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Dimensional World ex US Core Equity 2 ETF

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Shares
Change %
BF
476
BOK Financial
Oklahoma
$172K
US Bancorp
477
US Bancorp
Minnesota
$159K
CSWM
478
Cassady Schiller Wealth Management
Ohio
$155K
TWD
479
True Wealth Design
Ohio
$150K
VWA
480
VSM Wealth Advisory
Maryland
$146K +$146K +5,867 New
PA
481
Parallel Advisors
California
$134K +$76.8K +3,089 +134%
FHA
482
First Horizon Advisors
Tennessee
$131K
SWM
483
Sanctuary Wealth Management
Idaho
$129K -$14.6K -589 -10%
CSB
484
City State Bank
Iowa
$124K
IRC
485
Investors Research Corp
Georgia
$122K
CWM
486
Cedar Wealth Management
California
$117K
FFA
487
Farther Finance Advisors
California
$112K -$14.6K -588 -12%
BHWM
488
Beaird Harris Wealth Management
Texas
$110K
SAM
489
Smartleaf Asset Management
Massachusetts
$105K +$95.8K +3,854 +1,006%
CMP
490
Coston McIsaac & Partners
Maine
$103K +$766 +31 +0.7%
Bank of Montreal
491
Bank of Montreal
Ontario, Canada
$101K +$90.9K +3,658 +869%
AIP
492
Ameritas Investment Partners
Nebraska
$98.6K +$920 +37 +0.9%
HI
493
Harbour Investments
Wisconsin
$91.9K +$99 +4 +0.1%
OCM
494
Orion Capital Management
California
$86.1K +$86.1K +3,464 New
NWM
495
Navigoe Wealth Management
California
$82K +$82K +3,319 New
GSWM
496
Golden State Wealth Management
California
$80K +$80K +3,218 New
WTA
497
Washington Trust Advisors
Massachusetts
$79.7K
SL
498
Salomon & Ludwin
Virginia
$64.5K
HWA
499
Heritage Wealth Advisors
Virginia
$62.6K
RDFA
500
Ritter Daniher Financial Advisory
Ohio
$61.5K