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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 %
MGW
451
MB Generational Wealth
Washington
$226K +$3.51K +141 +2%
CWR
452
Chico Wealth RIA
California
$225K +$19.7K +793 +10%
SPC
453
Sigma Planning Corp
Michigan
$223K +$1.09K +44 +0.5%
Baird Financial Group
454
Baird Financial Group
Wisconsin
$222K – – –
WFAG
455
Wescott Financial Advisory Group
Pennsylvania
$220K +$1.72K +69 +0.8%
OGF
456
Orin Green Financial
California
$218K -$237K -8,786 Closed
NFG
457
Northeast Financial Group
Pennsylvania
$216K -$5.4K -217 -2%
WA
458
Waverly Advisors
Alabama
$216K +$2.01K +81 +0.9%
WIA
459
World Investment Advisors
California
$213K +$4K +161 +2%
EMC
460
Everest Management Corp
California
$213K +$213K +8,585 New
MA
461
MJP Associates
Connecticut
$212K +$1.09K +44 +0.5%
AO
462
Advisor OS
Illinois
$212K +$1.09K +44 +0.5%
MW
463
Marcum Wealth
Ohio
$209K +$671 +27 +0.3%
BP
464
BWM Planning
Texas
$208K +$1.91K +77 +0.9%
HL
465
HeadInvest LLC
Maine
$207K -$23.2K -934 -10%
TIAM2
466
Tru Independence Asset Management 2
Oregon
$203K -$10.5K -422 -5%
IAA
467
Independent Advisor Alliance
North Carolina
$203K +$203K +8,157 New
MAMG
468
Milestone Asset Management Group
Connecticut
$202K +$202K +8,129 New
MA
469
McGrath & Associates
North Carolina
$202K +$202K +8,115 New
Wells Fargo
470
Wells Fargo
California
$201K +$200K +8,057 +23,697%
PNC Financial Services Group
471
PNC Financial Services Group
Pennsylvania
$201K +$201K +8,091 New
SWM
472
Spire Wealth Management
Virginia
$191K – – –
ACA
473
Aptus Capital Advisors
Alabama
$185K -$130K -5,247 -41%
VWM
474
Vermillion Wealth Management
Minnesota
$180K +$180K +7,235 New
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$180K -$12.6K -504 -7%
17 18
19
20 21