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Dimensional World ex US Core Equity 2 ETF

557 hedge funds and large institutions have $6.2B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 213 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

7% more capital invested

Capital invested by funds: $5.78B → $6.2B (+$417M)

4% more funds holding

Funds holding: 536557 (+21)

3% more funds holding in top 10

Funds holding in top 10: 8790 (+3)

10% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 194

0.67% less ownership

Funds ownership: 82.11%81.44% (-0.67%)

Holders
557
Holders Change
+21
Holders Change %
+3.92%
% of All Funds
7.47%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.21%
New
57
Increased
213
Reduced
194
Closed
24
Calls
$178K
Puts
Net Calls
+$178K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Momentous Wealth Management
Washington
$19M +$2.9M +111,560 +18%
CFA
77
Cahill Financial Advisors
Minnesota
$18.7M +$1.56M +60,154 +9%
CSIA
78
Conrad Siegel Investment Advisors
Pennsylvania
$18.7M +$710K +27,337 +4%
MG
79
MilWealth Group
Wisconsin
$18.6M +$98.8K +3,805 +0.5%
CA
80
Claris Advisors
Missouri
$18.6M -$1.09M -41,801 -6%
GMA
81
Glassy Mountain Advisors
Maryland
$18.3M +$474K +18,264 +3%
DWM
82
David Wealth Management
Virginia
$17.9M +$177K +6,819 +1%
SC
83
Savant Capital
Illinois
$17.9M +$90.4K +3,481 +0.5%
SFA
84
Sequoia Financial Advisors
Ohio
$16.7M +$98.6K +3,799 +0.6%
WC
85
Wolfstich Capital
Massachusetts
$16.4M
HIA
86
HTG Investment Advisors
Connecticut
$16.4M +$176K +6,762 +1%
KAS
87
Kestra Advisory Services
Texas
$16.1M -$1.53M -59,063 -9%
LFGO
88
Legacy Financial Group (Oklahoma)
Oklahoma
$16M +$998K +38,439 +7%
PP
89
Prosperity Planning
Missouri
$15.6M -$266K -10,255 -2%
BJL
90
Brighton Jones LLC
Washington
$15.5M +$577K +22,232 +4%
IA
91
IFG Advisory
Georgia
$15.4M +$243K +9,356 +2%
CWM
92
Cherrydale Wealth Management
New Jersey
$15.2M +$381K +14,689 +3%
VFP
93
Vested Financial Planning
California
$15.2M -$1.47M -56,587 -9%
EWA
94
EP Wealth Advisors
California
$14.4M -$1.82M -70,076 -11%
TCM
95
Tassel Capital Management
North Carolina
$14.4M +$698K +26,868 +5%
GWM
96
Grand Wealth Management
Michigan
$14M -$16.9K -652 -0.1%
GFA
97
Grunden Financial Advisory
Texas
$13.9M -$643K -24,748 -4%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$13.8M +$8.75M +337,158 +178%
VBA
99
von Borstel & Associates
Oregon
$13.4M +$3.32M +127,794 +33%
MWM
100
Modera Wealth Management
New Jersey
$13.3M -$192K -7,410 -1%