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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

284 hedge funds and large institutions have $2.85B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 63 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
4.49%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.95%
New
31
Increased
136
Reduced
63
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$54.5M
2
AF
2
Advisornet Financial
Minnesota
$32.5M
3
EWA
3
EP Wealth Advisors
California
$13M
4
FFM
4
Forum Financial Management
Illinois
$26.4M
5
HWM
5
Hemington Wealth Management
Virginia
$11.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
GWA
2
Geometric Wealth Advisors
District of Columbia
$0
3
PCI
3
Planning Center Inc
Illinois
$0
4
PAG
4
Private Advisor Group
New Jersey
$0
5
AC
5
Apella Capital
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MRWM
101
ML&R Wealth Management
Texas
$3.94M +$249K +9,998 +7%
MG
102
MilWealth Group
Wisconsin
$3.92M +$138K +5,545 +4%
CAM
103
Cresset Asset Management
Illinois
$3.86M +$392K +15,723 +11%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$3.75M +$145K +5,823 +4%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$3.73M -$321K -12,852 -8%
CPA
106
Capital Performance Advisors
California
$3.58M +$48.5K +1,942 +1%
MAM
107
McCarthy Asset Management
California
$3.5M +$22K +882 +0.6%
KAM
108
Kraft Asset Management
Tennessee
$3.46M +$575K +23,060 +20%
GCM
109
G2 Capital Management
Ohio
$3.29M – – –
HG
110
Harbor Group
New Hampshire
$3.2M +$41.3K +1,654 +1%
EFL
111
ERn Financial LLC
Wisconsin
$3.17M +$558K +22,357 +21%
BP
112
Ballentine Partners
Massachusetts
$3.15M +$150 +6 +0%
VCM
113
Versant Capital Management
Arizona
$2.96M +$158K +6,350 +6%
SWA
114
Sax Wealth Advisors
New Jersey
$2.87M -$584K -23,409 -17%
RWM
115
Rockwood Wealth Management
Pennsylvania
$2.86M -$9.63K -386 -0.3%
APA
116
American Portfolios Advisors
New York
$2.72M +$180K +7,207 +7%
DHGWA
117
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2.69M +$740K +29,654 +38%
WA
118
Wealth Architects
California
$2.69M +$274K +10,985 +11%
BPA
119
Beacon Pointe Advisors
California
$2.58M +$2.58M +103,454 New
WWP
120
WR Wealth Planners
Missouri
$2.56M +$2.56M +102,597 New
MWM
121
Marietta Wealth Management
Georgia
$2.53M -$30.4K -1,219 -1%
MFC
122
Morris Financial Concepts
South Carolina
$2.5M +$27.2K +1,092 +1%
Citadel Advisors
123
Citadel Advisors
Florida
$2.47M +$2.07M +82,869 +515%
MIAN
124
Mariner Independent Advisor Network
Kansas
$2.43M +$160K +6,353 +7%
RRCM
125
Rappaport Reiches Capital Management
Illinois
$2.4M +$2.4M +96,169 New
3 4
5
6 7