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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 %
CG
376
Caprock Group
Idaho
$277K +$277K +10,907 New
TIAA Trust, National Association
377
TIAA Trust, National Association
North Carolina
$266K +$266K +10,471 New
CFG
378
Clayton Financial Group
Missouri
$265K
FAIM
379
Financial Advocates Investment Management
Washington
$261K -$173K -6,536 -40%
AWP
380
Abacus Wealth Partners
California
$255K
NFG
381
Northeast Financial Group
Pennsylvania
$253K -$25K -984 -9%
AC
382
Annandale Capital
Texas
$251K
HIP
383
HUB Investment Partners
Texas
$249K +$1.27K +50 +0.5%
SSWM
384
Sheets Smith Wealth Management
North Carolina
$247K
Fidelity Investments
385
Fidelity Investments
Massachusetts
$243K +$76 +3 +0%
KA
386
Kovack Advisors
Florida
$242K +$242K +9,520 New
CC
387
Copperleaf Capital
North Carolina
$239K +$31.7K +1,247 +15%
MWM
388
Modern Wealth Management
Kansas
$238K +$238K +9,364 New
HL
389
HeadInvest LLC
Maine
$235K
USCWA
390
U.S. Capital Wealth Advisors
Texas
$233K -$13.2K -518 -5%
MGW
391
MB Generational Wealth
Washington
$228K
EP
392
Essential Planning
New Hampshire
$227K +$127 +5 +0.1%
Baird Financial Group
393
Baird Financial Group
Wisconsin
$227K -$45.8K -1,800 -17%
WA
394
Waverly Advisors
Alabama
$217K +$2.52K +99 +1%
MA
395
MJP Associates
Connecticut
$215K +$1.37K +54 +0.6%
AO
396
Advisor OS
Illinois
$215K +$1.37K +54 +0.6%
AFS
397
Annapolis Financial Services
Maryland
$214K
MW
398
Marcum Wealth
Ohio
$213K -$1.37K -54 -0.6%
WIA
399
World Investment Advisors
California
$213K -$309K -12,158 -59%
SPP
400
Single Point Partners
Massachusetts
$208K