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Dimensional World ex US Core Equity 2 ETF

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.5%
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWD
401
True Wealth Design
Ohio
$153K
SWM
402
Sanctuary Wealth Management
Idaho
$147K -$66.8K -2,624 -31%
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$138K
CSB
404
City State Bank
Iowa
$127K
IGWM
405
ICA Group Wealth Management
Colorado
$124K
FFA
406
Farther Finance Advisors
California
$122K
CWM
407
Cedar Wealth Management
California
$120K
BHWM
408
Beaird Harris Wealth Management
Texas
$118K
CMP
409
Coston McIsaac & Partners
Maine
$114K +$101 +4 +0.1%
SL
410
Salomon & Ludwin
Virginia
$103K
PO
411
Private Ocean
California
$94.3K -$2.37K -93 -2%
HGERS
412
Householder Group Estate & Retirement Specialist
Arizona
$93.1K +$3.43K +135 +4%
OCM
413
Orion Capital Management
California
$85.8K -$18.6K -731 -18%
PMFA
414
Plante Moran Financial Advisors
Michigan
$85.6K +$85.6K +3,363 New
MJRIC
415
Mogy Joel R Investment Counsel
California
$85.2K -$53.4K -2,100 -39%
HI
416
Harbour Investments
Wisconsin
$82.9K
WTA
417
Washington Trust Advisors
Massachusetts
$81.6K
QCG
418
Quadrant Capital Group
Ohio
$80.7K
ACA
419
American Capital Advisory
Idaho
$70.6K -$52.6K -2,282 -43%
HWA
420
Heritage Wealth Advisors
Virginia
$64K
RDFA
421
Ritter Daniher Financial Advisory
Ohio
$63K
IRC
422
Investors Research Corp
Georgia
$62.4K
PA
423
Parallel Advisors
California
$58.5K
Wells Fargo
424
Wells Fargo
California
$55.7K +$47.5K +1,869 +584%
AA
425
AlphaMark Advisors
Kentucky
$53K