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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

217 hedge funds and large institutions have $2.01B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 217 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+216
Holders Change %
+21,600%
% of All Funds
3.81%
Holding in Top 10
23
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+2,200%
% of All Funds
0.4%
New
217
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
$278M
2
GT
Glenmede Trust
Pennsylvania
$152M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$132M
4
PL
Plancorp LLC
Missouri
$112M
5
LPL Financial
LPL Financial
California
$110M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
151
Oakwell Private Wealth Management
Texas
$366K +$366K +14,160 New
SFG
152
Sage Financial Group
Pennsylvania
$365K +$365K +14,103 New
MCM
153
Maple Capital Management
Vermont
$345K +$345K +13,338 New
FG
154
Foster Group
Iowa
$332K +$332K +12,845 New
Fidelity Investments
155
Fidelity Investments
Massachusetts
$329K +$329K +12,700 New
RF
156
RHS Financial
California
$327K +$327K +12,636 New
USCWA
157
U.S. Capital Wealth Advisors
Texas
$325K +$325K +12,559 New
W
158
WealthOne
New York
$321K +$321K +12,418 New
KA
159
Kovack Advisors
Florida
$311K +$311K +12,020 New
YAL
160
Your Advocates Ltd
Texas
$304K +$304K +11,731 New
C
161
Certuity
Florida
$302K +$302K +11,671 New
SS
162
Simplicity Solutions
Minnesota
$296K +$296K +11,438 New
Lido Advisors
163
Lido Advisors
California
$292K +$292K +11,289 New
IF
164
Ironwood Financial
Arizona
$288K +$288K +11,132 New
AFS
165
Annapolis Financial Services
Maryland
$286K +$286K +11,043 New
SSWM
166
Sheets Smith Wealth Management
North Carolina
$251K +$251K +9,717 New
MSFS
167
Main Street Financial Solutions
Pennsylvania
$250K +$250K +9,651 New
MAM
168
McLean Asset Management
Virginia
$249K +$249K +9,334 New
HWA
169
Heritage Wealth Advisors
Virginia
$249K +$249K +9,610 New
PCIA
170
Prime Capital Investment Advisors
Kansas
$247K +$247K +9,560 New
UWM
171
USAdvisors Wealth Management
Minnesota
$228K +$228K +8,804 New
HI
172
Harbour Investments
Wisconsin
$227K +$227K +8,763 New
MJRIC
173
Mogy Joel R Investment Counsel
California
$219K +$219K +8,468 New
RJT
174
Raymond James Trust
Florida
$204K +$204K +7,877 New
BWM
175
BT Wealth Management
Georgia
$202K +$202K +7,815 New
5 6
7
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