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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MHS
1
M Holdings Securities
Oregon
$25.1M
2
Bank of America
2
Bank of America
North Carolina
$41.8M
3
OIA
3
OneDigital Investment Advisors
Kansas
$22.5M
4
CWS
4
Confluence Wealth Services
Pennsylvania
$20.2M
5
GWA
5
Geometric Wealth Advisors
District of Columbia
$152M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.05M
2
Jane Street
2
Jane Street
New York
$39.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.3M
5
LEFP
5
Leading Edge Financial Planning
Tennessee
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Modera Wealth Management
New Jersey
$13.1M -$325K -13,312 -2%
SC
77
Savant Capital
Illinois
$13M +$198K +8,126 +2%
Financial Engines Advisors
78
Financial Engines Advisors
California
$12.9M +$1.51M +61,840 +13%
CFA
79
Cahill Financial Advisors
Minnesota
$12.8M +$2.16M +88,363 +20%
CA
80
Claris Advisors
Missouri
$12.8M +$56.9K +2,330 +0.4%
SWM
81
Soundmark Wealth Management
Washington
$12M +$381K +15,590 +3%
LFA
82
Lauterbach Financial Advisors
Texas
$11.8M -$54.9K -2,249 -0.5%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$11.7M +$1.04M +42,438 +10%
RSWM
84
Robertson Stephens Wealth Management
California
$11.6M +$80.4K +3,292 +0.7%
CSIA
85
Conrad Siegel Investment Advisors
Pennsylvania
$11.6M +$740K +30,289 +7%
RWM
86
Ruedi Wealth Management
Illinois
$11.2M +$278K +11,400 +3%
NRWA
87
North Ridge Wealth Advisors
Oregon
$10.7M +$106K +4,344 +1%
LSIA
88
LaSalle St. Investment Advisors
Illinois
$10.6M +$254K +1,040 +2%
ATI
89
ARK & TLK Investments
Oklahoma
$10.5M +$10.5M +429,630 New
IWC
90
Integrated Wealth Concepts
Massachusetts
$10.4M +$956K +39,137 +10%
TCOTS
91
Trust Company of the South
North Carolina
$10.1M +$10.1M +415,258 New
AIS
92
American Investment Services
Massachusetts
$10.1M -$12.7K -519 -0.1%
BJL
93
Brighton Jones LLC
Washington
$10.1M +$1.17M +47,833 +13%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$9.9M -$1.89M -77,371 -16%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$9.35M +$1.27M +52,030 +16%
LFGO
96
Legacy Financial Group (Oklahoma)
Oklahoma
$9.29M +$259K +10,615 +3%
ALWM
97
Andrews Lucia Wealth Management
California
$9.18M -$363K -14,885 -4%
EWA
98
EP Wealth Advisors
California
$9.16M -$243K -9,951 -3%
SOAG
99
Silver Oak Advisory Group
Oregon
$8.94M +$259K +10,615 +3%
HWM
100
Hemington Wealth Management
Virginia
$8.76M -$25.6K -1,048 -0.3%
2 3
4
5 6