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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MHS
M Holdings Securities
Oregon
$25.1M
2
Bank of America
Bank of America
North Carolina
$41.8M
3
OIA
OneDigital Investment Advisors
Kansas
$22.5M
4
CWS
Confluence Wealth Services
Pennsylvania
$20.2M
5
GWA
Geometric Wealth Advisors
District of Columbia
$152M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$7.05M
2
Jane Street
Jane Street
New York
$39.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$20.3M
5
LEFP
Leading Edge Financial Planning
Tennessee
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCI
151
RS Crum Inc
California
$4.2M -$630K -25,789 -13%
EFA
152
Evernest Financial Advisors
Indiana
$4.17M +$4.17M +170,862 New
AWM
153
AE Wealth Management
Kansas
$4.07M -$186K -7,739 -4%
THL
154
Tillman Hartley LLC
Colorado
$3.98M -$3.83K -157 -0.1%
HWMT
155
Heritage Wealth Management (Texas)
Texas
$3.95M +$123K +5,017 +3%
TB
156
Treynor Bancshares
Iowa
$3.77M +$32.9K +1,348 +0.9%
AWS
157
Atria Wealth Solutions
New York
$3.75M -$2.42K -99 -0.1%
CA
158
CGN Advisors
Kansas
$3.73M +$140K +5,733 +4%
FWP
159
Firethorn Wealth Partners
Georgia
$3.66M -$1.35M -55,266 -27%
SWG
160
Summit Wealth Group
Vermont
$3.58M -$53.7K -2,200 -1%
GAM
161
Gould Asset Management
California
$3.49M +$213K +8,738 +7%
CPA
162
Capital Performance Advisors
California
$3.44M +$293 +12 +0%
BPA
163
Beacon Pointe Advisors
California
$3.43M +$1.99M +81,446 +138%
GAM
164
GEM Asset Management
Michigan
$3.25M +$157K +6,445 +5%
CWP
165
Concord Wealth Partners
Virginia
$3.19M +$2.39M +97,794 +299%
BP
166
Ballentine Partners
Massachusetts
$3.09M -$24 -1 -0%
LEFP
167
Leading Edge Financial Planning
Tennessee
$3.08M -$18.8M -769,469 -86%
AA
168
Ancora Advisors
Ohio
$2.98M +$138K +5,659 +5%
HG
169
Harbor Group
New Hampshire
$2.98M +$10.2K +417 +0.3%
VCM
170
Versant Capital Management
Arizona
$2.92M +$7.55K +309 +0.3%
VWA
171
Visionary Wealth Advisors
Illinois
$2.88M +$5.91K +242 +0.2%
KAM
172
KEB Asset Management
Illinois
$2.83M -$51.9K -2,126 -2%
HA
173
Herold Advisors
New York
$2.82M +$2.82M +115,415 New
LWA
174
Lantern Wealth Advisors
New York
$2.82M +$2.82M +115,415 New
KAM
175
Kraft Asset Management
Tennessee
$2.79M -$28.5K -1,169 -1%
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