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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.44%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
Comerica Bank
2
Comerica Bank
Texas
$95.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
GWA
4
Geometric Wealth Advisors
District of Columbia
$75.7M
5
PFO
5
Pathstone Family Office
New Jersey
$74.2M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
AF
2
Advisornet Financial
Minnesota
$87K
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.88M
4
AF
4
Alerus Financial
North Dakota
$61.4M
5
WIM
5
Warwick Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$4.76M -$22.5K -1,050 -0.5%
IWC
102
Integrated Wealth Concepts
Massachusetts
$4.7M +$4.7M +219,198 New
IFS
103
Intelligent Financial Strategies
Minnesota
$4.58M +$2.86M +133,534 +166%
DY
104
Dowling & Yahnke
California
$4.54M +$5.36K +250 +0.1%
B
105
Bridgeworth
Alabama
$4.5M -$44.7K -2,086 -1%
IAN
106
Integrated Advisors Network
Texas
$4.42M +$255K +11,888 +6%
RCI
107
RS Crum Inc
California
$4.41M +$594K +27,698 +16%
AC
108
Applied Capital
Arkansas
$4.36M -$2.37M -110,317 -35%
PAS
109
Park Avenue Securities
New York
$4.09M +$52.4K +2,446 +1%
SHFA
110
SC&H Financial Advisors
Maryland
$4.06M +$485K +22,626 +14%
BJL
111
Brighton Jones LLC
Washington
$3.94M +$182K +8,511 +5%
NEWAS
112
N.E.W. Advisory Services
Wisconsin
$3.91M +$3.91M +182,390 New
PFM
113
Phillips Financial Management
Indiana
$3.73M +$3.73M +174,077 New
TB
114
Treynor Bancshares
Iowa
$3.68M +$9.5K +443 +0.3%
MHB
115
Midwest Heritage Bank
Iowa
$3.58M -$1.7M -79,088 -32%
CFO
116
CVA Family Office
Colorado
$3.57M +$8.49K +396 +0.2%
MG
117
MilWealth Group
Wisconsin
$3.51M +$138K +6,422 +4%
MRWM
118
ML&R Wealth Management
Texas
$3.5M +$119K +5,535 +4%
SDH
119
Sloy Dahl & Holst
Washington
$3.49M +$32.2K +1,502 +0.9%
IAG
120
Investment Advisory Group
Massachusetts
$3.41M -$115K -5,378 -3%
CAM
121
Cresset Asset Management
Illinois
$3.34M +$19.3K +899 +0.6%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$3.19M -$31.3K -1,458 -1%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$3.1M -$105K -4,908 -3%
CL
124
CPWM LLC
Washington
$3.07M -$1.19M -55,350 -28%
CPA
125
Capital Performance Advisors
California
$3.02M -$55.4K -2,583 -2%
3 4
5
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