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Dimensional World ex US Core Equity 2 ETF

667 hedge funds and large institutions have $8.35B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 250 increasing their positions, 195 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 20

28% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 195

25% more funds holding in top 10

Funds holding in top 10: 88110 (+22)

11% more funds holding

Funds holding: 601667 (+66)

11% more capital invested

Capital invested by funds: $7.54B → $8.35B (+$806M)

2.75% more ownership

Funds ownership: 78.86%81.62% (+2.8%)

Holders
667
Holders Change
+66
Holders Change %
+10.98%
% of All Funds
8.12%
Holding in Top 10
110
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+25%
% of All Funds
1.34%
New
99
Increased
250
Reduced
195
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$76.3M +$23.3M +729,814 +46%
EAM
27
Evanson Asset Management
California
$75.4M -$1.48M -46,546 -2%
MCM
28
Morton Capital Management
California
$74.8M +$2.35M +73,536 +3%
TWM
29
Tumwater Wealth Management
Idaho
$73M +$1.85M +58,034 +3%
UBS Group
30
UBS Group
Switzerland
$71.5M +$781K +24,495 +1%
GA
31
Greenspring Advisors
Maryland
$70.8M +$4.66M +146,033 +7%
CCMI
32
Creative Capital Management Investments
California
$70M +$1.09M +34,080 +2%
CFA
33
Capstone Financial Advisors
Illinois
$68.4M -$55.4K -1,736 -0.1%
AF
34
Align Financial
Minnesota
$68M +$2.17M +67,980 New
GWS
35
Glassman Wealth Services
Virginia
$64.2M +$1.84M +57,600 +3%
ADL
36
Asset Dedication LLC
California
$64M -$2.68M -83,927 -4%
Bank of America
37
Bank of America
North Carolina
$63.9M +$7.25M +227,174 +13%
CPCM
38
Cardinal Point Capital Management
Ontario, Canada
$60.3M +$1.67M +52,223 +3%
B
39
BetterWealth
California
$59.6M +$621K +19,464 +1%
MJFG
40
Mars Jewett Financial Group
Washington
$58.6M +$51.2M +1,606,224 New
CWS
41
Confluence Wealth Services
Pennsylvania
$58.1M +$2.55M +80,015 +5%
BBNB
42
Baker Boyer National Bank
Washington
$56.3M +$1.01M +31,693 +2%
HIA
43
HFM Investment Advisors
New Jersey
$52.1M +$593K +18,583 +1%
TWA
44
Trellis Wealth Advisors
California
$52M -$1.69M -53,090 -3%
FS
45
Financial Symmetry
North Carolina
$51M +$1.05M +32,786 +2%
PCA
46
Prosperity Capital Advisors
Ohio
$50.3M -$9.66M -302,712 -16%
JTWM
47
Jackson Thornton Wealth Management
Alabama
$48.2M -$992K -31,083 -2%
AFG
48
Altiora Financial Group
Ohio
$47M -$332K -10,407 -0.7%
LI
49
LRI Investments
Florida
$46.8M +$1.57M +49,293 +4%
MSWM
50
Master's Wealth Management
Pennsylvania
$45.4M +$2M +62,814 +5%