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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.17%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.2%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
76
Soundmark Wealth Management
Washington
$10.7M +$268K +11,501 +3%
KAS
77
Kestra Advisory Services
Texas
$10.1M -$1.29M -55,349 -11%
AIS
78
American Investment Services
Massachusetts
$10.1M -$974K -41,777 -9%
CSIA
79
Conrad Siegel Investment Advisors
Pennsylvania
$10.1M +$497K +21,311 +5%
CA
80
Claris Advisors
Missouri
$10M +$319K +13,685 +3%
NRWA
81
North Ridge Wealth Advisors
Oregon
$9.81M +$97.3K +4,173 +1%
CFA
82
Cahill Financial Advisors
Minnesota
$9.72M +$744K +31,925 +8%
CWM
83
Cherrydale Wealth Management
New Jersey
$9.65M +$62.1K +2,662 +0.6%
RWM
84
Ruedi Wealth Management
Illinois
$9.45M +$952K +40,838 +11%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$9.23M +$893K +38,316 +11%
HWM
86
Hemington Wealth Management
Virginia
$9.23M -$377K -16,186 -4%
ALWM
87
Andrews Lucia Wealth Management
California
$9.15M -$426K -18,258 -4%
IWC
88
Integrated Wealth Concepts
Massachusetts
$8.88M +$3.38K +145 +0%
MG
89
Mather Group
Illinois
$8.62M -$718K -30,797 -8%
TI
90
Truepoint Inc
Ohio
$8.41M -$23.5K -1,009 -0.3%
SIC
91
SJS Investment Consulting
Ohio
$8.34M -$238K -10,222 -3%
MFT
92
Moisand Fitzgerald Tamayo
Florida
$8.17M -$67.5K -2,895 -0.8%
FCG
93
Financial Connections Group
California
$8M -$75.9K -3,258 -0.9%
Mariner
94
Mariner
Kansas
$7.96M +$44.4K +1,906 +0.6%
SOAG
95
Silver Oak Advisory Group
Oregon
$7.92M +$596K +25,581 +8%
LFGO
96
Legacy Financial Group (Oklahoma)
Oklahoma
$7.78M +$842K +36,126 +12%
PFM
97
Phillips Financial Management
Indiana
$7.58M -$537K -23,034 -7%
BJL
98
Brighton Jones LLC
Washington
$7.44M +$565K +24,225 +8%
WIM
99
Warwick Investment Management
Texas
$7.4M +$36.1K +1,550 +0.5%
PWIA
100
Porter White Investment Advisors
Alabama
$7.35M -$180K -7,734 -2%