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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.5%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$38.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$72.6M
3
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
$25.1M
4
SFS
4
Sowell Financial Services
Arkansas
$16.7M
5
MWA
5
Monograph Wealth Advisors
California
$131M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$49.5M
2
Jane Street
2
Jane Street
New York
$15.4M
3
MHS
3
M Holdings Securities
Oregon
$597K
4
OMC
4
Old Mission Capital
Illinois
$2.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
351
Stock Yards Bank & Trust
Kentucky
$309K +$309K +12,130 New
WFAG
352
Wescott Financial Advisory Group
Pennsylvania
$308K -$73.5K -2,888 -19%
GVAG
353
Great Valley Advisor Group
Delaware
$308K – – –
AFA
354
American Financial Advisors
Georgia
$303K – – –
SFG
355
Sage Financial Group
Pennsylvania
$299K – – –
TF
356
Threadgill Financial
Texas
$298K +$298K +11,718 New
KWM
357
Kingsview Wealth Management
Oregon
$295K +$331 +13 +0.1%
SPC
358
Sigma Planning Corp
Michigan
$294K +$294K +11,542 New
IF
359
Ironwood Financial
Arizona
$282K – – –
2L
360
25 LLC
Missouri
$280K – – –
FTUS
361
Flow Traders U.S.
New York
$280K +$280K +10,990 New
NFG
362
Northeast Financial Group
Pennsylvania
$278K +$278K +10,944 New
BMD
363
Better Money Decisions
New Mexico
$276K -$7.53K -296 -3%
Baird Financial Group
364
Baird Financial Group
Wisconsin
$273K +$45.8K +1,800 +20%
CFG
365
Clayton Financial Group
Missouri
$265K -$58.8K -2,310 -18%
EP
366
Eudaimonia Partners
Tennessee
$261K +$41.1K +1,617 +19%
AWP
367
Abacus Wealth Partners
California
$255K – – –
AC
368
Annandale Capital
Texas
$251K +$251K +9,874 New
HIP
369
HUB Investment Partners
Texas
$248K +$127 +5 +0.1%
SSWM
370
Sheets Smith Wealth Management
North Carolina
$247K – – –
USCWA
371
U.S. Capital Wealth Advisors
Texas
$246K – – –
Fidelity Investments
372
Fidelity Investments
Massachusetts
$243K -$25 -1 -0%
HL
373
HeadInvest LLC
Maine
$235K -$191K -7,500 -45%
GWM
374
Geneos Wealth Management
Colorado
$233K +$233K +9,146 New
MGW
375
MB Generational Wealth
Washington
$228K -$5.22K -205 -2%
13 14
15
16 17