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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

304 hedge funds and large institutions have $3.24B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 13 closing their positions.

Holders
304
Holders Change
+87
Holders Change %
+40.09%
% of All Funds
4.69%
Holding in Top 10
66
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+186.96%
% of All Funds
1.02%
New
101
Increased
102
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$86.8M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$30.5M
3
LPL Financial
3
LPL Financial
California
$140M
4
CCA
4
Cobblestone Capital Advisors
New York
$28.6M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$25.7M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$329K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
EAM
3
Evanson Asset Management
California
$81.8M
4
SWM
4
Soundmark Wealth Management
Washington
$11.2M
5
CWM
5
Cedar Wealth Management
California
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
JTWM
26
Jackson Thornton Wealth Management
Alabama
$34.9M +$34.9M +1,337,840 New
SWA
27
ShankerValleau Wealth Advisors
Illinois
$34.3M +$34.3M +1,313,849 New
PCI
28
Planning Center Inc
Illinois
$31.6M +$31.6M +1,216,073 New
UWPG
29
Ullmann Wealth Partners Group
Florida
$30.5M +$30.5M +1,167,921 New
PAG
30
Private Advisor Group
New Jersey
$29.8M +$1.98M +75,931 +7%
MWP
31
Meridian Wealth Partners
Pennsylvania
$29.5M -$796K -30,500 -3%
CCA
32
Cobblestone Capital Advisors
New York
$28.6M +$28.6M +1,093,741 New
SP
33
Symmetry Partners
Connecticut
$27.2M -$465K -17,822 -2%
AC
34
Apella Capital
Connecticut
$26.9M +$266K +10,180 +1%
BWA
35
BlueSky Wealth Advisors
North Carolina
$25.7M +$25.7M +983,854 New
FAAM
36
First Ascent Asset Management
Colorado
$24.5M -$481K -18,404 -2%
Osaic Holdings
37
Osaic Holdings
Arizona
$22.9M +$29.9K +1,145 +0.1%
ADL
38
Asset Dedication LLC
California
$21.7M +$3.52M +134,898 +19%
NCM
39
New Capital Management
Texas
$20.4M +$276K +10,573 +1%
MML Investors Services
40
MML Investors Services
Massachusetts
$20.3M +$2.86M +109,677 +16%
B
41
BetterWealth
California
$20.2M +$20.2M +775,203 New
AF
42
Advisornet Financial
Minnesota
$18.2M +$6.68M +255,743 +58%
GWM
43
Grand Wealth Management
Michigan
$17.7M +$17.7M +678,924 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$17.2M +$344K +13,167 +2%
TWA
45
TCI Wealth Advisors
Arizona
$17M +$799K +30,619 +5%
PP
46
Prosperity Planning
Missouri
$16.1M +$531K +20,330 +3%
AC
47
AWM Capital
Arizona
$16M -$162K -6,196 -1%
HighTower Advisors
48
HighTower Advisors
Illinois
$16M +$2.45M +93,653 +18%
CPIG
49
Chicago Partners Investment Group
Illinois
$15.8M +$3.83M +149,769 +32%
KAS
50
Kestra Advisory Services
Texas
$15.3M -$838K -32,102 -5%
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