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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+12
Holders Change %
+2.55%
% of All Funds
6.97%
Holding in Top 10
74
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.07%
New
36
Increased
186
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$300M
2
FMI
Factory Mutual Insurance
Massachusetts
+$52.3M
3
AF
Allworth Financial
California
+$24.5M
4
GWWM
Great Waters Wealth Management
Minnesota
+$13.6M
5
AL
Aspiriant LLC
California
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$37.8M
2
RA
RFG Advisory
Alabama
-$29.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28M
4
CFA
Capstone Financial Advisors
Illinois
-$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UF
351
Univest Financial
Pennsylvania
$392K +$392K +14,516 New
SRB
352
Shotwell Rutter Baer
Michigan
$389K -$19K -703 -5%
AC
353
Annandale Capital
Texas
$385K +$118K +4,380 +44%
Janney Montgomery Scott
354
Janney Montgomery Scott
Pennsylvania
$384K -$30.9K -1,143 -7%
RB
355
Renasant Bank
Mississippi
$382K – – –
RCM
356
RB Capital Management
Nevada
$380K -$19.8K -734 -5%
SRCM
357
Signature Resources Capital Management
California
$376K – – –
CA
358
Clearstead Advisors
Ohio
$376K – – –
CGFA
359
Colton Groome Financial Advisors
North Carolina
$371K – – –
RIS
360
Retirement Income Solutions
Michigan
$370K – – –
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$366K +$2.65K +98 +0.7%
CSIC
362
Clifford Swan Investment Counsel
California
$365K – – –
CAC
363
Certified Advisory Corp
Florida
$364K +$2.51K +93 +0.7%
SCTC
364
Sanibel Captiva Trust Company
Florida
$364K – – –
Bank of New York Mellon
365
Bank of New York Mellon
New York
$358K -$243K -9,000 -40%
ACA
366
Aptus Capital Advisors
Alabama
$343K +$343K +12,695 New
GAM
367
Gemmer Asset Management
California
$340K -$1.16K -43 -0.3%
M
368
MOTCO
Texas
$334K – – –
SMA
369
Sage Mountain Advisors
Georgia
$329K – – –
SYBT
370
Stock Yards Bank & Trust
Kentucky
$328K – – –
PA
371
PFG Advisors
Arizona
$327K -$2.49K -92 -0.8%
TWP
372
Total Wealth Planning
Ohio
$324K -$135 -5 -0%
AFA
373
American Financial Advisors
Georgia
$322K – – –
KWM
374
Kingsview Wealth Management
Oregon
$319K +$2.22K +82 +0.7%
CHJWM
375
Carlton Hofferkamp & Jenks Wealth Management
Texas
$318K -$141K -5,429 -31%
13 14
15
16 17