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Dimensional World ex US Core Equity 2 ETF

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
101
Modera Wealth Management
New Jersey
$12.8M +$194K +7,789 +2%
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$12.7M -$700K -28,141 -5%
RWM
103
Ruedi Wealth Management
Illinois
$11.8M +$372K +14,950 +3%
NRWA
104
North Ridge Wealth Advisors
Oregon
$11.7M +$216K +8,681 +2%
LFA
105
Lauterbach Financial Advisors
Texas
$11.5M -$11.8K -474 -0.1%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$11.2M +$11.2M +451,082 New
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$11.1M -$95.7K -3,850 -0.9%
OMC
108
Old Mission Capital
Illinois
$10.7M +$2.21M +89,046 +26%
ALWM
109
Andrews Lucia Wealth Management
California
$10.2M +$26.8K +993 +0.3%
Creative Planning
110
Creative Planning
Kansas
$10.1M -$64.9K -2,610 -0.6%
ATI
111
ARK & TLK Investments
Oklahoma
$9.96M -$9.1K -366 -0.1%
EH
112
Equitable Holdings
New York
$9.87M +$151K +6,086 +2%
SOAG
113
Silver Oak Advisory Group
Oregon
$9.86M +$35K +1,408 +0.4%
TI
114
Truepoint Inc
Ohio
$9.85M +$417K +16,757 +4%
RSWM
115
Robertson Stephens Wealth Management
California
$9.83M -$73.4K -2,953 -0.7%
Osaic Holdings
116
Osaic Holdings
Arizona
$9.73M +$1.92M +77,316 +25%
TCOTS
117
Trust Company of the South
North Carolina
$9.7M +$117K +4,698 +1%
EFL
118
ERn Financial LLC
Wisconsin
$9.54M +$30.7K +1,233 +0.3%
VBA
119
von Borstel & Associates
Oregon
$9.52M +$2.99M +120,195 +46%
CF
120
Conquis Financial
California
$9.49M +$9.49M +381,633 New
SIS
121
Strategic Investment Solutions
Illinois
$9.47M +$174K +7,030 +2%
AIS
122
American Investment Services
Massachusetts
$9.38M -$377K -15,176 -4%
PFA
123
Pure Financial Advisors
California
$9.26M +$272K +10,954 +3%
FCG
124
Financial Connections Group
California
$9.17M -$265K -10,641 -3%
IWC
125
Integrated Wealth Concepts
Massachusetts
$8.75M -$743K -29,873 -8%