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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 %
BCM
401
Brookstone Capital Management
Illinois
$208K
T
402
TNF
Montana
$205K +$205K +8,054 New
AWA
403
Arbor Wealth Advisors
Michigan
$205K
MSFS
404
Main Street Financial Solutions
Pennsylvania
$203K
HWMO
405
Heritage Wealth Management (Ohio)
Ohio
$203K +$203K +7,837 New
OPWM
406
Oakwell Private Wealth Management
Texas
$203K
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$198K -$16.6K -640 -8%
SWM
408
Spire Wealth Management
Virginia
$196K
HGERS
409
Householder Group Estate & Retirement Specialist
Arizona
$186K +$93.2K +3,674 +100%
BF
410
BOK Financial
Oklahoma
$178K
US Bancorp
411
US Bancorp
Minnesota
$163K
CSWM
412
Cassady Schiller Wealth Management
Ohio
$159K -$12K -473 -7%
TWD
413
True Wealth Design
Ohio
$153K
SWM
414
Sanctuary Wealth Management
Idaho
$147K
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$138K
ACA
416
American Capital Advisory
Idaho
$131K +$55.7K +2,282 +75%
IA
417
IFP Advisors
Florida
$129K -$95.4K -3,753 -43%
CSB
418
City State Bank
Iowa
$127K
IRC
419
Investors Research Corp
Georgia
$125K +$62.5K +2,459 +100%
FFA
420
Farther Finance Advisors
California
$122K
CWM
421
Cedar Wealth Management
California
$120K
BHWM
422
Beaird Harris Wealth Management
Texas
$118K
CMP
423
Coston McIsaac & Partners
Maine
$115K +$1.06K +42 +0.9%
VCP
424
Verus Capital Partners
Arizona
$103K +$103K +4,049 New
SL
425
Salomon & Ludwin
Virginia
$103K