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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
CPA
51
Cardiff Park Advisors
California
$34.4M +$332K +12,787 +1%
BWA
52
BlueSky Wealth Advisors
North Carolina
$34.4M +$1.51M +58,272 +5%
PAG
53
Private Advisor Group
New Jersey
$34.2M +$214K +8,229 +0.6%
MSWM
54
Master's Wealth Management
Pennsylvania
$33.9M +$838K +32,271 +3%
CPCM
55
Cardinal Point Capital Management
Ontario, Canada
$33.5M +$1.18M +45,503 +4%
FFM
56
Forum Financial Management
Illinois
$31.6M -$2.9M -111,688 -8%
OFA
57
Onyx Financial Advisors
Idaho
$30M +$1.65M +63,401 +6%
WCM
58
Warburton Capital Management
Oklahoma
$29.1M +$1.48M +56,825 +5%
BWA
59
Babb Wealth Advisors
Arizona
$28.9M +$799K +30,778 +3%
LI
60
LRI Investments
Florida
$28.8M +$2.79M +107,274 +11%
VW
61
Vance Wealth
California
$28.7M -$504K -19,418 -2%
AC
62
Apella Capital
Connecticut
$26.5M +$4.88M +188,056 +22%
TWA
63
TCI Wealth Advisors
Arizona
$25.9M +$802K +30,892 +3%
HighTower Advisors
64
HighTower Advisors
Illinois
$25.3M +$246K +9,473 +1%
MWP
65
Meridian Wealth Partners
Pennsylvania
$24.9M -$1.39M -53,640 -5%
OIA
66
OneDigital Investment Advisors
Kansas
$23.4M -$441K -16,987 -2%
SM
67
Sensible Money
Arizona
$21.9M -$805K -31,001 -4%
AIS
68
Accredited Investor Services
Minnesota
$21.8M +$884K +34,056 +4%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$21.5M -$1.23M -47,297 -5%
SC
70
Shearwater Capital
Colorado
$21.2M +$145K +5,581 +0.7%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$19.9M +$5.7M +219,405 +41%
SP
72
Symmetry Partners
Connecticut
$19.9M -$499K -19,223 -2%
Corient Private Wealth
73
Corient Private Wealth
Florida
$19.6M -$226K -8,703 -1%
AL
74
Aspiriant LLC
California
$19.5M +$262K +10,103 +1%
CPIG
75
Chicago Partners Investment Group
Illinois
$19.3M -$601K -23,162 -3%