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Dimensional World ex US Core Equity 2 ETF

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$346K +$8.95K +360 +3%
SRCM
402
Signature Resources Capital Management
California
$346K
CA
403
Clearstead Advisors
Ohio
$346K
UF
404
Univest Financial
Pennsylvania
$342K -$18.6K -750 -5%
SRB
405
Shotwell Rutter Baer
Michigan
$342K -$12K -489 -3%
RIS
406
Retirement Income Solutions
Michigan
$340K
CAC
407
Certified Advisory Corp
Florida
$338K +$3.11K +125 +0.9%
MPW
408
Magnolia Private Wealth
Pennsylvania
$337K +$337K +13,557 New
CSIC
409
Clifford Swan Investment Counsel
California
$336K
SCTC
410
Sanibel Captiva Trust Company
Florida
$335K
FWP
411
Falcon Wealth Planning
California
$331K -$367K -14,756 -53%
Bank of New York Mellon
412
Bank of New York Mellon
New York
$331K +$1.29K +52 +0.4%
SF
413
Strategent Financial
Virginia
$324K +$324K +13,040 New
CHJWM
414
Carlton Hofferkamp & Jenks Wealth Management
Texas
$317K
FYW
415
Future You Wealth
New York
$315K +$315K +12,683 New
2L
416
25 LLC
Missouri
$312K +$33.2K +1,334 +12%
RFP
417
Root Financial Partners
California
$309K +$309K +12,412 New
EWM
418
Empirical Wealth Management
Washington
$308K +$308K +12,374 New
M
419
MOTCO
Texas
$308K
KWM
420
Kingsview Wealth Management
Oregon
$306K +$11.8K +473 +4%
GAM
421
Gemmer Asset Management
California
$304K -$8.4K -338 -3%
SMA
422
Sage Mountain Advisors
Georgia
$303K
SYBT
423
Stock Yards Bank & Trust
Kentucky
$302K
MAS
424
MPWM Advisory Solutions
Georgia
$299K +$299K +12,018 New
TWP
425
Total Wealth Planning
Ohio
$298K