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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.44%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
Comerica Bank
2
Comerica Bank
Texas
$95.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
GWA
4
Geometric Wealth Advisors
District of Columbia
$75.7M
5
PFO
5
Pathstone Family Office
New Jersey
$74.2M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
AF
2
Advisornet Financial
Minnesota
$87K
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.88M
4
AF
4
Alerus Financial
North Dakota
$61.4M
5
WIM
5
Warwick Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
76
Savant Capital
Illinois
$6.8M -$55.8K -2,603 -0.8%
LNC
77
Lincoln National Corp
Pennsylvania
$6.64M +$230K +10,750 +4%
EFL
78
ERn Financial LLC
Wisconsin
$6.6M +$3.88M +181,088 +143%
Mariner
79
Mariner
Kansas
$6.57M -$6.55M -305,373 -50%
BDF
80
Balasa Dinverno & Foltz
$6.49M -$4.87K -227 -0.1%
Betterment LLC
81
Betterment LLC
New York
$6.49M +$1.07M +49,965 +20%
EIA
82
Eldridge Investment Advisors
New Hampshire
$6.46M -$387K -18,058 -6%
HWMG
83
Hurlow Wealth Management Group
Indiana
$6.34M +$6.34M +295,814 New
SOAG
84
Silver Oak Advisory Group
Oregon
$6.32M +$82.4K +3,841 +1%
AL
85
Aspiriant LLC
California
$6.25M -$4.35K -203 -0.1%
BAG
86
Briggs Advisory Group
Rhode Island
$6.23M -$420K -19,608 -6%
AC
87
AWM Capital
Arizona
$6.12M -$1.52M -70,987 -20%
HNWA
88
Henrickson Nauta Wealth Advisors
Michigan
$6.12M -$9.18K -428 -0.1%
BAM
89
Bayshore Asset Management
Florida
$6.04M +$456K +21,255 +8%
CFA
90
Cahill Financial Advisors
Minnesota
$6.02M +$888K +41,435 +17%
Truist Financial
91
Truist Financial
North Carolina
$6M -$656K -30,607 -10%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$5.93M +$176K +8,186 +3%
FNBSF
93
First National Bank Sioux Falls
South Dakota
$5.92M – – –
EH
94
Equitable Holdings
New York
$5.8M +$227K +10,590 +4%
CWM
95
Cedar Wealth Management
California
$5.62M – – –
BAM
96
Baldrige Asset Management
Pennsylvania
$5.46M +$6.24K +291 +0.1%
Financial Engines Advisors
97
Financial Engines Advisors
California
$5.45M -$307K -14,320 -5%
FCG
98
Financial Connections Group
California
$4.99M +$4.98M +232,129 +50,028%
DWM
99
Dopkins Wealth Management
New York
$4.91M +$73.5K +3,426 +2%
FMWA
100
Forvis Mazars Wealth Advisors
Missouri
$4.76M +$4.46M +207,853 +1,450%
2 3
4
5 6