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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MHS
1
M Holdings Securities
Oregon
$25.1M
2
Bank of America
2
Bank of America
North Carolina
$41.8M
3
OIA
3
OneDigital Investment Advisors
Kansas
$22.5M
4
CWS
4
Confluence Wealth Services
Pennsylvania
$20.2M
5
GWA
5
Geometric Wealth Advisors
District of Columbia
$152M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.05M
2
Jane Street
2
Jane Street
New York
$39.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.3M
5
LEFP
5
Leading Edge Financial Planning
Tennessee
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
26
New Capital Management
Texas
$51.3M +$2.07M +84,580 +4%
CWM
27
Core Wealth Management
Florida
$50.1M -$334K -13,667 -0.7%
MCM
28
Morton Capital Management
California
$48.5M +$1.9M +77,943 +4%
GA
29
Greenspring Advisors
Maryland
$47.8M +$1.42M +58,326 +3%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$44.2M -$14.6M -598,018 -25%
JTWM
31
Jackson Thornton Wealth Management
Alabama
$42.8M -$3.34M -136,975 -7%
Bank of America
32
Bank of America
North Carolina
$41.8M +$24.2M +992,734 +138%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.4M -$629K -25,753 -2%
Jane Street
34
Jane Street
New York
$39.3M -$87.2M -3,569,018 -69%
BBNB
35
Baker Boyer National Bank
Washington
$39.3M +$1.83M +75,144 +5%
FFM
36
Forum Financial Management
Illinois
$39M +$1.45M +59,225 +4%
FAAM
37
First Ascent Asset Management
Colorado
$35.6M +$852K +34,892 +2%
TWA
38
Trellis Wealth Advisors
California
$34.3M +$958K +39,243 +3%
SWA
39
ShankerValleau Wealth Advisors
Illinois
$33.6M +$994K +40,702 +3%
AFG
40
Altiora Financial Group
Ohio
$32.7M +$9.89M +404,884 +43%
GWS
41
Glassman Wealth Services
Virginia
$32.7M +$3.69M +151,158 +13%
CPA
42
Cardiff Park Advisors
California
$31.4M -$159K -6,512 -0.5%
CCMI
43
Creative Capital Management Investments
California
$30.3M +$2.28M +93,205 +8%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$30M -$682K -27,913 -2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$29.5M -$2.91M -119,158 -9%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$27.8M +$4.11M +168,112 +17%
BWA
47
BlueSky Wealth Advisors
North Carolina
$27.3M -$510K -20,901 -2%
VW
48
Vance Wealth
California
$26.3M -$867K -35,505 -3%
FS
49
Financial Symmetry
North Carolina
$26M +$26M +1,065,758 New
MWP
50
Meridian Wealth Partners
Pennsylvania
$25.9M -$491K -20,111 -2%
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