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Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.44%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
151
Physician Wealth Advisors
Utah
$1.91M +$4.51K +204 +0.2%
DAS
152
Dynamic Advisor Solutions
Arizona
$1.88M +$1.88M +87,841 New
MWM
153
Merriman Wealth Management
Washington
$1.84M -$200K -9,344 -10%
AWA
154
Aquire Wealth Advisors
Utah
$1.74M -$277K -12,905 -14%
WWP
155
Waypoint Wealth Partners
California
$1.53M
MCM
156
MAI Capital Management
Ohio
$1.52M -$90.7K -4,231 -6%
EWA
157
EverSource Wealth Advisors
Alabama
$1.46M +$412K +19,237 +39%
RFC
158
Regions Financial Corp
Alabama
$1.42M
Morgan Stanley
159
Morgan Stanley
New York
$1.39M +$1.29M +60,218 +1,253%
MA
160
Mutual Advisors
Nebraska
$1.38M +$928K +43,296 +207%
CA
161
Cetera Advisors
Colorado
$1.34M -$67.2K -3,136 -5%
BAM
162
Belpointe Asset Management
Nevada
$1.3M +$630K +29,402 +94%
WA
163
Wealthstream Advisors
New York
$1.25M -$359K -16,743 -22%
AAS
164
Ameritas Advisory Services
Nebraska
$1.25M +$26.6K +1,239 +2%
LSA
165
Lansing Street Advisors
Pennsylvania
$1.24M
GRP
166
Global Retirement Partners
California
$1.22M +$45.2K +2,107 +4%
ZF
167
Zhang Financial
Michigan
$1.18M +$1.18M +54,971 New
SWM
168
Sanctuary Wealth Management
Idaho
$1.17M +$1.17M +54,664 New
CA
169
CGN Advisors
Kansas
$1.17M +$506K +23,576 +77%
GCA
170
Gradient Capital Advisors
California
$1.15M +$75.2K +3,506 +7%
SFS
171
Security Financial Services
Indiana
$1.14M -$33.8K -1,575 -3%
WFA
172
Wipfli Financial Advisors
Wisconsin
$1.09M -$63.6K -2,968 -6%
SDWIA
173
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.08M -$7.67K -358 -0.7%
SWG
174
Summit Wealth Group
Vermont
$1.07M +$11.6K +541 +1%
UI
175
Unconventional Investor
New Hampshire
$1.05M