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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

553 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 55 funds opening new positions, 211 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+18
Holders Change %
+3.36%
% of All Funds
7.51%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.22%
New
55
Increased
211
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
RFG Advisory
Alabama
+$50.2M
2
FMI
Factory Mutual Insurance
Massachusetts
+$24.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14M
4
AF
Allworth Financial
California
+$11.5M
5
Jane Street
Jane Street
New York
+$9.82M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.46B
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.7M
4
EP
Essential Planning
New Hampshire
-$15M
5
EFP
Elser Financial Planning
Indiana
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
451
Clayton Financial Group
Missouri
$273K – – –
SFG
452
Sage Financial Group
Pennsylvania
$269K – – –
LWM
453
Level Wealth Management
North Carolina
$268K – – –
CG
454
Caprock Group
Idaho
$267K -$6.05K -231 -2%
EWM
455
Empirical Wealth Management
Washington
$265K -$59K -2,251 -18%
SSWM
456
Sheets Smith Wealth Management
North Carolina
$255K – – –
MGW
457
MB Generational Wealth
Washington
$253K +$14.5K +552 +6%
KA
458
Kovack Advisors
Florida
$249K – – –
ACA
459
American Capital Advisory
Idaho
$245K – – –
CA
460
Clearstead Advisors
Ohio
$243K -$122K -4,666 -34%
USCWA
461
U.S. Capital Wealth Advisors
Texas
$240K -$19.9K -758 -8%
EFA
462
Edge Financial Advisors
Illinois
$240K +$240K +9,163 New
SFS
463
Sowell Financial Services
Arkansas
$238K +$238K +9,067 New
CWR
464
Chico Wealth RIA
California
$237K – – –
PNC Financial Services Group
465
PNC Financial Services Group
Pennsylvania
$236K +$23.8K +907 +11%
EP
466
Essential Planning
New Hampshire
$234K -$15M -572,450 -98%
Baird Financial Group
467
Baird Financial Group
Wisconsin
$234K – – –
DF
468
Dunhill Financial
United Kingdom
$233K +$233K +8,907 New
UWM
469
USAdvisors Wealth Management
Minnesota
$228K -$2.38M -91,299 -91%
WA
470
Waverly Advisors
Alabama
$228K +$576 +22 +0.3%
OGF
471
Orin Green Financial
California
$227K +$227K +8,786 New
WIA
472
World Investment Advisors
California
$225K – – –
EMC
473
Everest Management Corp
California
$225K – – –
Bank of Montreal
474
Bank of Montreal
Ontario, Canada
$224K +$118K +4,489 +110%
MSFS
475
Main Street Financial Solutions
Pennsylvania
$224K +$224K +8,556 New
17 18
19
20 21