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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

552 hedge funds and large institutions have $6.19B 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, 210 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+18
Holders Change %
+3.37%
% of All Funds
7.5%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.21%
New
55
Increased
210
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
1
RFG Advisory
Alabama
$151M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$74.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$90.1M
4
AF
4
Allworth Financial
California
$138M
5
Jane Street
5
Jane Street
New York
$10.3M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$901K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$133M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$202M
4
EP
4
Essential Planning
New Hampshire
$234K
5
EFP
5
Elser Financial Planning
Indiana
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
51
Cardiff Park Advisors
California
$34.4M +$335K +12,787 +1%
BWA
52
BlueSky Wealth Advisors
North Carolina
$34.4M +$1.53M +58,272 +5%
PAG
53
Private Advisor Group
New Jersey
$34.2M +$216K +8,229 +0.6%
MSWM
54
Master's Wealth Management
Pennsylvania
$33.9M +$846K +32,271 +3%
CPCM
55
Cardinal Point Capital Management
Ontario, Canada
$33.5M +$1.19M +45,503 +4%
FFM
56
Forum Financial Management
Illinois
$31.6M -$2.93M -111,688 -8%
OFA
57
Onyx Financial Advisors
Idaho
$30M +$1.66M +63,401 +6%
WCM
58
Warburton Capital Management
Oklahoma
$29.1M +$1.49M +56,825 +5%
BWA
59
Babb Wealth Advisors
Arizona
$28.9M +$806K +30,778 +3%
LI
60
LRI Investments
Florida
$28.8M +$2.81M +107,274 +11%
VW
61
Vance Wealth
California
$28.7M -$509K -19,418 -2%
AC
62
Apella Capital
Connecticut
$26.5M +$4.7M +188,056 +22%
TWA
63
TCI Wealth Advisors
Arizona
$25.9M +$809K +30,892 +3%
HighTower Advisors
64
HighTower Advisors
Illinois
$25.3M +$248K +9,473 +1%
MWP
65
Meridian Wealth Partners
Pennsylvania
$24.9M -$1.41M -53,640 -5%
OIA
66
OneDigital Investment Advisors
Kansas
$23.4M -$445K -16,987 -2%
SM
67
Sensible Money
Arizona
$21.9M -$812K -31,001 -4%
AIS
68
Accredited Investor Services
Minnesota
$21.8M +$892K +34,056 +4%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$21.5M -$1.24M -47,297 -5%
SC
70
Shearwater Capital
Colorado
$21.2M +$146K +5,581 +0.7%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$19.9M +$5.75M +219,405 +41%
SP
72
Symmetry Partners
Connecticut
$19.9M -$504K -19,223 -2%
Corient Private Wealth
73
Corient Private Wealth
Florida
$19.6M -$228K -8,703 -1%
AL
74
Aspiriant LLC
California
$19.5M +$265K +10,103 +1%
CPIG
75
Chicago Partners Investment Group
Illinois
$19.3M -$633K -23,162 -3%
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3
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