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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 %
UWPG
376
Ullmann Wealth Partners Group
Florida
$317K +$891 +33 +0.3%
TF
377
Threadgill Financial
Texas
$317K – – –
OWP
378
Obermeyer Wealth Partners
Colorado
$315K +$315K +11,676 New
NAS
379
Nicolet Advisory Services
Wisconsin
$314K – – –
RPGK
380
Retirement Planning Group (Kansas)
Kansas
$314K +$314K +11,612 New
GVAG
381
Great Valley Advisor Group
Delaware
$313K -$13.5K -501 -4%
2L
382
25 LLC
Missouri
$303K – – –
CNTOF
383
Canandaigua National Trust of Florida
New York
$299K +$299K +11,062 New
BMD
384
Better Money Decisions
New Mexico
$298K +$1.81K +67 +0.6%
CG
385
Caprock Group
Idaho
$282K -$12.7K -470 -4%
CFG
386
Clayton Financial Group
Missouri
$281K – – –
SFG
387
Sage Financial Group
Pennsylvania
$277K -$40.5K -1,500 -13%
SW
388
Simplicity Wealth
New Jersey
$270K -$1.6M -59,375 -86%
HIP
389
HUB Investment Partners
Texas
$266K +$810 +30 +0.3%
SSWM
390
Sheets Smith Wealth Management
North Carolina
$262K – – –
KA
391
Kovack Advisors
Florida
$257K – – –
CC
392
Copperleaf Capital
North Carolina
$256K +$1.81K +67 +0.7%
MF
393
Montis Financial
Massachusetts
$252K -$261K -9,656 -51%
ACA
394
American Capital Advisory
Idaho
$252K +$107K +3,975 +74%
HL
395
HeadInvest LLC
Maine
$250K – – –
IA
396
IFP Advisors
Florida
$248K +$111K +4,115 +81%
USCWA
397
U.S. Capital Wealth Advisors
Texas
$248K – – –
MGW
398
MB Generational Wealth
Washington
$242K – – –
EP
399
Essential Planning
New Hampshire
$242K +$81 +3 +0%
Baird Financial Group
400
Baird Financial Group
Wisconsin
$241K – – –
14 15
16
17 18