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Dimensional World ex US Core Equity 2 ETF

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.5%
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
76
Cherrydale Wealth Management
New Jersey
$14.8M 580,482 +33,103 +6%
CSIA
77
Conrad Siegel Investment Advisors
Pennsylvania
$14.3M 563,859 +90,680 +19%
GFA
78
Grunden Financial Advisory
Texas
$14M 548,690 -10,307 -2%
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$13.7M 536,907 +57,855 +12%
MWM
80
Modera Wealth Management
New Jersey
$13.6M 532,978 -4,582 -0.9%
IA
81
IFG Advisory
Georgia
$13.5M 531,584 -13,755 -3%
CA
82
Claris Advisors
Missouri
$13.3M 524,487 -270 -0.1%
SWM
83
Soundmark Wealth Management
Washington
$12.9M 505,211 +14,082 +3%
SC
84
Savant Capital
Illinois
$12.1M 475,480 -58,829 -11%
LFA
85
Lauterbach Financial Advisors
Texas
$11.9M 465,938 -18,049 -4%
RWM
86
Ruedi Wealth Management
Illinois
$11.8M 462,961 +3,569 +0.8%
RSWM
87
Robertson Stephens Wealth Management
California
$11.7M 459,746 -15,479 -3%
NRWA
88
North Ridge Wealth Advisors
Oregon
$11.4M 447,324 +7,437 +2%
BJL
89
Brighton Jones LLC
Washington
$11.1M 436,649 +24,939 +6%
LFGO
90
Legacy Financial Group (Oklahoma)
Oklahoma
$11M 432,697 +52,291 +14%
ATI
91
ARK & TLK Investments
Oklahoma
$10.8M 425,201 -4,429 -1%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$10.6M 417,726 +34,909 +9%
AIS
93
American Investment Services
Massachusetts
$10.4M 408,625 -5,796 -1%
TCOTS
94
Trust Company of the South
North Carolina
$10.4M 408,452 -6,806 -2%
IWC
95
Integrated Wealth Concepts
Massachusetts
$10.2M 401,678 -25,714 -6%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$10M 394,719 -10,733 -3%
FCG
97
Financial Connections Group
California
$9.6M 377,515 +27,073 +8%
ALWM
98
Andrews Lucia Wealth Management
California
$9.56M 375,804 -41 -0%
SOAG
99
Silver Oak Advisory Group
Oregon
$9.47M 372,117 +5,897 +2%
EWA
100
EP Wealth Advisors
California
$9.43M 370,693 -4,367 -1%