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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

553 hedge funds and large institutions have $6.2B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 211 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+18
Holders Change %
+3.36%
% of All Funds
7.51%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.22%
New
55
Increased
211
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
RFG Advisory
Alabama
+$50.2M
2
FMI
Factory Mutual Insurance
Massachusetts
+$24.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14M
4
AF
Allworth Financial
California
+$11.5M
5
Jane Street
Jane Street
New York
+$9.82M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.46B
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$24.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.7M
4
EP
Essential Planning
New Hampshire
-$15M
5
EFP
Elser Financial Planning
Indiana
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
476
Granite Harbor Advisors
Texas
$222K +$222K +8,464 New
NFG
477
Northeast Financial Group
Pennsylvania
$221K -$6.21K -237 -3%
MW
478
Marcum Wealth
Ohio
$221K +$183 +7 +0.1%
BP
479
BWM Planning
Texas
$219K +$550 +21 +0.3%
SIC
480
Samalin Investment Counsel
New York
$217K +$217K +8,282 New
KFG
481
Kelly Financial Group
Connecticut
$214K +$214K +8,176 New
MA
482
MJP Associates
Connecticut
$214K -$8.94K -341 -4%
AO
483
Advisor OS
Illinois
$214K -$8.94K -341 -4%
TIAM2
484
Tru Independence Asset Management 2
Oregon
$214K – – –
MAMG
485
Milestone Asset Management Group
Connecticut
$213K +$157 +6 +0.1%
MHFA
486
Mission Hills Financial Advisory
California
$211K +$211K +8,040 New
OPWM
487
Oakwell Private Wealth Management
Texas
$209K +$209K +7,981 New
AFG
488
Atomi Financial Group
New York
$207K +$207K +7,901 New
FAIM
489
Financial Advocates Investment Management
Washington
$207K +$207K +7,415 New
SPP
490
Single Point Partners
Massachusetts
$206K +$206K +7,862 New
HWMO
491
Heritage Wealth Management (Ohio)
Ohio
$205K +$205K +7,837 New
CC
492
Copperleaf Capital
North Carolina
$205K +$205K +7,831 New
BFA
493
Beacon Financial Advisory
Ohio
$205K +$205K +7,828 New
MOS
494
MGO One Seven
Ohio
$204K -$83.3K -3,179 -29%
FA
495
FSA Advisors
Michigan
$204K +$204K +7,771 New
ARC
496
Advisor Resource Council
Texas
$202K +$202K +7,727 New
Qube Research & Technologies (QRT)
497
Qube Research & Technologies (QRT)
United Kingdom
$202K +$201K +7,684 +54,886%
PIA
498
Perennial Investment Advisors
California
$201K +$201K +7,678 New
WFAG
499
Wescott Financial Advisory Group
Pennsylvania
$201K -$31K -1,184 -13%
VWM
500
Vermillion Wealth Management
Minnesota
$190K +$472 +18 +0.2%
18 19
20
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