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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

368 hedge funds and large institutions have $4.02B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 16 closing their positions.

Holders
368
Holders Change
+53
Holders Change %
+16.83%
% of All Funds
5.94%
Holding in Top 10
79
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+29.51%
% of All Funds
1.27%
New
79
Increased
131
Reduced
113
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$94.6M
2
RA
2
RFG Advisory
Alabama
$77.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$93.7M
4
PCI
4
Planning Center Inc
Illinois
$61.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$34.9M

Top Sellers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$32.5M
2
OMC
2
Old Mission Capital
Illinois
$3.36M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$1.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
Morton Capital Management
California
$41.3M +$1.69M +78,282 +4%
ADL
27
Asset Dedication LLC
California
$40M +$4.27M +197,450 +12%
GWWM
28
Great Waters Wealth Management
Minnesota
$38.6M +$38.6M +1,641,847 New
JTWM
29
Jackson Thornton Wealth Management
Alabama
$38.1M +$1.21M +56,208 +3%
NCM
30
New Capital Management
Texas
$37.7M +$11.3M +524,481 +43%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.2M -$3.02M -139,890 -8%
Osaic Holdings
32
Osaic Holdings
Arizona
$34.9M +$14.6M +678,111 +72%
FFM
33
Forum Financial Management
Illinois
$34.5M +$1.31M +60,507 +4%
BBNB
34
Baker Boyer National Bank
Washington
$34M -$2.26M -104,516 -6%
FPAS
35
Focus Partners Advisor Solutions
Missouri
$32.5M -$43.8M -2,026,462 -57%
CPA
36
Cardiff Park Advisors
California
$30M -$1.71M -79,321 -5%
FAAM
37
First Ascent Asset Management
Colorado
$29.1M +$2.9M +134,156 +11%
UWPG
38
Ullmann Wealth Partners Group
Florida
$29.1M +$788K +36,486 +3%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$28.9M -$1.46M -67,503 -5%
PCA
40
Prosperity Capital Advisors
Ohio
$28.4M +$28.4M +1,315,330 New
SWA
41
ShankerValleau Wealth Advisors
Illinois
$27.9M -$1.5M -69,286 -5%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$27M -$192K -8,872 -0.7%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$24.5M +$7.38M +341,844 +43%
TWA
44
Trellis Wealth Advisors
California
$24.4M +$24.4M +1,129,036 New
MWP
45
Meridian Wealth Partners
Pennsylvania
$24.3M +$518K +23,961 +2%
BWA
46
BlueSky Wealth Advisors
North Carolina
$23.1M -$984K -45,538 -4%
AFG
47
Altiora Financial Group
Ohio
$22.5M +$22.5M +1,043,336 New
SP
48
Symmetry Partners
Connecticut
$22.2M +$37.1K +1,717 +0.2%
MHS
49
M Holdings Securities
Oregon
$22.2M +$1.95M +90,310 +10%
GWS
50
Glassman Wealth Services
Virginia
$21M +$6.8M +314,841 +48%
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