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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
GeoWealth Management
Illinois
$68.4M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
BetterWealth
California
$43.6M
5
GWWM
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$68.3M
2
Jane Street
Jane Street
New York
$413K
3
SFS
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
426
American Financial Advisors
Georgia
$297K – – –
MAM
427
McCarthy Asset Management
California
$296K -$413K -16,603 -58%
UWPG
428
Ullmann Wealth Partners Group
Florida
$293K +$1.09K +44 +0.4%
TF
429
Threadgill Financial
Texas
$291K – – –
RPGK
430
Retirement Planning Group (Kansas)
Kansas
$291K +$2.56K +103 +0.9%
GVAG
431
Great Valley Advisor Group
Delaware
$288K – – –
NAS
432
Nicolet Advisory Services
Wisconsin
$288K – – –
BH
433
Burk Holdings
Oklahoma
$278K +$278K +11,191 New
BMD
434
Better Money Decisions
New Mexico
$277K +$2.59K +104 +0.9%
IA
435
IFP Advisors
Florida
$275K +$46.9K +1,888 +21%
MOS
436
MGO One Seven
Ohio
$273K +$273K +10,965 New
JAA
437
Joel Adams & Associates
North Carolina
$272K +$272K +10,956 New
AIA
438
AssuredPartners Investment Advisors
Florida
$268K +$268K +10,800 New
HCWM
439
Hidden Cove Wealth Management
Washington
$268K +$268K +10,764 New
CG
440
Caprock Group
Idaho
$259K – – –
CFG
441
Clayton Financial Group
Missouri
$259K – – –
SFG
442
Sage Financial Group
Pennsylvania
$255K – – –
LWM
443
Level Wealth Management
North Carolina
$254K +$254K +10,218 New
MADFP
444
Michael A Dubis Financial Planning
Wisconsin
$248K +$248K +9,984 New
USCWA
445
U.S. Capital Wealth Advisors
Texas
$247K +$18.8K +758 +8%
HIP
446
HUB Investment Partners
Texas
$246K +$1.02K +41 +0.4%
SSWM
447
Sheets Smith Wealth Management
North Carolina
$242K – – –
KA
448
Kovack Advisors
Florida
$237K – – –
ACA
449
American Capital Advisory
Idaho
$232K +$597 +24 +0.3%
T
450
Tableaux
Massachusetts
$230K +$230K +9,272 New
16 17
18
19 20