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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

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
–

Top Buyers

1
MHS
M Holdings Securities
Oregon
$25.1M
2
Bank of America
Bank of America
North Carolina
$41.8M
3
OIA
OneDigital Investment Advisors
Kansas
$22.5M
4
CWS
Confluence Wealth Services
Pennsylvania
$20.2M
5
GWA
Geometric Wealth Advisors
District of Columbia
$152M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$7.05M
2
Jane Street
Jane Street
New York
$39.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$20.3M
5
LEFP
Leading Edge Financial Planning
Tennessee
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
351
Gemmer Asset Management
California
$286K +$1.37K +56 +0.5%
KWM
352
Kingsview Wealth Management
Oregon
$283K +$2.08K +85 +0.7%
LNC
353
Lincoln National Corp
Pennsylvania
$282K +$15.8K +647 +6%
FA
354
Financial Alternatives
California
$278K +$27.4K +1,120 +11%
BMD
355
Better Money Decisions
New Mexico
$272K +$1.76K +72 +0.7%
IA
356
IFP Advisors
Florida
$272K -$578K -23,654 -68%
IF
357
Ironwood Financial
Arizona
$271K – – –
2L
358
25 LLC
Missouri
$269K – – –
BC
359
Bartlett & Co
Ohio
$267K +$267K +10,920 New
BCWM
360
Bartlett & Co Wealth Management
Ohio
$267K +$267K +10,920 New
QCM
361
Quantinno Capital Management
New York
$263K -$66.1K -2,704 -20%
AWP
362
Abacus Wealth Partners
California
$245K – – –
SS
363
Simplicity Solutions
Minnesota
$239K – – –
HIP
364
HUB Investment Partners
Texas
$238K +$781 +32 +0.3%
SSWM
365
Sheets Smith Wealth Management
North Carolina
$237K – – –
USCWA
366
U.S. Capital Wealth Advisors
Texas
$237K -$163K -6,690 -41%
Fidelity Investments
367
Fidelity Investments
Massachusetts
$234K -$220 -9 -0.1%
KA
368
Kovack Advisors
Florida
$232K – – –
MGW
369
MB Generational Wealth
Washington
$224K +$224K +9,155 New
EP
370
Essential Planning
New Hampshire
$218K +$36.9K +1,510 +20%
Baird Financial Group
371
Baird Financial Group
Wisconsin
$218K -$41.7K -1,707 -16%
EP
372
Eudaimonia Partners
Tennessee
$211K +$211K +8,660 New
CC
373
Copperleaf Capital
North Carolina
$209K +$209K +8,550 New
OC
374
Oakworth Capital
Alabama
$206K – – –
WA
375
Waverly Advisors
Alabama
$206K +$206K +8,422 New
13 14
15
16 17