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Dimensional World ex US Core Equity 2 ETF

396 hedge funds and large institutions have $4.67B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 178 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+5
Holders Change %
+1.28%
% of All Funds
6.31%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
1.23%
New
28
Increased
178
Reduced
131
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
351
Spire Wealth Management
Virginia
$173K
HI
352
Harbour Investments
Wisconsin
$173K
CAS
353
Coppell Advisory Solutions
Texas
$160K +$13.4K +619 +9%
CSWM
354
Cassady Schiller Wealth Management
Ohio
$151K -$9.66K -429 -6%
CIAS
355
Capital Investment Advisory Services
North Carolina
$144K
SFG
356
Steward Financial Group
Texas
$139K
MJRIC
357
Mogy Joel R Investment Counsel
California
$123K -$31.5K -1,400 -20%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$122K
KSWA
359
Kathleen S. Wright Associates
Pennsylvania
$117K +$116K +5,300 +37,857%
Qube Research & Technologies (QRT)
360
Qube Research & Technologies (QRT)
United Kingdom
$114K +$23.6K +1,049 +26%
CSB
361
City State Bank
Iowa
$113K +$22.6K +1,000 +25%
FFA
362
Farther Finance Advisors
California
$110K
CWM
363
Cedar Wealth Management
California
$106K
AF
364
Advisornet Financial
Minnesota
$105K -$13.5K -600 -11%
BHWM
365
Beaird Harris Wealth Management
Texas
$104K
OCM
366
Orion Capital Management
California
$102K -$420K -18,669 -80%
PA
367
Parallel Advisors
California
$100K -$29K -1,287 -22%
CMP
368
Coston McIsaac & Partners
Maine
$100K +$760 +34 +0.8%
SIS
369
Sound Income Strategies
Florida
$96.3K +$96.3K +4,278 New
SPIA
370
Steward Partners Investment Advisory
New York
$92.2K +$92.2K +4,093 New
SL
371
Salomon & Ludwin
Virginia
$90.8K +$90.8K +4,034 New
HWA
372
Heritage Wealth Advisors
Virginia
$89.2K
PO
373
Private Ocean
California
$85.5K +$68 +3 +0.1%
TWM
374
Tradition Wealth Management
Minnesota
$85K +$791 +35 +0.9%
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$77.7K