DFAX icon

Dimensional World ex US Core Equity 2 ETF

396 hedge funds and large institutions have $4.67B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 178 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+5
Holders Change %
+1.28%
% of All Funds
6.31%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
1.23%
New
28
Increased
178
Reduced
131
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$54M +$535K +23,743 +1%
GWWM
27
Great Waters Wealth Management
Minnesota
$53.9M +$7.31M +328,040 +16%
CCA
28
Cobblestone Capital Advisors
New York
$51.9M -$459K -20,373 -0.9%
CWM
29
Core Wealth Management
Florida
$46.6M +$1.07M +47,732 +2%
NCM
30
New Capital Management
Texas
$45.4M +$45.4M +2,015,355 New
MCM
31
Morton Capital Management
California
$42.9M +$1.42M +63,235 +3%
GA
32
Greenspring Advisors
Maryland
$42.8M -$294K -13,077 -0.7%
JTWM
33
Jackson Thornton Wealth Management
Alabama
$42.5M +$8.92K +396 +0%
Osaic Holdings
34
Osaic Holdings
Arizona
$38.1M +$4.17M +185,051 +12%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$36.9M -$523K -23,217 -1%
FFM
36
Forum Financial Management
Illinois
$34.6M +$134K +5,955 +0.4%
BBNB
37
Baker Boyer National Bank
Washington
$34.5M -$805K -35,747 -2%
FAAM
38
First Ascent Asset Management
Colorado
$32M +$1.26M +56,010 +4%
TWA
39
Trellis Wealth Advisors
California
$30.7M +$2.45M +108,631 +9%
SWA
40
ShankerValleau Wealth Advisors
Illinois
$30M +$1.14M +50,499 +4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$29.9M +$559K +24,831 +2%
CPA
42
Cardiff Park Advisors
California
$29.1M -$608K -26,995 -2%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$28.2M -$257K -11,428 -0.9%
GWS
44
Glassman Wealth Services
Virginia
$26.7M +$1.21M +53,763 +5%
CCMI
45
Creative Capital Management Investments
California
$25.9M +$3.06M +135,853 +13%
BWA
46
BlueSky Wealth Advisors
North Carolina
$25.6M +$898K +39,880 +4%
VW
47
Vance Wealth
California
$25M +$2.32M +103,091 +10%
HighTower Advisors
48
HighTower Advisors
Illinois
$24.8M -$105K -4,662 -0.4%
MWP
49
Meridian Wealth Partners
Pennsylvania
$24.3M -$364K -16,174 -1%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$23.4M -$1.46M -62,197 -6%