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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

553 hedge funds and large institutions have $6.2B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 211 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+18
Holders Change %
+3.36%
% of All Funds
7.51%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.22%
New
55
Increased
211
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
RFG Advisory
Alabama
+$50.2M
2
FMI
Factory Mutual Insurance
Massachusetts
+$24.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14M
4
AF
Allworth Financial
California
+$11.5M
5
Jane Street
Jane Street
New York
+$9.82M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.46B
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.7M
4
EP
Essential Planning
New Hampshire
-$15M
5
EFP
Elser Financial Planning
Indiana
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIGP
351
Hill Investment Group Partners
Missouri
$653K -$17.7K -676 -3%
MHB
352
Midwest Heritage Bank
Iowa
$635K -$46K -1,754 -7%
FIM
353
Freedom Investment Management
Connecticut
$635K +$35.1K +1,338 +6%
WW
354
Waterfront Wealth
Kansas
$633K – – –
SWM
355
Shakespeare Wealth Management
Wisconsin
$631K +$62.7K +2,395 +11%
KRW
356
Kaufman Rossin Wealth
Florida
$621K +$131 +5 +0%
LWM
357
LJI Wealth Management
Indiana
$612K -$1.23K -47 -0.2%
GWM
358
Geneos Wealth Management
Colorado
$607K +$548K +20,925 +935%
MHS
359
M Holdings Securities
Oregon
$606K +$2.1K +80 +0.3%
CFS
360
Cannon Financial Strategists
Georgia
$599K -$902K -34,432 -60%
SC
361
Scratch Capital
Idaho
$594K +$143K +5,443 +32%
RA
362
Rise Advisors
New York
$593K +$1.52K +58 +0.3%
MGIA
363
Moneta Group Investment Advisors
Missouri
$590K -$111K -4,221 -16%
EFP
364
Elser Financial Planning
Indiana
$584K -$14.1M -536,860 -96%
AC
365
Annandale Capital
Texas
$584K +$189K +7,233 +48%
NB
366
NBT Bank
New York
$582K – – –
KOMWMG
367
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$579K -$26.8K -1,021 -4%
FA
368
Financial Alternatives
California
$576K +$36.7K +1,400 +7%
SA
369
Stewardship Advisors
Pennsylvania
$571K +$62.5K +2,387 +12%
TA
370
TFB Advisors
Kansas
$569K -$85.9K -3,278 -13%
OWA
371
Oak Wealth Advisors
Illinois
$550K +$288 +11 +0.1%
CT
372
Colonial Trust
South Carolina
$542K -$390K -14,875 -42%
AAS
373
Avantax Advisory Services
Texas
$528K -$73.1K -2,790 -12%
BAWC
374
Boyce & Associates Wealth Consulting
Texas
$510K -$59.6K -2,273 -10%
HF
375
Holcombe Financial
Georgia
$509K -$2.04K -78 -0.4%
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15
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