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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.43B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 165 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
6.82%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
43
Increased
171
Reduced
165
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
126
Sax Wealth Advisors
New Jersey
$7.08M +$5.09M +200,288 +256%
WIM
127
Warwick Investment Management
Texas
$7.05M +$347K +13,662 +5%
MCA
128
Magnolia Capital Advisors
Mississippi
$6.99M +$122K +4,787 +2%
LOPW
129
Live Oak Private Wealth
North Carolina
$6.98M +$161K +6,335 +2%
HNWA
130
Henrickson Nauta Wealth Advisors
Michigan
$6.93M +$2.9K +114 +0%
HWM
131
Hassell Wealth Management
Louisiana
$6.86M -$6.76K -264 -0.1%
MG
132
MilWealth Group
Wisconsin
$6.66M +$166K +6,519 +3%
MG
133
Mather Group
Illinois
$6.65M -$146K -5,741 -2%
PFM
134
Phillips Financial Management
Indiana
$6.54M -$204K -8,023 -3%
MML Investors Services
135
MML Investors Services
Massachusetts
$6.49M +$503K +19,781 +8%
PCM
136
Peirce Capital Management
Texas
$6.43M +$322K +12,674 +5%
Betterment LLC
137
Betterment LLC
New York
$6.09M +$737K +28,990 +14%
BAM
138
Bayshore Asset Management
Florida
$6.04M -$209K -8,236 -3%
DWM
139
Dopkins Wealth Management
New York
$5.92M -$104K -4,072 -2%
FWM
140
FMB Wealth Management
California
$5.89M +$772K +30,386 +15%
PAS
141
Park Avenue Securities
New York
$5.84M -$817K -32,139 -12%
DPW
142
DiNuzzo Private Wealth
Pennsylvania
$5.54M -$49.9K -1,963 -0.9%
TFA
143
Tranquilli Financial Advisor
New Jersey
$5.42M +$122K +4,780 +2%
RC
144
RBF Capital
California
$5.37M -$254K -10,000 -5%
SHFA
145
SC&H Financial Advisors
Maryland
$5.21M +$180K +7,073 +4%
WWP
146
Walden Wealth Partners
Ohio
$5.17M +$22.6K +891 +0.4%
AC
147
AWM Capital
Arizona
$5.05M -$123K -4,837 -2%
IAN
148
Integrated Advisors Network
Texas
$4.99M +$7.65K +301 +0.2%
IAG
149
Investment Advisory Group
Massachusetts
$4.69M +$70.8K +2,786 +2%
RCI
150
RS Crum Inc
California
$4.56M +$388K +15,280 +9%