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Dimensional World ex US Core Equity 2 ETF

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
351
LJI Wealth Management
Indiana
$582K +$4.38K +176 +0.8%
KOMWMG
352
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$575K +$6.79K +273 +1%
MHS
353
M Holdings Securities
Oregon
$573K -$4.92K -198 -0.9%
AAS
354
Avantax Advisory Services
Texas
$570K +$205K +8,241 +56%
FIM
355
Freedom Investment Management
Connecticut
$569K +$15.9K +641 +3%
RA
356
Rise Advisors
New York
$561K +$5.15K +207 +0.9%
NB
357
NBT Bank
New York
$552K +$93.5K +3,762 +20%
BAWC
358
Boyce & Associates Wealth Consulting
Texas
$540K +$4.35K +175 +0.8%
SWM
359
Shakespeare Wealth Management
Wisconsin
$539K +$23.2K +934 +5%
OWA
360
Oak Wealth Advisors
Illinois
$521K +$521K +20,974 New
FA
361
Financial Alternatives
California
$512K +$28.2K +1,135 +6%
IWN
362
Independent Wealth Network
Iowa
$510K -$54.5K -2,191 -10%
SA
363
Sanctuary Advisors
Indiana
$492K +$492K +19,105 New
RW
364
RVW Wealth
California
$491K -$8.23K -331 -2%
WFA
365
Websterrogers Financial Advisors
South Carolina
$488K +$124 +5 +0%
PFBT
366
Parkside Financial Bank & Trust
Missouri
$486K
HF
367
Holcombe Financial
Georgia
$485K +$485K +19,496 New
DF
368
DecisionPoint Financial
Arizona
$483K -$14.1K -569 -3%
SA
369
Stewardship Advisors
Pennsylvania
$483K +$68.8K +2,769 +17%
KFSC
370
Keystone Financial Services (Colorado)
Colorado
$473K +$473K +19,041 New
JC
371
JB Capital
Connecticut
$469K +$4.28K +172 +0.9%
SFC
372
Sprinkle Financial Consultants
Colorado
$466K +$22.8K +918 +5%
TWCA
373
Two West Capital Advisors
Kansas
$458K
PTC
374
Private Trust Company
Ohio
$440K
Envestnet Portfolio Solutions
375
Envestnet Portfolio Solutions
Illinois
$435K -$67.1K -2,699 -13%