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Dimensional World ex US Core Equity 2 ETF

557 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 57 funds opening new positions, 213 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

7% more capital invested

Capital invested by funds: $5.78B → $6.2B (+$417M)

4% more funds holding

Funds holding: 536557 (+21)

3% more funds holding in top 10

Funds holding in top 10: 8790 (+3)

10% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 194

0.67% less ownership

Funds ownership: 82.11%81.44% (-0.67%)

Holders
557
Holders Change
+21
Holders Change %
+3.92%
% of All Funds
7.47%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.21%
New
57
Increased
213
Reduced
194
Closed
24
Calls
$178K
Puts
Net Calls
+$178K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
526
Orion Capital Management
California
$70.3K -$20.3K -783 -23%
CCM
527
Coldstream Capital Management
Washington
$66.8K +$66.2K +2,549 New
HWA
528
Heritage Wealth Advisors
Virginia
$65.9K
RDFA
529
Ritter Daniher Financial Advisory
Ohio
$64.8K
ME
530
McIlrath & Eck
Washington
$53.8K +$156 +6 +0.3%
AF
531
Advisornet Financial
Minnesota
$52.9K
RF
532
Rossby Financial
Florida
$48.7K +$47.3K +1,823 New
WT
533
Washington Trust
Rhode Island
$44.9K
AAP
534
Arax Advisory Partners
Colorado
$42.7K +$42.3K +1,629 New
RWA
535
Redmont Wealth Advisors
Illinois
$42.4K +$42K +1,617 New
EWP
536
Elevation Wealth Partners
California
$40.2K
NRG
537
Nemes Rush Group
Michigan
$36.2K +$35.8K +1,380 New
MWA
538
Medallion Wealth Advisors
Connecticut
$35.1K +$1.95K +75 +6%
CI
539
CX Institutional
Indiana
$35K +$34.9K +1,346 New
KFI
540
Key Financial Inc
Pennsylvania
$32.1K
CIAS
541
Capital Investment Advisory Services
North Carolina
$31.6K +$1.35K +52 +4%
PWMG
542
Private Wealth Management Group
New Jersey
$30.8K
PFA
543
Pillar Financial Advisors
Kentucky
$29.6K -$5.82K -224 -17%
CA
544
Continuum Advisory
Idaho
$28.9K
RWM
545
Rialto Wealth Management
New York
$23.1K
WPA
546
Wealth Preservation Advisors
Tennessee
$19.9K +$19.7K +759 New
WAS
547
Winch Advisory Services
Wisconsin
$15.2K +$52 +2 +0.3%
TIM
548
Thompson Investment Management
Wisconsin
$14.6K
GWANC
549
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.1K
BFS
550
Bare Financial Services
Pennsylvania
$8.1K