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Dimensional World ex US Core Equity 2 ETF

315 hedge funds and large institutions have $3.07B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 145 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-7
Holders Change %
-2.17%
% of All Funds
5.45%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
1.05%
New
22
Increased
145
Reduced
89
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
151
Willow Creek Wealth Management
California
$1.77M +$22K +1,166 +1%
PWA
152
Physician Wealth Advisors
Utah
$1.73M +$16.4K +826 +1%
DAS
153
Dynamic Advisor Solutions
Arizona
$1.73M +$67.7K +3,582 +4%
MWM
154
Merriman Wealth Management
Washington
$1.71M +$93.1K +4,929 +6%
Renaissance Technologies
155
Renaissance Technologies
New York
$1.71M +$835K +44,200 +95%
AWA
156
Aquire Wealth Advisors
Utah
$1.55M +$18.6K +984 +1%
CMBA
157
C.M. Bidwell & Associates
Hawaii
$1.53M +$627K +33,199 +69%
MA
158
Mutual Advisors
Nebraska
$1.46M +$242K +12,811 +20%
IA
159
IFP Advisors
Florida
$1.44M +$478K +17,476 +50%
SIAG
160
Safeguard Investment Advisory Group
California
$1.37M -$79.7K -4,220 -6%
CWS
161
Confluence Wealth Services
Pennsylvania
$1.37M +$1.37M +72,355 New
WWP
162
Waypoint Wealth Partners
California
$1.35M
MCM
163
MAI Capital Management
Ohio
$1.34M
WFA
164
Wipfli Financial Advisors
Wisconsin
$1.33M +$373K +19,755 +39%
GCA
165
Gradient Capital Advisors
California
$1.32M +$302K +16,010 +30%
GAM
166
Gould Asset Management
California
$1.3M +$789K +41,775 +155%
Morgan Stanley
167
Morgan Stanley
New York
$1.28M +$55.1K +2,917 +4%
RFC
168
Regions Financial Corp
Alabama
$1.25M
TFA
169
Tranquilli Financial Advisor
New Jersey
$1.24M +$695K +36,815 +127%
CIAS
170
CFS Investment Advisory Services
New Jersey
$1.23M +$1.09M +1,092,593 +815%
CA
171
Cetera Advisors
Colorado
$1.17M -$7.09K -375 -0.6%
AWS
172
Atria Wealth Solutions
New York
$1.16M +$1.16M +61,344 New
BAM
173
Belpointe Asset Management
Nevada
$1.15M +$642 +34 +0.1%
EWA
174
EverSource Wealth Advisors
Alabama
$1.14M -$145K -7,702 -11%
GRP
175
Global Retirement Partners
California
$1.11M -$16K -813 -1%