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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.5%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$38.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$72.6M
3
LI
3
LRI Investments
Florida
$25.4M
4
CPCM
4
Cardinal Point Capital Management
Ontario, Canada
$25.1M
5
SFS
5
Sowell Financial Services
Arkansas
$16.7M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$49.5M
2
Jane Street
2
Jane Street
New York
$15.4M
3
MHS
3
M Holdings Securities
Oregon
$597K
4
OMC
4
Old Mission Capital
Illinois
$2.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Core Wealth Management
Florida
$55.1M 2,165,160 +111,709 +5%
NCM
27
New Capital Management
Texas
$54.4M 2,138,210 +38,275 +2%
MCM
28
Morton Capital Management
California
$52.7M 2,072,389 +87,306 +4%
GA
29
Greenspring Advisors
Maryland
$51.3M 2,016,003 +56,911 +3%
PCA
30
Prosperity Capital Advisors
Ohio
$49.5M 1,944,723 -1,190,744 -38%
JTWM
31
Jackson Thornton Wealth Management
Alabama
$45.2M 1,778,344 +27,403 +2%
Bank of America
32
Bank of America
North Carolina
$42.8M 1,681,824 -30,272 -2%
BBNB
33
Baker Boyer National Bank
Washington
$42.8M 1,682,055 +73,836 +5%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$40.3M 1,585,013 -27,638 -2%
FFM
35
Forum Financial Management
Illinois
$39.7M 1,559,561 -37,182 -2%
GM
36
GeoWealth Management
Illinois
$38.1M 1,497,414 +1,497,414 New
TWA
37
Trellis Wealth Advisors
California
$36.3M 1,425,526 +22,615 +2%
GWS
38
Glassman Wealth Services
Virginia
$36.2M 1,423,560 +85,146 +6%
SWA
39
ShankerValleau Wealth Advisors
Illinois
$35.2M 1,383,664 +9,377 +0.7%
CCMI
40
Creative Capital Management Investments
California
$35.1M 1,380,832 +138,793 +11%
AFG
41
Altiora Financial Group
Ohio
$33.8M 1,327,409 -12,580 -0.9%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$33.2M 1,305,988 +97,850 +8%
CPA
43
Cardiff Park Advisors
California
$31.9M 1,253,350 -33,957 -3%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$31.2M 1,225,526 -925 -0.1%
FS
45
Financial Symmetry
North Carolina
$29.9M 1,174,758 +109,000 +10%
BWA
46
BlueSky Wealth Advisors
North Carolina
$29.6M 1,164,698 +46,720 +4%
VW
47
Vance Wealth
California
$27.8M 1,094,202 +18,598 +2%
MWP
48
Meridian Wealth Partners
Pennsylvania
$26.2M 1,029,699 -28,865 -3%
PAG
49
Private Advisor Group
New Jersey
$25.7M 1,009,103 +22,053 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$25.6M 1,006,006 -132,773 -12%
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