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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

469 hedge funds and large institutions have $5.43B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 165 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
6.82%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
43
Increased
171
Reduced
165
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$73.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$26.7M
3
GWA
3
Geometric Wealth Advisors
District of Columbia
$186M
4
SFA
4
Sequoia Financial Advisors
Ohio
$19.9M
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$21.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$247M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$138M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$286M
4
FFM
4
Forum Financial Management
Illinois
$33M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Cherrydale Wealth Management
New Jersey
$15.8M +$1M +39,347 +7%
PP
77
Prosperity Planning
Missouri
$15.8M -$279K -10,963 -2%
CFA
78
Cahill Financial Advisors
Minnesota
$15.3M +$487K +19,165 +3%
CSIA
79
Conrad Siegel Investment Advisors
Pennsylvania
$15.1M +$754K +29,658 +5%
HIA
80
HTG Investment Advisors
Connecticut
$15M +$59.1K +2,325 +0.4%
GWM
81
Grand Wealth Management
Michigan
$14.6M -$1.51M -59,538 -9%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$14.1M +$471K +18,547 +3%
EFP
83
Elser Financial Planning
Indiana
$14M +$14M +550,849 New
GFA
84
Grunden Financial Advisory
Texas
$13.8M -$107K -4,210 -0.8%
IA
85
IFG Advisory
Georgia
$13.7M +$227K +8,946 +2%
MWM
86
Modera Wealth Management
New Jersey
$13.1M -$429K -16,884 -3%
CA
87
Claris Advisors
Missouri
$12.9M -$401K -15,776 -3%
BJL
88
Brighton Jones LLC
Washington
$12.4M +$1.33M +52,130 +12%
DWA
89
Delap Wealth Advisory
Oregon
$12.3M +$6.13M +241,083 +99%
RWM
90
Ruedi Wealth Management
Illinois
$11.9M +$140K +5,523 +1%
Osaic Holdings
91
Osaic Holdings
Arizona
$11.6M -$6.12M -240,661 -35%
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$11.6M +$591K +23,232 +5%
NRWA
93
North Ridge Wealth Advisors
Oregon
$11.6M +$218K +8,568 +2%
LFA
94
Lauterbach Financial Advisors
Texas
$11.6M -$84K -3,362 -0.7%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$11.1M +$530K +20,868 +5%
ATI
96
ARK & TLK Investments
Oklahoma
$10.7M -$76.6K -3,015 -0.7%
AIS
97
American Investment Services
Massachusetts
$10.3M -$119K -4,701 -1%
Creative Planning
98
Creative Planning
Kansas
$10.2M +$2.66M +104,547 +35%
RSWM
99
Robertson Stephens Wealth Management
California
$10.2M -$1.46M -57,410 -12%
SOAG
100
Silver Oak Advisory Group
Oregon
$10M +$573K +22,554 +6%
2 3
4
5 6