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Dimensional World ex US Core Equity 2 ETF

396 hedge funds and large institutions have $4.67B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 178 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+5
Holders Change %
+1.28%
% of All Funds
6.31%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
1.23%
New
28
Increased
178
Reduced
131
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
101
Mariner
Kansas
$7.7M +$7.86K +349 +0.1%
PFM
102
Phillips Financial Management
Indiana
$7.6M +$276K +12,269 +4%
MFT
103
Moisand Fitzgerald Tamayo
Florida
$7.57M -$324K -14,394 -4%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$7.45M +$2.15M +95,316 +40%
CWS
105
Confluence Wealth Services
Pennsylvania
$7.36M +$944K +41,922 +15%
PWIA
106
Porter White Investment Advisors
Alabama
$7.16M +$58.1K +2,579 +0.8%
FNBSF
107
First National Bank Sioux Falls
South Dakota
$7.05M
Truist Financial
108
Truist Financial
North Carolina
$6.97M -$54.2K -2,408 -0.8%
WIM
109
Warwick Investment Management
Texas
$6.97M -$181K -8,041 -3%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$6.94M -$5.83K -259 -0.1%
BAG
111
Briggs Advisory Group
Rhode Island
$6.9M +$291K +12,938 +4%
EIA
112
Eldridge Investment Advisors
New Hampshire
$6.82M +$208K +9,226 +3%
EH
113
Equitable Holdings
New York
$6.79M -$56.2K -2,497 -0.8%
Creative Planning
114
Creative Planning
Kansas
$6.75M -$60.8K -2,701 -0.9%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$6.67M +$365K +16,217 +6%
Stifel Financial
116
Stifel Financial
Missouri
$6.53M +$495 +22 +0%
PWM
117
PBMares Wealth Management
Virginia
$6.43M -$173K -7,672 -3%
AL
118
Aspiriant LLC
California
$6.33M
Citadel Advisors
119
Citadel Advisors
Florida
$6.29M +$4.08M +181,056 +185%
WCWM
120
Willow Creek Wealth Management
California
$6.27M +$65.1K +2,892 +1%
HWMG
121
Hurlow Wealth Management Group
Indiana
$6.23M -$36.1K -1,604 -0.6%
HNWA
122
Henrickson Nauta Wealth Advisors
Michigan
$6.2M -$58.5K -2,599 -0.9%
HWM
123
Hassell Wealth Management
Louisiana
$6.08M -$134K -6,195 -2%
BAM
124
Bayshore Asset Management
Florida
$5.95M +$29K +1,286 +0.5%
NEWAS
125
N.E.W. Advisory Services
Wisconsin
$5.68M +$740K +32,840 +15%