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Dimensional World ex US Core Equity 2 ETF

481 hedge funds and large institutions have $5.74B 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, 162 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.96%
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
36
Increased
186
Reduced
162
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
401
Northeast Financial Group
Pennsylvania
$240K -$28.9K -1,069 -11%
OGF
402
Orin Green Financial
California
$237K +$237K +8,786 New
WFAG
403
Wescott Financial Advisory Group
Pennsylvania
$237K -$93.3K -3,454 -28%
BCM
404
Brookstone Capital Management
Illinois
$233K +$19K +705 +9%
WA
405
Waverly Advisors
Alabama
$232K +$1.57K +58 +0.7%
TIAM2
406
Tru Independence Asset Management 2
Oregon
$232K +$232K +8,584 New
MA
407
MJP Associates
Connecticut
$229K +$891 +33 +0.4%
AO
408
Advisor OS
Illinois
$229K +$891 +33 +0.4%
AFS
409
Annapolis Financial Services
Maryland
$228K
WIA
410
World Investment Advisors
California
$228K +$1.54K +57 +0.7%
MW
411
Marcum Wealth
Ohio
$227K +$513 +19 +0.2%
BP
412
BWM Planning
Texas
$224K +$224K +8,279 New
CWR
413
Chico Wealth RIA
California
$223K +$223K +8,259 New
SPP
414
Single Point Partners
Massachusetts
$221K
AWP
415
Abacus Wealth Partners
California
$220K -$50.7K -1,878 -19%
MSFS
416
Main Street Financial Solutions
Pennsylvania
$216K
OPWM
417
Oakwell Private Wealth Management
Texas
$216K
HWMO
418
Heritage Wealth Management (Ohio)
Ohio
$212K
PIA
419
Perennial Investment Advisors
California
$212K +$212K +7,833 New
T
420
TNF
Montana
$212K +$1.44K +55 +0.7%
BFA
421
Beacon Financial Advisory
Ohio
$209K +$209K +7,754 New
MWM
422
Modern Wealth Management
Kansas
$209K -$43.7K -1,618 -17%
ACA
423
Affinity Capital Advisors
California
$209K +$209K +7,742 New
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$208K +$1.3K +48 +0.6%
SWM
425
Spire Wealth Management
Virginia
$208K