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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.5%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$38.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$72.6M
3
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
$25.1M
4
SFS
4
Sowell Financial Services
Arkansas
$16.7M
5
MWA
5
Monograph Wealth Advisors
California
$131M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$49.5M
2
Jane Street
2
Jane Street
New York
$15.4M
3
MHS
3
M Holdings Securities
Oregon
$597K
4
OMC
4
Old Mission Capital
Illinois
$2.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
151
Beacon Pointe Advisors
California
$4.02M +$453K +17,810 +13%
GAM
152
Gould Asset Management
California
$4.01M +$369K +14,502 +10%
MRWM
153
ML&R Wealth Management
Texas
$3.97M -$484K -19,033 -11%
CA
154
CGN Advisors
Kansas
$3.91M +$26.1K +1,027 +0.7%
EFA
155
Evernest Financial Advisors
Indiana
$3.86M -$348K -14,140 -8%
SWG
156
Summit Wealth Group
Vermont
$3.72M -$15.4K -607 -0.4%
CPA
157
Capital Performance Advisors
California
$3.58M +$51 +2 +0%
EWA
158
Exencial Wealth Advisors
Oklahoma
$3.52M +$753K +29,617 +27%
CWP
159
Concord Wealth Partners
Virginia
$3.43M +$116K +4,546 +3%
GAM
160
GEM Asset Management
Michigan
$3.36M +$83.4K +3,387 +3%
BP
161
Ballentine Partners
Massachusetts
$3.22M – – –
CP
162
Canopy Partners
Ohio
$3.18M +$2.85M +111,853 +843%
LWA
163
Lantern Wealth Advisors
New York
$3.08M +$147K +5,770 +5%
Morgan Stanley
164
Morgan Stanley
New York
$3.06M -$2.94M -115,549 -49%
HA
165
Herold Advisors
New York
$3.06M +$119K +4,680 +4%
VWA
166
Visionary Wealth Advisors
Illinois
$3.03M +$23.6K +927 +0.8%
HG
167
Harbor Group
New Hampshire
$3M -$103K -4,064 -3%
VCM
168
Versant Capital Management
Arizona
$2.98M -$53.1K -2,086 -2%
KAM
169
KEB Asset Management
Illinois
$2.9M -$45.1K -1,772 -2%
Stifel Financial
170
Stifel Financial
Missouri
$2.89M +$13.2K +519 +0.5%
KAM
171
Kraft Asset Management
Tennessee
$2.83M -$77.9K -3,063 -3%
RWM
172
Rockwood Wealth Management
Pennsylvania
$2.77M -$18.3K -720 -0.7%
FWP
173
Firethorn Wealth Partners
Georgia
$2.76M -$1.06M -41,541 -28%
WA
174
Wealth Architects
California
$2.74M -$15K -590 -0.5%
GCA
175
Gradient Capital Advisors
California
$2.72M +$307K +12,054 +13%
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