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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
2
GeoWealth Management
Illinois
$68.4M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
4
BetterWealth
California
$43.6M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$32.2M +$1.36M +54,709 +4%
MSWM
52
Master's Wealth Management
Pennsylvania
$31.4M +$31.4M +1,261,871 New
BWA
53
BlueSky Wealth Advisors
North Carolina
$31.2M +$582K +23,403 +2%
CPCM
54
Cardinal Point Capital Management
Ontario, Canada
$30.6M +$2.5M +100,457 +9%
NEWAS
55
N.E.W. Advisory Services
Wisconsin
$29.9M +$6.92M +278,253 +30%
VW
56
Vance Wealth
California
$27.7M +$332K +13,354 +1%
OFA
57
Onyx Financial Advisors
Idaho
$26.9M +$983K +39,549 +4%
BWA
58
Babb Wealth Advisors
Arizona
$26.6M +$26.6M +1,070,385 New
WCM
59
Warburton Capital Management
Oklahoma
$26.2M +$26.2M +1,052,845 New
SCA
60
Strathmore Capital Advisors
North Carolina
$25.8M +$25.8M +1,036,515 New
MWP
61
Meridian Wealth Partners
Pennsylvania
$24.9M -$74.1K -2,979 -0.3%
LI
62
LRI Investments
Florida
$24.7M -$71.7K -2,885 -0.3%
TWA
63
TCI Wealth Advisors
Arizona
$23.8M +$1.15M +46,371 +5%
HighTower Advisors
64
HighTower Advisors
Illinois
$23.7M +$16K +645 +0.1%
OIA
65
OneDigital Investment Advisors
Kansas
$22.6M -$410K -16,476 -2%
AC
66
Apella Capital
Connecticut
$21.7M -$642K -25,816 -3%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$21.6M +$1.21M +48,477 +6%
SM
68
Sensible Money
Arizona
$21.5M -$362K -14,560 -2%
SC
69
Shearwater Capital
Colorado
$20M +$392K +15,778 +2%
AIS
70
Accredited Investor Services
Minnesota
$19.8M +$19.8M +796,149 New
SP
71
Symmetry Partners
Connecticut
$19.3M +$7.84M +315,276 +68%
Corient Private Wealth
72
Corient Private Wealth
Florida
$18.8M -$90.6K -3,645 -0.5%
CA
73
Claris Advisors
Missouri
$18.7M +$4.84M +194,563 +35%
DWP
74
Destiny Wealth Partners
Florida
$18.3M +$548K +22,043 +3%
AL
75
Aspiriant LLC
California
$18.3M – – –
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3
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