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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.44%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
Comerica Bank
2
Comerica Bank
Texas
$95.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
GWA
4
Geometric Wealth Advisors
District of Columbia
$75.7M
5
PFO
5
Pathstone Family Office
New Jersey
$74.2M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
AF
2
Advisornet Financial
Minnesota
$87K
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.88M
4
AF
4
Alerus Financial
North Dakota
$61.4M
5
WIM
5
Warwick Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
26
Forum Financial Management
Illinois
$30.3M +$7.58M +353,532 +33%
JTWM
27
Jackson Thornton Wealth Management
Alabama
$29.9M -$5.77M -269,027 -16%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$29.2M -$12.7K -593 -0%
PCI
29
Planning Center Inc
Illinois
$28.6M +$28.6M +1,367,635 New
ADL
30
Asset Dedication LLC
California
$28.4M +$6.68M +311,744 +31%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$28.1M -$3.13M -146,164 -10%
SWA
32
ShankerValleau Wealth Advisors
Illinois
$27.9M -$753K -35,118 -3%
UWPG
33
Ullmann Wealth Partners Group
Florida
$27.4M +$1.65M +76,876 +6%
PAG
34
Private Advisor Group
New Jersey
$27.2M +$27.2M +1,267,263 New
FTUS
35
Flow Traders U.S.
New York
$26.5M +$24.7M +1,151,095 +1,321%
MWP
36
Meridian Wealth Partners
Pennsylvania
$24.9M +$177K +8,272 +0.7%
CS
37
Comerica Securities
Michigan
$24.9M +$20M +930,818 +405%
FAAM
38
First Ascent Asset Management
Colorado
$24.1M +$1.3M +60,712 +6%
AC
39
Apella Capital
Connecticut
$23.2M +$23.2M +1,081,608 New
SP
40
Symmetry Partners
Connecticut
$22.3M -$124K -5,773 -0.6%
BWA
41
BlueSky Wealth Advisors
North Carolina
$21.4M +$144K +6,723 +0.7%
MHS
42
M Holdings Securities
Oregon
$21.1M -$108K -5,031 -0.5%
NCM
43
New Capital Management
Texas
$20.8M +$20.8M +978,426 New
VW
44
Vance Wealth
California
$20M +$20M +933,746 New
Osaic Holdings
45
Osaic Holdings
Arizona
$19.5M +$18.5M +860,588 +1,834%
GWM
46
Grand Wealth Management
Michigan
$17.4M -$646K -30,125 -4%
B
47
BetterWealth
California
$17.3M +$17.3M +808,560 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$15.2M +$1.15M +53,499 +8%
KAS
49
Kestra Advisory Services
Texas
$13.8M +$420K +19,588 +3%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$13.8M +$3.25M +151,656 +31%
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