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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 %
MAM
126
McCarthy Asset Management
California
$3.02M +$11.4K +530 +0.4%
AP
127
Advisor Partners
California
$2.89M +$1.47M +68,727 +104%
KAM
128
KEB Asset Management
Illinois
$2.89M -$747K -34,825 -21%
CIAS
129
CFS Investment Advisory Services
New Jersey
$2.88M -$24.8M -1,155,567 -90%
GCM
130
G2 Capital Management
Ohio
$2.87M +$40.1K +1,872 +1%
KAM
131
Kraft Asset Management
Tennessee
$2.77M -$205K -9,548 -7%
HG
132
Harbor Group
New Hampshire
$2.75M +$3.73K +174 +0.1%
BP
133
Ballentine Partners
Massachusetts
$2.71M +$2.23K +104 +0.1%
LOPW
134
Live Oak Private Wealth
North Carolina
$2.69M +$2.13M +99,295 +379%
NWM
135
Northwest Wealth Management
Iowa
$2.67M +$2.67M +124,694 New
VCM
136
Versant Capital Management
Arizona
$2.57M +$22.6K +1,055 +0.9%
AWM
137
AE Wealth Management
Kansas
$2.52M +$2.52M +117,404 New
RWM
138
Rockwood Wealth Management
Pennsylvania
$2.46M +$4.87K +227 +0.2%
WWP
139
WR Wealth Planners
Missouri
$2.43M +$235K +10,939 +11%
SWA
140
Sax Wealth Advisors
New Jersey
$2.43M -$43.6K -2,033 -2%
FWP
141
Firethorn Wealth Partners
Georgia
$2.31M +$802K +36,220 +53%
APA
142
American Portfolios Advisors
New York
$2.24M -$91.8K -4,284 -4%
WA
143
Wealth Architects
California
$2.21M -$97.5K -4,547 -4%
MWM
144
Marietta Wealth Management
Georgia
$2.17M – – –
BPA
145
Beacon Pointe Advisors
California
$2.12M -$99.4K -4,637 -4%
RRCM
146
Rappaport Reiches Capital Management
Illinois
$2.06M -$2.7K -126 -0.1%
MIAN
147
Mariner Independent Advisor Network
Kansas
$2.03M -$25.3K -1,191 -1%
WCWM
148
Willow Creek Wealth Management
California
$1.99M +$64K +2,985 +3%
MFC
149
Morris Financial Concepts
South Carolina
$1.93M -$213K -9,922 -10%
SIAG
150
Safeguard Investment Advisory Group
California
$1.91M +$1.91M +76,722 New
4 5
6
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