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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

377 hedge funds and large institutions have $4.06B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
6.03%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.3%
New
31
Increased
158
Reduced
126
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Prosperity Capital Advisors
Ohio
$63.8M
2
DWP
Destiny Wealth Partners
Florida
$17.3M
3
HighTower Advisors
HighTower Advisors
Illinois
$27.6M
4
GA
Greenspring Advisors
Maryland
$56M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$43.4M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$79M
2
Jane Street
Jane Street
New York
$45.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
4
LNC
Lincoln National Corp
Pennsylvania
$460K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Versant Capital Management
Arizona
$2.73M -$59.6K -2,586 -2%
WP
152
WealthSpring Partners
California
$2.68M +$74.6K +3,234 +3%
VWA
153
Visionary Wealth Advisors
Illinois
$2.63M +$446K +19,325 +20%
CAM
154
Clark Asset Management
New Hampshire
$2.62M +$3.83K +166 +0.1%
WA
155
Wealth Architects
California
$2.59M +$134K +5,792 +5%
RWM
156
Rockwood Wealth Management
Pennsylvania
$2.56M +$197K +8,540 +8%
KAM
157
Kraft Asset Management
Tennessee
$2.54M -$546K -23,680 -18%
WWM
158
Western Wealth Management
Colorado
$2.5M +$520K +22,540 +26%
CAM
159
Cresset Asset Management
Illinois
$2.47M -$540K -23,416 -18%
GAM
160
Gould Asset Management
California
$2.39M +$224K +9,695 +10%
RIM
161
RW Investment Management
Idaho
$2.35M -$2.05K -89 -0.1%
CA
162
CGN Advisors
Kansas
$2.35M +$552K +23,950 +31%
NWM
163
Northwest Wealth Management
Iowa
$2.33M -$142K -6,139 -6%
AA
164
Ancora Advisors
Ohio
$2.31M +$2.31M +100,348 New
W
165
WPWealth
Texas
$2.21M +$290K +12,586 +15%
AFA
166
Alpha Financial Advisors
North Carolina
$2.19M -$232K -10,067 -10%
AWS
167
Atria Wealth Solutions
New York
$2.1M +$626K +27,145 +43%
PWA
168
Physician Wealth Advisors
Utah
$2.08M +$1.31K +56 +0.1%
CMBA
169
C.M. Bidwell & Associates
Hawaii
$2.06M +$81K +3,511 +4%
GCA
170
Gradient Capital Advisors
California
$2.03M +$156K +6,761 +8%
SWA
171
Sax Wealth Advisors
New Jersey
$2.01M -$502K -21,760 -20%
MWM
172
Merriman Wealth Management
Washington
$1.97M -$70.9K -3,075 -3%
CFO
173
CVA Family Office
Colorado
$1.97M -$70.9K -3,075 -3%
MA
174
Mutual Advisors
Nebraska
$1.9M +$148K +6,434 +8%
GRP
175
Global Retirement Partners
California
$1.9M +$300K +12,927 +19%
5 6
7
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