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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

481 hedge funds and large institutions have $5.74B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 162 reducing their positions, and 19 closing their positions.

Holders
481
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.96%
Holding in Top 10
73
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
36
Increased
186
Reduced
162
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$300M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$52.3M
3
AF
3
Allworth Financial
California
$124M
4
GWWM
4
Great Waters Wealth Management
Minnesota
$105M
5
AL
5
Aspiriant LLC
California
$19.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.3M
2
RA
2
RFG Advisory
Alabama
$96.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.4K
4
CFA
4
Capstone Financial Advisors
Illinois
$60.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$16.8M -$1.63M -60,382 -9%
CWM
77
Cherrydale Wealth Management
New Jersey
$16.8M +$71.9K +2,662 +0.4%
PP
78
Prosperity Planning
Missouri
$16.4M -$317K -11,718 -2%
SFA
79
Sequoia Financial Advisors
Ohio
$16.4M -$4.8M -177,666 -23%
HIA
80
HTG Investment Advisors
Connecticut
$16.3M +$366K +13,567 +2%
GWM
81
Grand Wealth Management
Michigan
$15.5M -$27.6K -1,023 -0.2%
CA
82
Claris Advisors
Missouri
$15M +$1.28M +47,428 +9%
IA
83
IFG Advisory
Georgia
$15M +$410K +15,197 +3%
GFA
84
Grunden Financial Advisory
Texas
$15M +$297K +11,007 +2%
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$14.6M -$431K -15,957 -3%
BJL
86
Brighton Jones LLC
Washington
$14.1M +$921K +34,106 +7%
MWM
87
Modera Wealth Management
New Jersey
$13.7M -$257K -9,525 -2%
LFGO
88
Legacy Financial Group (Oklahoma)
Oklahoma
$13.6M +$1.82M +70,643 +15%
LFA
89
Lauterbach Financial Advisors
Texas
$12.5M +$52.1K +1,928 +0.4%
NRWA
90
North Ridge Wealth Advisors
Oregon
$12.5M +$200K +7,396 +2%
SP
91
Symmetry Partners
Connecticut
$12.5M -$11.8M -436,975 -49%
RWM
92
Ruedi Wealth Management
Illinois
$12.4M -$284K -10,509 -2%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$12.1M +$300K +11,125 +3%
Creative Planning
94
Creative Planning
Kansas
$11M +$158K +5,843 +1%
ATI
95
ARK & TLK Investments
Oklahoma
$10.8M -$567K -20,998 -5%
RSWM
96
Robertson Stephens Wealth Management
California
$10.8M -$109K -4,043 -1%
SOAG
97
Silver Oak Advisory Group
Oregon
$10.7M +$17.4K +645 +0.2%
AIS
98
American Investment Services
Massachusetts
$10.6M -$307K -11,381 -3%
EH
99
Equitable Holdings
New York
$10.6M +$1.08M +40,076 +11%
TCOTS
100
Trust Company of the South
North Carolina
$10.4M -$117K -4,348 -1%
2 3
4
5 6