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Dimensional World ex US Core Equity 2 ETF

396 hedge funds and large institutions have $4.67B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 178 increasing their positions, 131 reducing their positions, and 20 closing their positions.

Holders
396
Holders Change
+5
Holders Change %
+1.28%
% of All Funds
6.31%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
1.23%
New
28
Increased
178
Reduced
131
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Claris Advisors
Missouri
$11.8M +$2.1M +93,199 +22%
LFA
77
Lauterbach Financial Advisors
Texas
$11M +$67.2K +2,983 +0.6%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$10.9M +482,823 New
SWM
79
Soundmark Wealth Management
Washington
$10.7M +$358K +15,896 +3%
RSWM
80
Robertson Stephens Wealth Management
California
$10.6M +$10.6M +471,933 New
Financial Engines Advisors
81
Financial Engines Advisors
California
$10.5M +$70.2K +3,115 +0.7%
OMC
82
Old Mission Capital
Illinois
$10.3M +$3.32M +147,323 +47%
RWM
83
Ruedi Wealth Management
Illinois
$10.1M +$958K +42,519 +10%
CSIA
84
Conrad Siegel Investment Advisors
Pennsylvania
$9.97M +$224K +9,954 +2%
CFA
85
Cahill Financial Advisors
Minnesota
$9.84M +$444K +19,715 +5%
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$9.83M +$914K +40,597 +10%
NRWA
87
North Ridge Wealth Advisors
Oregon
$9.81M +$328K +14,579 +3%
AIS
88
American Investment Services
Massachusetts
$9.34M -$409K -18,149 -4%
ALWM
89
Andrews Lucia Wealth Management
California
$8.8M -$40.9K -1,814 -0.5%
IWC
90
Integrated Wealth Concepts
Massachusetts
$8.74M +$161K +7,147 +2%
EWA
91
EP Wealth Advisors
California
$8.67M +$8.67M +385,011 New
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$8.33M +$808K +35,858 +11%
TI
93
Truepoint Inc
Ohio
$8.3M +$177K +7,871 +2%
BJL
94
Brighton Jones LLC
Washington
$8.19M +$1M +44,505 +14%
MG
95
Mather Group
Illinois
$8.13M -$192K -8,547 -2%
HWM
96
Hemington Wealth Management
Virginia
$8.1M -$814K -36,149 -9%
FCG
97
Financial Connections Group
California
$8.1M +$378K +16,784 +5%
SOAG
98
Silver Oak Advisory Group
Oregon
$8.01M +$358K +15,912 +5%
EFL
99
ERn Financial LLC
Wisconsin
$7.82M +$719K +31,949 +10%
SIC
100
SJS Investment Consulting
Ohio
$7.79M -$269K -11,965 -3%