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Dimensional World ex US Core Equity 2 ETF

284 hedge funds and large institutions have $2.85B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 63 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
4.49%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.95%
New
31
Increased
136
Reduced
63
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWMA
151
Heritage Wealth Management (Arizona)
Arizona
$1.21M +$1.21M +48,582 New
RWI
152
Red Wave Investments
Pennsylvania
$1.18M -$43.7K -1,751 -4%
LPP
153
Life Planning Partners
Florida
$1.18M
Osaic Holdings
154
Osaic Holdings
Arizona
$1.17M -$20.7M -829,264 -95%
MCA
155
Magnolia Capital Advisors
Mississippi
$1.15M -$5.9M -236,484 -84%
RC
156
RBF Capital
California
$1.14M +$1.14M +45,000 New
CW
157
CreativeOne Wealth
Kansas
$1.12M -$6.56K -263 -0.6%
MFG
158
Merit Financial Group
Georgia
$1.11M +$51.4K +2,060 +5%
IA
159
IFG Advisors
Missouri
$1.1M +$1.1M +44,089 New
TIM
160
Tortoise Investment Management
New York
$1.09M
VWA
161
VERITY Wealth Advisors
United States
$1.09M
IAG
162
Investmark Advisory Group
Connecticut
$1M +$233K +9,320 +30%
IA
163
IFP Advisors
Florida
$964K +$929K +33,968 +2,675%
H
164
HoyleCohen
California
$929K
NA
165
NewEdge Advisors
Louisiana
$903K -$48.2K -1,933 -5%
APW
166
Aurora Private Wealth
New Jersey
$896K +$52.4K +2,102 +6%
FOA
167
Five Oceans Advisors
California
$875K -$35.9K -1,439 -4%
SRC
168
Sage Rhino Capital
California
$838K +$6.01K +241 +0.7%
Bank of America
169
Bank of America
North Carolina
$820K -$244K -9,782 -23%
Jane Street
170
Jane Street
New York
$816K -$3.85M -154,422 -83%
JPMPWA
171
J.P. Morgan Private Wealth Advisors
California
$806K
SC
172
Schubert & Co
Texas
$786K +$72.8K +2,917 +10%
BAM
173
Belpointe Asset Management
Nevada
$783K +$613K +24,539 +359%
IWN
174
Independent Wealth Network
Iowa
$771K
CA
175
CGN Advisors
Kansas
$768K +$96.6K +3,874 +14%