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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.43B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 165 reducing their positions, and 17 closing their positions.

Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
6.82%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
43
Increased
171
Reduced
165
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
26
Cobblestone Capital Advisors
New York
$62.3M +$1.16M +45,609 +2%
CWM
27
Core Wealth Management
Florida
$57.5M +$2.48M +97,718 +5%
NCM
28
New Capital Management
Texas
$54.4M -$890 -35 -0%
MCM
29
Morton Capital Management
California
$54.1M +$1.4M +54,977 +3%
GA
30
Greenspring Advisors
Maryland
$51.3M +$20.7K +815 +0%
PCA
31
Prosperity Capital Advisors
Ohio
$50.8M +$1.34M +52,679 +3%
Bank of America
32
Bank of America
North Carolina
$47.5M +$4.72M +185,683 +11%
JTWM
33
Jackson Thornton Wealth Management
Alabama
$43.2M -$2M -78,545 -4%
BBNB
34
Baker Boyer National Bank
Washington
$42.4M -$386K -15,189 -0.9%
GWS
35
Glassman Wealth Services
Virginia
$39.3M +$3.15M +123,989 +9%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.3M -$975K -38,373 -2%
CCMI
37
Creative Capital Management Investments
California
$38.8M +$3.74M +147,120 +11%
AFG
38
Altiora Financial Group
Ohio
$38.1M +$4.34M +170,780 +13%
TWA
39
Trellis Wealth Advisors
California
$37.3M +$1.07M +42,043 +3%
GM
40
GeoWealth Management
Illinois
$37.1M -$942K -37,041 -2%
SWA
41
ShankerValleau Wealth Advisors
Illinois
$34.9M -$273K -10,748 -0.8%
FS
42
Financial Symmetry
North Carolina
$33.9M +$4.04M +158,773 +14%
Financial Engines Advisors
43
Financial Engines Advisors
California
$33.7M +$13.6M +534,313 +67%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$33.6M +$437K +17,201 +1%
FFM
45
Forum Financial Management
Illinois
$33M -$6.6M -259,525 -17%
CPA
46
Cardiff Park Advisors
California
$31.7M -$138K -5,437 -0.4%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$30.1M -$1.07M -42,205 -3%
BWA
48
BlueSky Wealth Advisors
North Carolina
$29.8M +$242K +9,514 +0.8%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$29M +$3.38M +132,957 +13%
CPCM
50
Cardinal Point Capital Management
Ontario, Canada
$27.8M +$2.73M +107,434 +11%