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Dimensional World ex US Core Equity 2 ETF

557 hedge funds and large institutions have $6.2B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 213 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

7% more capital invested

Capital invested by funds: $5.78B → $6.2B (+$417M)

4% more funds holding

Funds holding: 536557 (+21)

3% more funds holding in top 10

Funds holding in top 10: 8790 (+3)

10% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 194

0.67% less ownership

Funds ownership: 82.11%81.44% (-0.67%)

Holders
557
Holders Change
+21
Holders Change %
+3.92%
% of All Funds
7.47%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.21%
New
57
Increased
213
Reduced
194
Closed
24
Calls
$178K
Puts
Net Calls
+$178K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
451
Total Wealth Planning
Ohio
$275K -$38.8K -1,496 -12%
CFG
452
Clayton Financial Group
Missouri
$273K
SFG
453
Sage Financial Group
Pennsylvania
$269K
LWM
454
Level Wealth Management
North Carolina
$268K
CG
455
Caprock Group
Idaho
$267K -$6K -231 -2%
EWM
456
Empirical Wealth Management
Washington
$265K -$58.4K -2,251 -18%
SSWM
457
Sheets Smith Wealth Management
North Carolina
$255K
MGW
458
MB Generational Wealth
Washington
$253K +$14.3K +552 +6%
KA
459
Kovack Advisors
Florida
$249K
ACA
460
American Capital Advisory
Idaho
$245K
CA
461
Clearstead Advisors
Ohio
$243K -$121K -4,666 -34%
USCWA
462
U.S. Capital Wealth Advisors
Texas
$240K -$19.7K -758 -8%
EFA
463
Edge Financial Advisors
Illinois
$240K +$238K +9,163 New
SFS
464
Sowell Financial Services
Arkansas
$238K +$235K +9,067 New
CWR
465
Chico Wealth RIA
California
$237K
PNC Financial Services Group
466
PNC Financial Services Group
Pennsylvania
$236K +$23.5K +907 +11%
EP
467
Essential Planning
New Hampshire
$234K -$14.9M -572,450 -98%
Baird Financial Group
468
Baird Financial Group
Wisconsin
$234K
DF
469
Dunhill Financial
United Kingdom
$233K +$231K +8,907 New
UWM
470
USAdvisors Wealth Management
Minnesota
$228K -$2.37M -91,299 -91%
WA
471
Waverly Advisors
Alabama
$228K +$571 +22 +0.3%
OGF
472
Orin Green Financial
California
$227K +$228K +8,786 New
WIA
473
World Investment Advisors
California
$225K
EMC
474
Everest Management Corp
California
$225K
Bank of Montreal
475
Bank of Montreal
Ontario, Canada
$224K +$117K +4,489 +110%