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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

396 hedge funds and large institutions have $4.67B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 178 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+5
Holders Change %
+1.28%
% of All Funds
6.31%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
1.23%
New
28
Increased
178
Reduced
131
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$152M
2
Comerica Bank
Comerica Bank
Texas
$105M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.9M
4
RSWM
Robertson Stephens Wealth Management
California
$10.6M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$54.2M

Top Sellers

1
Jane Street
Jane Street
New York
$117M
2
MHS
M Holdings Securities
Oregon
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
UWPG
Ullmann Wealth Partners Group
Florida
$426K
5
PAG
Private Advisor Group
New Jersey
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWG
151
Summit Wealth Group
Vermont
$3.36M -$10.2K -453 -0.3%
CA
152
CGN Advisors
Kansas
$3.31M -$34.8K -1,545 -1%
CPA
153
Capital Performance Advisors
California
$3.17M +$9.93K +441 +0.3%
MAM
154
McCarthy Asset Management
California
$3.17M -$134K -5,967 -4%
RCAG
155
Rehmann Capital Advisory Group
Michigan
$3.14M +$57.7K +2,562 +2%
GAM
156
Gould Asset Management
California
$3.02M +$553K +24,542 +22%
GAM
157
GEM Asset Management
Michigan
$2.85M +$33.8K +1,501 +1%
BP
158
Ballentine Partners
Massachusetts
$2.85M +$1.82K +81 +0.1%
Morgan Stanley
159
Morgan Stanley
New York
$2.77M -$183K -8,115 -6%
HG
160
Harbor Group
New Hampshire
$2.74M +$15.7K +699 +0.6%
VCM
161
Versant Capital Management
Arizona
$2.68M +$10.4K +464 +0.4%
WP
162
WealthSpring Partners
California
$2.67M +$3.65K +162 +0.1%
KAM
163
KEB Asset Management
Illinois
$2.66M +$32.2K +1,428 +1%
VWA
164
Visionary Wealth Advisors
Illinois
$2.65M +$80.7K +3,585 +3%
AA
165
Ancora Advisors
Ohio
$2.62M +$39.5K +1,752 +2%
CAM
166
Clark Asset Management
New Hampshire
$2.6M +$18.7K +829 +0.7%
KAM
167
Kraft Asset Management
Tennessee
$2.6M +$65.6K +2,915 +3%
IFS
168
Intelligent Financial Strategies
Minnesota
$2.49M -$698 -31 -0%
WA
169
Wealth Architects
California
$2.44M -$269K -11,960 -10%
WWM
170
Western Wealth Management
Colorado
$2.36M -$184K -8,184 -7%
RWM
171
Rockwood Wealth Management
Pennsylvania
$2.34M +$57.2K +2,540 +3%
NWM
172
Northwest Wealth Management
Iowa
$2.34M -$11.3K -500 -0.5%
RIM
173
RW Investment Management
Idaho
$2.32M +$32.6K +1,449 +1%
TWP
174
Total Wealth Planning
Ohio
$2.25M +$2.25M +100,114 New
CTWM
175
Cherry Tree Wealth Management
Minnesota
$2.2M +$39.9K +1,772 +2%
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