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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

304 hedge funds and large institutions have $3.24B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+87
Holders Change %
+40.09%
% of All Funds
4.69%
Holding in Top 10
66
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+186.96%
% of All Funds
1.02%
New
101
Increased
102
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$86.8M
2
UWPG
Ullmann Wealth Partners Group
Florida
$30.5M
3
LPL Financial
LPL Financial
California
$140M
4
CCA
Cobblestone Capital Advisors
New York
$28.6M
5
BWA
BlueSky Wealth Advisors
North Carolina
$25.7M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
$329K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$0
3
EAM
Evanson Asset Management
California
$81.8M
4
SWM
Soundmark Wealth Management
Washington
$11.2M
5
CWM
Cedar Wealth Management
California
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
126
Versant Capital Management
Arizona
$2.94M +$2.94M +112,409 New
EFL
127
ERn Financial LLC
Wisconsin
$2.73M +$444K +16,999 +19%
MWM
128
Marietta Wealth Management
Georgia
$2.68M +$25.5K +975 +1%
APA
129
American Portfolios Advisors
New York
$2.66M +$321K +12,303 +14%
MFC
130
Morris Financial Concepts
South Carolina
$2.59M +$2.59M +99,016 New
WA
131
Wealth Architects
California
$2.52M +$165K +6,339 +7%
MWM
132
Merriman Wealth Management
Washington
$2.42M +$227K +8,711 +10%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$2.41M +$1.15M +44,118 +91%
AWA
134
Aquire Wealth Advisors
Utah
$2.41M +$2.41M +92,257 New
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$2.4M +$2.4M +92,085 New
MIAN
136
Mariner Independent Advisor Network
Kansas
$2.38M +$2.38M +90,420 New
WCWM
137
Willow Creek Wealth Management
California
$2.36M +$16.3K +623 +0.7%
SWG
138
Summit Wealth Group
Vermont
$2.33M +$837K +32,037 +56%
PWA
139
Physician Wealth Advisors
Utah
$2.26M +$12.2K +464 +0.5%
CFO
140
CVA Family Office
Colorado
$2.25M +$2.25M +86,199 New
SFS
141
Security Financial Services
Indiana
$2.21M +$2.21M +84,796 New
IFS
142
Intelligent Financial Strategies
Minnesota
$2.1M +$2.1M +80,245 New
DHGWA
143
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2.05M +$2.05M +78,309 New
SIAG
144
Safeguard Investment Advisory Group
California
$2.03M -$50.7K -1,941 -2%
MCM
145
MAI Capital Management
Ohio
$1.96M +$1.04K +40 +0.1%
WWP
146
Waypoint Wealth Partners
California
$1.87M – – –
DAS
147
Dynamic Advisor Solutions
Arizona
$1.83M -$409K -15,678 -18%
RFC
148
Regions Financial Corp
Alabama
$1.73M +$1.73M +66,281 New
CA
149
Cetera Advisors
Colorado
$1.64M – – –
WA
150
Wealthstream Advisors
New York
$1.63M +$1.63M +62,491 New
4 5
6
7 8