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Dimensional World ex US Core Equity 2 ETF

315 hedge funds and large institutions have $3.07B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 145 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-7
Holders Change %
-2.17%
% of All Funds
5.45%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
1.05%
New
22
Increased
145
Reduced
89
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JTWM
26
Jackson Thornton Wealth Management
Alabama
$32.3M +$5.93M +313,774 +22%
BBNB
27
Baker Boyer National Bank
Washington
$31.7M -$910K -48,179 -3%
ADL
28
Asset Dedication LLC
California
$31.2M +$6.23M +329,734 +25%
FFM
29
Forum Financial Management
Illinois
$29M +$2.38M +125,849 +9%
PCI
30
Planning Center Inc
Illinois
$28.3M +$2.5M +132,569 +10%
CPA
31
Cardiff Park Advisors
California
$27.7M -$291K -15,401 -1%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$26.6M +$890K +47,099 +3%
SWA
33
ShankerValleau Wealth Advisors
Illinois
$25.7M +$1.19M +62,950 +5%
UWPG
34
Ullmann Wealth Partners Group
Florida
$24.8M +$625K +33,100 +3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$23.8M -$913K -48,344 -4%
NCM
36
New Capital Management
Texas
$23.1M +$4.61M +243,918 +25%
FAAM
37
First Ascent Asset Management
Colorado
$22.9M +$1.66M +87,655 +8%
PAG
38
Private Advisor Group
New Jersey
$22.7M -$1.21M -64,140 -5%
BWA
39
BlueSky Wealth Advisors
North Carolina
$21.1M +$2.21M +116,758 +12%
MWP
40
Meridian Wealth Partners
Pennsylvania
$20.8M -$1.15M -60,627 -5%
AC
41
Apella Capital
Connecticut
$20.3M -$97.1K -5,138 -0.5%
SP
42
Symmetry Partners
Connecticut
$19.4M -$226K -11,989 -1%
CS
43
Comerica Securities
Michigan
$19.1M -$2.8M -148,337 -13%
VW
44
Vance Wealth
California
$18.1M +$472K +24,963 +3%
Osaic Holdings
45
Osaic Holdings
Arizona
$17.7M +$586K +31,033 +3%
MHS
46
M Holdings Securities
Oregon
$17.7M -$890K -47,099 -5%
B
47
BetterWealth
California
$15.4M +$160K +8,455 +1%
KAS
48
Kestra Advisory Services
Texas
$15M +$2.84M +150,166 +23%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$14.9M +$1.56M +82,623 +12%
GWM
50
Grand Wealth Management
Michigan
$13.9M -$1.35M -71,583 -9%