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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
2
GeoWealth Management
Illinois
$68.4M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
4
BetterWealth
California
$43.6M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
126
Truist Financial
North Carolina
$8.73M +$51K +2,050 +0.6%
HWM
127
Hemington Wealth Management
Virginia
$8.56M -$50.5K -2,030 -0.6%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$8.3M +$319K +12,845 +4%
SIC
129
SJS Investment Consulting
Ohio
$8.23M -$51.5K -2,070 -0.6%
Mariner
130
Mariner
Kansas
$8.02M +$37.9K +1,524 +0.5%
MFT
131
Moisand Fitzgerald Tamayo
Florida
$7.86M -$168K -6,752 -2%
FNBSF
132
First National Bank Sioux Falls
South Dakota
$7.77M – – –
FWM
133
FMB Wealth Management
California
$7.75M +$1.46M +58,729 +23%
PWIA
134
Porter White Investment Advisors
Alabama
$7.65M +$105K +4,210 +1%
HWMG
135
Hurlow Wealth Management Group
Indiana
$7.51M +$379K +15,253 +5%
WCWM
136
Willow Creek Wealth Management
California
$7.5M +$74.6K +3,001 +1%
PWM
137
PBMares Wealth Management
Virginia
$7.26M +$419K +16,837 +6%
Betterment LLC
138
Betterment LLC
New York
$7.23M +$1.04M +41,763 +17%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$7.1M -$141K -5,684 -2%
LOPW
140
Live Oak Private Wealth
North Carolina
$7.02M +$95.2K +3,828 +1%
EIA
141
Eldridge Investment Advisors
New Hampshire
$6.99M -$500K -20,121 -7%
MCA
142
Magnolia Capital Advisors
Mississippi
$6.83M +$802K +32,246 +13%
SWA
143
Sax Wealth Advisors
New Jersey
$6.82M -$276K -11,089 -4%
HWM
144
Hassell Wealth Management
Louisiana
$6.77M +$2.27K +89 +0%
HNWA
145
Henrickson Nauta Wealth Advisors
Michigan
$6.75M -$28.5K -1,146 -0.4%
WIM
146
Warwick Investment Management
Texas
$6.73M -$166K -6,671 -2%
PCM
147
Peirce Capital Management
Texas
$6.15M -$35.8K -1,440 -0.6%
CWMA
148
Capstone Wealth Management (Alabama)
Alabama
$6.09M +$6.09M +244,959 New
DWA
149
Delap Wealth Advisory
Oregon
$5.69M -$311K -12,495 -5%
DWM
150
Dopkins Wealth Management
New York
$5.62M +$2.01M +80,707 +55%
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6
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