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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

481 hedge funds and large institutions have $5.74B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 162 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.96%
Holding in Top 10
73
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
36
Increased
186
Reduced
162
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$300M
2
FMI
Factory Mutual Insurance
Massachusetts
$52.3M
3
AF
Allworth Financial
California
$124M
4
GWWM
Great Waters Wealth Management
Minnesota
$105M
5
AL
Aspiriant LLC
California
$19.9M

Top Sellers

1
Jane Street
Jane Street
New York
$40.3M
2
RA
RFG Advisory
Alabama
$96.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.4K
4
CFA
Capstone Financial Advisors
Illinois
$60.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
126
Warwick Investment Management
Texas
$7.5M +$6.51K +241 +0.1%
PWM
127
PBMares Wealth Management
Virginia
$7.44M -$244K -9,029 -3%
HNWA
128
Henrickson Nauta Wealth Advisors
Michigan
$7.37M – – –
VBA
129
von Borstel & Associates
Oregon
$7.1M +$7.1M +262,930 New
MG
130
MilWealth Group
Wisconsin
$7.08M +$5.29K +196 +0.1%
HWM
131
Hassell Wealth Management
Louisiana
$6.85M -$56.9K -2,207 -0.8%
FWM
132
FMB Wealth Management
California
$6.84M +$579K +21,439 +9%
PFM
133
Phillips Financial Management
Indiana
$6.83M -$116K -4,280 -2%
Betterment LLC
134
Betterment LLC
New York
$6.73M +$254K +9,418 +4%
PCM
135
Peirce Capital Management
Texas
$6.72M -$116K -4,284 -2%
MCA
136
Magnolia Capital Advisors
Mississippi
$6.55M -$884K -32,718 -12%
DWA
137
Delap Wealth Advisory
Oregon
$6.52M -$6.54M -242,012 -50%
MG
138
Mather Group
Illinois
$6.02M -$1.03M -38,313 -15%
BAM
139
Bayshore Asset Management
Florida
$6.01M -$408K -15,102 -6%
DPW
140
DiNuzzo Private Wealth
Pennsylvania
$5.81M -$78K -2,888 -1%
WANY
141
Wealthspire Advisors (New York)
New York
$5.74M +$5.74M +212,518 New
PAS
142
Park Avenue Securities
New York
$5.73M -$476K -17,615 -8%
TFA
143
Tranquilli Financial Advisor
New Jersey
$5.72M -$28K -1,035 -0.5%
RC
144
RBF Capital
California
$5.71M – – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$5.69M +$1.69M +62,456 +42%
SHFA
146
SC&H Financial Advisors
Maryland
$5.68M +$142K +5,244 +3%
IAN
147
Integrated Advisors Network
Texas
$5.51M +$202K +7,481 +4%
AC
148
AWM Capital
Arizona
$5.41M +$50.7K +1,878 +0.9%
RCI
149
RS Crum Inc
California
$4.87M +$22.8K +844 +0.5%
IAG
150
Investment Advisory Group
Massachusetts
$4.81M -$176K -6,524 -4%
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