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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.17%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.2%
New
26
Increased
175
Reduced
122
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$156M
2
UBS Group
2
UBS Group
Switzerland
$95.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$24.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$16.1M
5
GMA
5
Glassy Mountain Advisors
Maryland
$11.9M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$3.48M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$16.9M
3
GA
3
Greenspring Advisors
Maryland
$44.6M
4
PCA
4
Prosperity Capital Advisors
Ohio
$60.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Core Wealth Management
Florida
$47.1M +$885K +37,946 +2%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$45.2M +$1.28M +54,796 +3%
GA
28
Greenspring Advisors
Maryland
$44.6M -$12M -516,539 -21%
JTWM
29
Jackson Thornton Wealth Management
Alabama
$44M +$2.63M +112,803 +6%
MCM
30
Morton Capital Management
California
$43M +$923K +39,609 +2%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.7M -$266K -11,394 -0.7%
BBNB
32
Baker Boyer National Bank
Washington
$36.6M +$1.09M +46,943 +3%
FFM
33
Forum Financial Management
Illinois
$35.7M -$2.54M -109,092 -7%
Osaic Holdings
34
Osaic Holdings
Arizona
$35.2M -$2.64M -113,443 -7%
PAG
35
Private Advisor Group
New Jersey
$33.2M +$833K +34,963 +3%
FAAM
36
First Ascent Asset Management
Colorado
$31.9M -$457K -19,613 -1%
CPA
37
Cardiff Park Advisors
California
$30.8M -$1.76M -75,597 -5%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$30.4M +$186K +7,992 +0.6%
SWA
39
ShankerValleau Wealth Advisors
Illinois
$29.9M +$157K +6,741 +0.5%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$29.5M -$1.08M -46,445 -4%
TWA
41
Trellis Wealth Advisors
California
$29.3M +$338K +14,520 +1%
LEFP
42
Leading Edge Financial Planning
Tennessee
$28M +$3.52M +150,841 +14%
GWS
43
Glassman Wealth Services
Virginia
$26.4M +$1.72M +73,901 +7%
HighTower Advisors
44
HighTower Advisors
Illinois
$25.7M -$2.17M -92,872 -8%
BWA
45
BlueSky Wealth Advisors
North Carolina
$25.6M +$227K +9,749 +0.9%
MWP
46
Meridian Wealth Partners
Pennsylvania
$25.5M -$465K -19,969 -2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$24.7M +$24.7M +1,058,673 New
AFG
48
Altiora Financial Group
Ohio
$24.1M +$202K +8,646 +0.8%
CCMI
49
Creative Capital Management Investments
California
$23.6M +$2.14M +91,659 +10%
VW
50
Vance Wealth
California
$23.5M +$360K +15,451 +2%
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