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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.5%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$38.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$72.6M
3
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
$25.1M
4
SFS
4
Sowell Financial Services
Arkansas
$16.7M
5
MWA
5
Monograph Wealth Advisors
California
$131M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$49.5M
2
Jane Street
2
Jane Street
New York
$15.4M
3
MHS
3
M Holdings Securities
Oregon
$597K
4
OMC
4
Old Mission Capital
Illinois
$2.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
126
Warwick Investment Management
Texas
$6.71M -$1.08M -42,601 -14%
PAS
127
Park Avenue Securities
New York
$6.66M +$637K +25,052 +11%
MCA
128
Magnolia Capital Advisors
Mississippi
$6.65M +$293K +11,921 +5%
MG
129
Mather Group
Illinois
$6.52M -$2.21M -90,507 -25%
MG
130
MilWealth Group
Wisconsin
$6.5M +$107K +4,208 +2%
BAM
131
Bayshore Asset Management
Florida
$6.25M -$368K -14,478 -6%
DWA
132
Delap Wealth Advisory
Oregon
$6.17M -$2.06K -81 -0%
PCM
133
Peirce Capital Management
Texas
$6.11M -$113K -4,456 -2%
DWM
134
Dopkins Wealth Management
New York
$6.03M +$1.09M +42,671 +22%
MML Investors Services
135
MML Investors Services
Massachusetts
$5.99M +$3.56M +140,021 +147%
RC
136
RBF Capital
California
$5.63M – – –
DPW
137
DiNuzzo Private Wealth
Pennsylvania
$5.6M -$21.9K -862 -0.4%
Betterment LLC
138
Betterment LLC
New York
$5.36M +$25.9K +1,019 +0.5%
TFA
139
Tranquilli Financial Advisor
New Jersey
$5.29M +$417K +16,404 +9%
AC
140
AWM Capital
Arizona
$5.18M -$59.5K -2,339 -1%
WWP
141
Walden Wealth Partners
Ohio
$5.13M -$60.5K -2,385 -1%
FWM
142
FMB Wealth Management
California
$5.12M +$567K +22,306 +12%
SHFA
143
SC&H Financial Advisors
Maryland
$5.04M +$85.1K +3,346 +2%
IAN
144
Integrated Advisors Network
Texas
$4.99M -$21.9K -861 -0.4%
TB
145
Treynor Bancshares
Iowa
$4.64M +$715K +28,094 +18%
IAG
146
Investment Advisory Group
Massachusetts
$4.63M -$205K -8,058 -4%
RIP
147
RAM Investment Partners
Washington
$4.47M -$163K -6,414 -4%
HWMT
148
Heritage Wealth Management (Texas)
Texas
$4.19M +$78.5K +3,085 +2%
RCI
149
RS Crum Inc
California
$4.18M -$201K -7,901 -5%
THL
150
Tillman Hartley LLC
Colorado
$4.14M -$2.52K -99 -0.1%
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6
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