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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.43B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 165 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
6.82%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
43
Increased
171
Reduced
165
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
351
Clearstead Advisors
Ohio
$354K
CGFA
352
Colton Groome Financial Advisors
North Carolina
$349K
RIS
353
Retirement Income Solutions
Michigan
$348K
CSIC
354
Clifford Swan Investment Counsel
California
$344K
SCTC
355
Sanibel Captiva Trust Company
Florida
$343K +$343K +13,483 New
WAP
356
Wealthcare Advisory Partners
Pennsylvania
$342K -$178 -7 -0.1%
CAC
357
Certified Advisory Corp
Florida
$340K +$340K +13,391 New
GAM
358
Gemmer Asset Management
California
$321K +$118K +4,654 +58%
TWP
359
Total Wealth Planning
Ohio
$316K -$304K -11,513 -49%
M
360
MOTCO
Texas
$314K
WFAG
361
Wescott Financial Advisory Group
Pennsylvania
$311K +$3.18K +125 +1%
PA
362
PFG Advisors
Arizona
$310K +$310K +12,197 New
SMA
363
Sage Mountain Advisors
Georgia
$310K -$15.2K -597 -5%
SYBT
364
Stock Yards Bank & Trust
Kentucky
$308K
GVAG
365
Great Valley Advisor Group
Delaware
$308K
NAS
366
Nicolet Advisory Services
Wisconsin
$306K -$69.2K -2,658 -18%
AFA
367
American Financial Advisors
Georgia
$303K
SFG
368
Sage Financial Group
Pennsylvania
$299K
KWM
369
Kingsview Wealth Management
Oregon
$298K +$3.43K +135 +1%
TF
370
Threadgill Financial
Texas
$298K
UWPG
371
Ullmann Wealth Partners Group
Florida
$298K -$49.7K -1,954 -14%
2L
372
25 LLC
Missouri
$285K +$5.01K +197 +2%
IF
373
Ironwood Financial
Arizona
$282K
BMD
374
Better Money Decisions
New Mexico
$278K +$2.82K +111 +1%
AAS
375
Avantax Advisory Services
Texas
$278K +$53.3K +2,098 +24%