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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

315 hedge funds and large institutions have $3.07B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 145 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-7
Holders Change %
-2.17%
% of All Funds
5.45%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
1.05%
New
22
Increased
145
Reduced
89
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$131M
2
DADC
2
D.A. Davidson & Co
Montana
$42.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$207M
4
OMC
4
Old Mission Capital
Illinois
$32.8M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$66.7M

Top Sellers

1
CCA
1
Cobblestone Capital Advisors
New York
$47M
2
FTUS
2
Flow Traders U.S.
New York
$2.8M
3
MWA
3
Monograph Wealth Advisors
California
$69.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$932K
5
EWA
5
EP Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
101
Bayshore Asset Management
Florida
$4.65M -$667K -35,294 -13%
HWMG
102
Hurlow Wealth Management Group
Indiana
$4.5M -$1.09M -57,696 -20%
DWM
103
Dopkins Wealth Management
New York
$4.42M +$91.2K +4,830 +2%
IWC
104
Integrated Wealth Concepts
Massachusetts
$4.36M +$223K +11,828 +5%
EIA
105
Eldridge Investment Advisors
New Hampshire
$4.23M -$1.47M -77,686 -26%
Creative Planning
106
Creative Planning
Kansas
$4.23M +$28.8K +1,524 +0.7%
IAN
107
Integrated Advisors Network
Texas
$4.21M +$316K +16,729 +8%
IFS
108
Intelligent Financial Strategies
Minnesota
$4.17M +$133K +7,062 +3%
DY
109
Dowling & Yahnke
California
$4.08M +$81.9K +4,338 +2%
PAS
110
Park Avenue Securities
New York
$4.07M +$464K +24,566 +13%
API
111
Advisor Partners II
California
$3.95M +$3.95M +209,033 New
BJL
112
Brighton Jones LLC
Washington
$3.9M +$429K +22,710 +12%
B
113
Bridgeworth
Alabama
$3.79M -$174K -9,219 -4%
CL
114
CPWM LLC
Washington
$3.67M +$966K +51,158 +36%
NEWAS
115
N.E.W. Advisory Services
Wisconsin
$3.62M +$174K +9,194 +5%
SHFA
116
SC&H Financial Advisors
Maryland
$3.53M -$48.2K -2,551 -1%
KAM
117
KEB Asset Management
Illinois
$3.3M +$761K +40,286 +30%
TB
118
Treynor Bancshares
Iowa
$3.25M +$7.78K +412 +0.2%
SDH
119
Sloy Dahl & Holst
Washington
$3.25M +$171K +9,051 +6%
MG
120
MilWealth Group
Wisconsin
$3.25M +$153K +8,105 +5%
MRWM
121
ML&R Wealth Management
Texas
$3.19M +$102K +5,386 +3%
IAG
122
Investment Advisory Group
Massachusetts
$3.14M +$135K +7,154 +5%
MHB
123
Midwest Heritage Bank
Iowa
$2.82M -$329K -17,440 -10%
FTUS
124
Flow Traders U.S.
New York
$2.8M -$20.6M -1,089,813 -88%
CAM
125
Cresset Asset Management
Illinois
$2.8M -$147K -7,756 -5%
3 4
5
6 7