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Dimensional World ex US Core Equity 2 ETF

368 hedge funds and large institutions have $4.02B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+53
Holders Change %
+16.83%
% of All Funds
5.94%
Holding in Top 10
79
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+29.51%
% of All Funds
1.27%
New
79
Increased
131
Reduced
113
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHB
151
Midwest Heritage Bank
Iowa
$2.68M -$542K -25,097 -17%
TFA
152
Tranquilli Financial Advisor
New Jersey
$2.66M +$1.24M +57,437 +87%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$2.65M -$412K -19,084 -13%
HG
154
Harbor Group
New Hampshire
$2.63M -$90.3K -4,180 -3%
VCM
155
Versant Capital Management
Arizona
$2.61M +$3.5K +162 +0.1%
WWP
156
WR Wealth Planners
Missouri
$2.59M +$107K +4,974 +4%
KAM
157
KEB Asset Management
Illinois
$2.58M -$1.2M -55,479 -32%
GAM
158
GEM Asset Management
Michigan
$2.5M +$2.5M +115,888 New
FWM
159
FMB Wealth Management
California
$2.45M +$2.45M +113,429 New
CAM
160
Clark Asset Management
New Hampshire
$2.45M +$2.45M +113,424 New
WP
161
WealthSpring Partners
California
$2.44M +$79K +3,656 +3%
AWM
162
AE Wealth Management
Kansas
$2.44M -$370K -17,136 -13%
SWA
163
Sax Wealth Advisors
New Jersey
$2.35M -$46.3K -2,143 -2%
NWM
164
Northwest Wealth Management
Iowa
$2.32M -$248K -11,502 -10%
WA
165
Wealth Architects
California
$2.3M -$166K -7,700 -7%
FTUS
166
Flow Traders U.S.
New York
$2.3M -$906K -41,935 -28%
BPA
167
Beacon Pointe Advisors
California
$2.28M +$3K +139 +0.1%
AFA
168
Alpha Financial Advisors
North Carolina
$2.26M +$2.26M +104,824 New
RWM
169
Rockwood Wealth Management
Pennsylvania
$2.21M -$221K -10,221 -9%
RIM
170
RW Investment Management
Idaho
$2.21M +$2.21M +102,205 New
PWA
171
Physician Wealth Advisors
Utah
$2.07M +$29.5K +1,259 +1%
DAS
172
Dynamic Advisor Solutions
Arizona
$2.07M +$95.1K +4,403 +5%
VWA
173
Visionary Wealth Advisors
Illinois
$2.05M +$2.05M +94,859 New
GAM
174
Gould Asset Management
California
$2.03M +$547K +25,320 +37%
MWM
175
Merriman Wealth Management
Washington
$1.92M -$41.7K -1,932 -2%