1%
CSPIA
353
Cary Street Partners Investment Advisory
Virginia
$79.5K +$79.5K +3,449 New
QCG
354
Quadrant Capital Group
Ohio
$75.6K
WTA
355
Washington Trust Advisors
Massachusetts
$74K
RDFA
356
Ritter Daniher Financial Advisory
Ohio
$57.1K +$57.1K +2,475 New
WP
357
WealthPLAN Partners
Nebraska
$57K +$57K +2,470 New
IRC
358
Investors Research Corp
Georgia
$56.5K
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$35.7K
BFPW
360
BOK Financial Private Wealth
Colorado
$35.4K
AWM
361
Avior Wealth Management
Nebraska
$30.2K -$23.6K -1,024 -44%
RBC
362
Roble Belko & Company
Pennsylvania
$29K -$74.4K -3,267 -72%
KFI
363
Key Financial Inc
Pennsylvania
$28.2K
Wells Fargo
364
Wells Fargo
California
$26.1K +$26.1K +1,132 New
SCA
365
Stonebridge Capital Advisors
Minnesota
$24.7K +$24.7K +1,070 New
IGWM
366
ICA Group Wealth Management
Colorado
$23.4K -$188K -8,160 -89%
WTC
367
WhitTier Trust Company
Nevada
$20.1K
TIM
368
Thompson Investment Management
Wisconsin
$12.8K +$12.8K +557 New
ACA
369
Aptus Capital Advisors
Alabama
$11.8K
GWANC
370
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.8K
WWP
371
WR Wealth Planners
Missouri
$10.2K -$2.75M -119,409 -100%
EWP
372
Elevation Wealth Partners
California
$6.71K +$6.71K +291 New
NSG
373
Nalls Sherbakoff Group
Tennessee
$3.74K +$3.74K +163 New
CTC
374
Central Trust Company
Missouri
$3.67K -$438 -19 -11%
JFA
375
JNBA Financial Advisors
Minnesota
$3.51K