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Dimensional World ex US Core Equity 2 ETF

377 hedge funds and large institutions have $4.06B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
6.03%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.3%
New
31
Increased
158
Reduced
126
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
B
126
Bridgeworth
Alabama
$4.66M -$24.4K -1,060 -0.5%
RIP
127
RAM Investment Partners
Washington
$4.62M -$99K -4,291 -2%
FWP
128
Firethorn Wealth Partners
Georgia
$4.46M +$575K +24,541 +15%
IAN
129
Integrated Advisors Network
Texas
$4.39M -$481K -20,860 -10%
SHFA
130
SC&H Financial Advisors
Maryland
$4.25M -$71.2K -3,086 -2%
DWM
131
Dopkins Wealth Management
New York
$4.16M -$1.77M -76,707 -30%
MRWM
132
ML&R Wealth Management
Texas
$3.97M +$36.4K +1,577 +0.9%
TB
133
Treynor Bancshares
Iowa
$3.89M -$68.1K -2,951 -2%
AWM
134
AE Wealth Management
Kansas
$3.84M +$1.23M +53,520 +47%
THL
135
Tillman Hartley LLC
Colorado
$3.77M
IAG
136
Investment Advisory Group
Massachusetts
$3.66M -$234K -10,158 -6%
HWMT
137
Heritage Wealth Management (Texas)
Texas
$3.56M -$35.6K -1,545 -1%
TFA
138
Tranquilli Financial Advisor
New Jersey
$3.36M +$521K +22,592 +18%
MAM
139
McCarthy Asset Management
California
$3.33M -$4.36K -189 -0.1%
CPA
140
Capital Performance Advisors
California
$3.26M +$5.05K +219 +0.2%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$3.18M +$90.6K +3,929 +3%
IFS
142
Intelligent Financial Strategies
Minnesota
$3.06M -$1.9M -82,586 -38%
FWM
143
FMB Wealth Management
California
$3.04M +$429K +18,593 +16%
BP
144
Ballentine Partners
Massachusetts
$2.92M +$369 +16 +0%
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$2.91M +$1.95M +84,450 +202%
RCAG
146
Rehmann Capital Advisory Group
Michigan
$2.88M +$52K +2,257 +2%
BPA
147
Beacon Pointe Advisors
California
$2.86M +$430K +18,633 +18%
HG
148
Harbor Group
New Hampshire
$2.78M -$26.5K -1,147 -0.9%
GAM
149
GEM Asset Management
Michigan
$2.77M +$101K +4,398 +4%
KAM
150
KEB Asset Management
Illinois
$2.73M -$20.1K -871 -0.7%