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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

481 hedge funds and large institutions have $5.74B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 162 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.96%
Holding in Top 10
73
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
36
Increased
186
Reduced
162
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$300M
2
FMI
Factory Mutual Insurance
Massachusetts
$52.3M
3
AF
Allworth Financial
California
$124M
4
GWWM
Great Waters Wealth Management
Minnesota
$105M
5
AL
Aspiriant LLC
California
$19.9M

Top Sellers

1
Jane Street
Jane Street
New York
$40.3M
2
RA
RFG Advisory
Alabama
$96.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.4K
4
CFA
Capstone Financial Advisors
Illinois
$60.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFA
151
Evernest Financial Advisors
Indiana
$4.78M +$195K +7,222 +4%
GAM
152
Gould Asset Management
California
$4.7M +$342K +12,652 +8%
RIP
153
RAM Investment Partners
Washington
$4.55M -$38.2K -1,414 -0.8%
THL
154
Tillman Hartley LLC
Colorado
$4.4M – – –
CA
155
CGN Advisors
Kansas
$4.39M +$107K +3,976 +3%
CP
156
Canopy Partners
Ohio
$4.36M +$195K +7,214 +5%
HWMT
157
Heritage Wealth Management (Texas)
Texas
$4.21M -$285K -10,544 -6%
SWG
158
Summit Wealth Group
Vermont
$3.95M -$4.92K -182 -0.1%
GAM
159
GEM Asset Management
Michigan
$3.95M +$139K +5,149 +4%
DWM
160
Dopkins Wealth Management
New York
$3.93M -$2.36M -87,256 -37%
CPA
161
Capital Performance Advisors
California
$3.8M +$324 +12 +0%
CWP
162
Concord Wealth Partners
Virginia
$3.76M +$8.56K +317 +0.2%
CWP
163
Cyndeo Wealth Partners
Florida
$3.71M +$1.44M +53,461 +64%
BP
164
Ballentine Partners
Massachusetts
$3.42M – – –
TB
165
Treynor Bancshares
Iowa
$3.31M +$1.3M +48,017 +65%
HA
166
Herold Advisors
New York
$3.3M +$14.3K +530 +0.4%
MML Investors Services
167
MML Investors Services
Massachusetts
$3.3M -$3.6M -133,176 -52%
VWA
168
Visionary Wealth Advisors
Illinois
$3.25M +$32.4K +1,199 +1%
EFG
169
Elios Financial Group
Ohio
$3.23M +$3.23M +119,434 New
HG
170
Harbor Group
New Hampshire
$3.21M +$15.9K +588 +0.5%
VCM
171
Versant Capital Management
Arizona
$3.19M +$3.7K +137 +0.1%
GCA
172
Gradient Capital Advisors
California
$3.1M +$115K +4,268 +4%
KAM
173
KEB Asset Management
Illinois
$3.05M -$189 -7 -0%
KAM
174
Kraft Asset Management
Tennessee
$3.03M +$22K +816 +0.7%
Stifel Financial
175
Stifel Financial
Missouri
$3M -$9.4K -348 -0.3%
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