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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
2
GeoWealth Management
Illinois
$68.4M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
4
BetterWealth
California
$43.6M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
76
Chicago Partners Investment Group
Illinois
$18.1M +$1.03M +41,136 +6%
MG
77
MilWealth Group
Wisconsin
$17.6M +$11M +443,863 +169%
CSIA
78
Conrad Siegel Investment Advisors
Pennsylvania
$17M +$1.51M +60,667 +10%
GMA
79
Glassy Mountain Advisors
Maryland
$16.9M +$576K +23,166 +4%
SC
80
Savant Capital
Illinois
$16.9M -$213K -8,554 -1%
DWM
81
David Wealth Management
Virginia
$16.8M +$16.8M +677,356 New
KAS
82
Kestra Advisory Services
Texas
$16.8M +$1.28M +51,361 +8%
CFA
83
Cahill Financial Advisors
Minnesota
$16.2M +$26.7K +1,072 +0.2%
VFP
84
Vested Financial Planning
California
$15.8M +$15.8M +636,212 New
SFA
85
Sequoia Financial Advisors
Ohio
$15.7M +$655K +26,343 +4%
WC
86
Wolfstich Capital
Massachusetts
$15.6M +$15.6M +625,980 New
EWA
87
EP Wealth Advisors
California
$15.5M +$6.45M +259,257 +72%
HIA
88
HTG Investment Advisors
Connecticut
$15.4M +$355K +14,268 +2%
MWM
89
Momentous Wealth Management
Washington
$15.2M +$15.2M +612,299 New
EP
90
Essential Planning
New Hampshire
$15.1M +$14.8M +572,456 +6,400%
PP
91
Prosperity Planning
Missouri
$15M -$74.2K -2,986 -0.5%
IA
92
IFG Advisory
Georgia
$14.4M +$599K +24,092 +4%
LFGO
93
Legacy Financial Group (Oklahoma)
Oklahoma
$14.2M +$1.14M +45,970 +9%
BJL
94
Brighton Jones LLC
Washington
$14.1M +$1.14M +45,872 +9%
CWM
95
Cherrydale Wealth Management
New Jersey
$14.1M -$1.39M -55,924 -9%
EFP
96
Elser Financial Planning
Indiana
$13.9M +$13.3M +536,860 +2,407%
GFA
97
Grunden Financial Advisory
Texas
$13.8M -$18.2K -732 -0.1%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$13.4M -$15.8M -633,815 -54%
GWM
99
Grand Wealth Management
Michigan
$13.3M -$942K -37,904 -7%
TCM
100
Tassel Capital Management
North Carolina
$13M +$13M +524,125 New
2 3
4
5 6