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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
2
GeoWealth Management
Illinois
$68.4M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
4
BetterWealth
California
$43.6M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Bayshore Asset Management
Florida
$5.55M +$25.2K +1,012 +0.5%
PFM
152
Phillips Financial Management
Indiana
$5.45M -$835K -33,604 -13%
MG
153
Mather Group
Illinois
$5.42M -$126K -5,049 -2%
TFA
154
Tranquilli Financial Advisor
New Jersey
$5.33M +$59.7K +2,400 +1%
IAN
155
Integrated Advisors Network
Texas
$5.32M +$256K +10,281 +5%
VPF
156
Vantage Point Financial
Illinois
$5.3M +$5.3M +213,042 New
SHFA
157
SC&H Financial Advisors
Maryland
$5.27M +$39.2K +1,576 +0.7%
PAS
158
Park Avenue Securities
New York
$5.27M -$8.83K -355 -0.2%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$5.22M -$13.7K -552 -0.3%
WANY
160
Wealthspire Advisors (New York)
New York
$5.19M -$98.2K -3,949 -2%
DPW
161
DiNuzzo Private Wealth
Pennsylvania
$5.14M -$212K -8,520 -4%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$4.71M -$3.96M -159,495 -46%
AC
163
AWM Capital
Arizona
$4.65M -$334K -13,433 -7%
RCI
164
RS Crum Inc
California
$4.54M +$57.8K +2,324 +1%
GAM
165
Gould Asset Management
California
$4.52M +$196K +7,869 +5%
IAG
166
Investment Advisory Group
Massachusetts
$4.33M -$101K -4,055 -2%
CA
167
CGN Advisors
Kansas
$4.2M +$160K +6,456 +4%
RIP
168
RAM Investment Partners
Washington
$4.17M -$10.1K -408 -0.2%
CP
169
Canopy Partners
Ohio
$4.13M +$115K +4,640 +3%
RC
170
RBF Capital
California
$4.1M -$1.15M -46,400 -22%
THL
171
Tillman Hartley LLC
Colorado
$4.05M – – –
TB
172
Treynor Bancshares
Iowa
$3.89M +$852K +34,292 +28%
GAM
173
GEM Asset Management
Michigan
$3.67M +$31.3K +1,261 +0.9%
EFA
174
Evernest Financial Advisors
Indiana
$3.66M -$742K -29,839 -17%
SWG
175
Summit Wealth Group
Vermont
$3.58M -$56.8K -2,283 -2%
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