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Dimensional World ex US Core Equity 2 ETF

557 hedge funds and large institutions have $6.2B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 213 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

7% more capital invested

Capital invested by funds: $5.78B → $6.2B (+$417M)

4% more funds holding

Funds holding: 536557 (+21)

3% more funds holding in top 10

Funds holding in top 10: 8790 (+3)

10% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 194

0.67% less ownership

Funds ownership: 82.11%81.44% (-0.67%)

Holders
557
Holders Change
+21
Holders Change %
+3.92%
% of All Funds
7.47%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.21%
New
57
Increased
213
Reduced
194
Closed
24
Calls
$178K
Puts
Net Calls
+$178K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
126
Andrews Lucia Wealth Management
California
$9.03M -$382K -14,727 -4%
FFA
127
Farther Finance Advisors
California
$9M +$8.77M +337,670 +7,464%
FCG
128
Financial Connections Group
California
$8.97M -$691K -26,634 -7%
FMWA
129
Forvis Mazars Wealth Advisors
Missouri
$8.93M -$4.43M -170,573 -33%
HWM
130
Hemington Wealth Management
Virginia
$8.92M -$97.4K -3,750 -1%
LOPW
131
Live Oak Private Wealth
North Carolina
$8.59M +$1.18M +45,410 +16%
SIC
132
SJS Investment Consulting
Ohio
$8.52M -$149K -5,729 -2%
PWIA
133
Porter White Investment Advisors
Alabama
$8.47M +$407K +15,691 +5%
CFGA
134
Cambridge Financial Group (Arizona)
Arizona
$8.39M +$19.8K +762 +0.2%
MFT
135
Moisand Fitzgerald Tamayo
Florida
$8.16M -$116K -4,487 -1%
BDWCC
136
B&D White Capital Company
Texas
$8.14M +$8.07M +310,840 New
Mariner
137
Mariner
Kansas
$8.14M -$307K -11,809 -4%
HWMG
138
Hurlow Wealth Management Group
Indiana
$8.14M +$220K +8,473 +3%
CCM
139
Cloud Capital Management
Washington
$8.11M +$8.03M +309,424 New
FNBSF
140
First National Bank Sioux Falls
South Dakota
$8.08M -$107K -4,124 -1%
WCWM
141
Willow Creek Wealth Management
California
$7.95M +$45.6K +1,757 +0.6%
Betterment LLC
142
Betterment LLC
New York
$7.72M +$92.7K +3,570 +1%
EIA
143
Eldridge Investment Advisors
New Hampshire
$7.48M +$111K +4,270 +2%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$7.12M -$361K -13,922 -5%
SWA
145
Sax Wealth Advisors
New Jersey
$7.11M -$77K -2,966 -1%
MCA
146
Magnolia Capital Advisors
Mississippi
$7.09M -$108K -4,150 -2%
PWM
147
PBMares Wealth Management
Virginia
$6.95M -$694K -26,730 -9%
WIM
148
Warwick Investment Management
Texas
$6.48M -$615K -23,674 -9%
CWMA
149
Capstone Wealth Management (Alabama)
Alabama
$6.46M +$46.3K +1,783 +0.7%
PCM
150
Peirce Capital Management
Texas
$6.41M -$65.6K -2,526 -1%