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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

481 hedge funds and large institutions have $5.74B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 162 reducing their positions, and 19 closing their positions.

Holders
481
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.96%
Holding in Top 10
73
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
36
Increased
186
Reduced
162
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$300M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$52.3M
3
AF
3
Allworth Financial
California
$124M
4
GWWM
4
Great Waters Wealth Management
Minnesota
$105M
5
AL
5
Aspiriant LLC
California
$19.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.3M
2
RA
2
RFG Advisory
Alabama
$96.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.4K
4
CFA
4
Capstone Financial Advisors
Illinois
$60.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
26
New Capital Management
Texas
$59.3M +$1.53M +56,525 +3%
CWM
27
Core Wealth Management
Florida
$57.5M – – –
MCM
28
Morton Capital Management
California
$56.2M -$1.21M -44,880 -2%
PCA
29
Prosperity Capital Advisors
Ohio
$54.6M +$634K +23,477 +1%
GA
30
Greenspring Advisors
Maryland
$54.2M -$313K -11,604 -0.6%
FMI
31
Factory Mutual Insurance
Massachusetts
$52.3M +$52.3M +1,937,480 New
CCMI
32
Creative Capital Management Investments
California
$47.5M +$6.2M +229,522 +15%
BBNB
33
Baker Boyer National Bank
Washington
$45M +$11.9K +439 +0%
JTWM
34
Jackson Thornton Wealth Management
Alabama
$44.8M -$1.1M -40,594 -2%
GWS
35
Glassman Wealth Services
Virginia
$43.1M +$1.31M +48,316 +3%
Bank of America
36
Bank of America
North Carolina
$42.4M -$8.06M -298,571 -16%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$41.4M -$410K -15,181 -1%
AFG
38
Altiora Financial Group
Ohio
$41.1M +$661K +24,462 +2%
TWA
39
Trellis Wealth Advisors
California
$41.1M +$1.43M +52,838 +4%
GM
40
GeoWealth Management
Illinois
$40.8M +$1.34M +49,613 +3%
Jane Street
41
Jane Street
New York
$40.3M -$37.8M -1,400,809 -48%
FS
42
Financial Symmetry
North Carolina
$38M +$2.02M +74,914 +6%
SWA
43
ShankerValleau Wealth Advisors
Illinois
$37.2M +$163K +6,048 +0.4%
FFM
44
Forum Financial Management
Illinois
$35.8M +$707K +26,187 +2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$35.4M -$303K -11,217 -0.8%
Financial Engines Advisors
46
Financial Engines Advisors
California
$35.4M -$442K -16,375 -1%
CPA
47
Cardiff Park Advisors
California
$34.8M +$1.12M +41,489 +3%
PAG
48
Private Advisor Group
New Jersey
$33.5M +$5.23M +193,490 +18%
BWA
49
BlueSky Wealth Advisors
North Carolina
$33.3M +$1.54M +56,984 +5%
CWS
50
Confluence Wealth Services
Pennsylvania
$32.8M +$3.81M +141,210 +13%
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