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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

469 hedge funds and large institutions have $5.43B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 165 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
6.82%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
43
Increased
171
Reduced
165
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$73.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$26.7M
3
GWA
3
Geometric Wealth Advisors
District of Columbia
$186M
4
SFA
4
Sequoia Financial Advisors
Ohio
$19.9M
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$21.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$247M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$138M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$286M
4
FFM
4
Forum Financial Management
Illinois
$33M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIP
151
RAM Investment Partners
Washington
$4.31M -$149K -5,859 -3%
EFA
152
Evernest Financial Advisors
Indiana
$4.31M +$330K +12,989 +8%
HWMT
153
Heritage Wealth Management (Texas)
Texas
$4.23M +$40.6K +1,597 +1%
THL
154
Tillman Hartley LLC
Colorado
$4.14M – – –
GAM
155
Gould Asset Management
California
$4.1M +$95.7K +3,763 +2%
CA
156
CGN Advisors
Kansas
$4.03M +$121K +4,765 +3%
CP
157
Canopy Partners
Ohio
$3.92M +$739K +29,077 +23%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$3.77M +$2.07M +81,274 +122%
SWG
159
Summit Wealth Group
Vermont
$3.72M +$3.86K +152 +0.1%
GAM
160
GEM Asset Management
Michigan
$3.59M +$123K +4,826 +4%
CPA
161
Capital Performance Advisors
California
$3.57M -$5.75K -226 -0.2%
CWP
162
Concord Wealth Partners
Virginia
$3.53M +$102K +4,031 +3%
BP
163
Ballentine Partners
Massachusetts
$3.22M – – –
LWA
164
Lantern Wealth Advisors
New York
$3.09M +$13.4K +526 +0.4%
HA
165
Herold Advisors
New York
$3.09M +$41.1K +1,616 +1%
VWA
166
Visionary Wealth Advisors
Illinois
$3.03M +$4.55K +179 +0.2%
HG
167
Harbor Group
New Hampshire
$3M +$5.77K +227 +0.2%
VCM
168
Versant Capital Management
Arizona
$3M +$16.1K +635 +0.5%
KAM
169
KEB Asset Management
Illinois
$2.87M -$33.4K -1,313 -1%
Stifel Financial
170
Stifel Financial
Missouri
$2.84M -$48.1K -1,894 -2%
KAM
171
Kraft Asset Management
Tennessee
$2.83M +$5.31K +209 +0.2%
GCA
172
Gradient Capital Advisors
California
$2.81M +$92.4K +3,633 +3%
RWM
173
Rockwood Wealth Management
Pennsylvania
$2.77M – – –
W
174
WPWealth
Texas
$2.73M +$69.9K +2,751 +3%
Morgan Stanley
175
Morgan Stanley
New York
$2.63M -$426K -16,750 -14%
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