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Dimensional World ex US Core Equity 2 ETF

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
376
Sanctuary Wealth Management
Idaho
$205K -$80.1K -3,279 -28%
MW
377
Marcum Wealth
Ohio
$204K +$204K +8,334 New
FA
378
FSA Advisors
Michigan
$200K +$200K +8,192 New
SPP
379
Single Point Partners
Massachusetts
$200K +$200K +8,192 New
SWM
380
Spire Wealth Management
Virginia
$183K
CSWM
381
Cassady Schiller Wealth Management
Ohio
$164K
CAS
382
Coppell Advisory Solutions
Texas
$164K -$17K -695 -9%
TWD
383
True Wealth Design
Ohio
$147K -$121K -4,971 -45%
SAM
384
Smartleaf Asset Management
Massachusetts
$141K +$141K +5,754 New
AF
385
Advisornet Financial
Minnesota
$137K +$22.6K +925 +20%
MJRIC
386
Mogy Joel R Investment Counsel
California
$133K
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$133K
ACA
388
American Capital Advisory
Idaho
$131K +$131K +5,345 New
CSB
389
City State Bank
Iowa
$122K
IGWM
390
ICA Group Wealth Management
Colorado
$119K +$119K +4,876 New
FFA
391
Farther Finance Advisors
California
$117K -$1.32K -54 -1%
CWM
392
Cedar Wealth Management
California
$115K
BHWM
393
Beaird Harris Wealth Management
Texas
$113K
CMP
394
Coston McIsaac & Partners
Maine
$109K +$654 +27 +0.6%
OCM
395
Orion Capital Management
California
$100K -$10.5K -430 -9%
PWMG
396
Private Wealth Management Group
New Jersey
$98.6K +$98.6K +4,038 New
PO
397
Private Ocean
California
$92.8K +$49 +2 +0.1%
TWM
398
Tradition Wealth Management
Minnesota
$92K +$656 +27 +0.7%
SL
399
Salomon & Ludwin
Virginia
$90.8K
HGERS
400
Householder Group Estate & Retirement Specialist
Arizona
$86K -$862K -35,346 -91%