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Dimensional World ex US Core Equity 2 ETF

304 hedge funds and large institutions have $3.24B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+87
Holders Change %
+40.09%
% of All Funds
4.69%
Holding in Top 10
66
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+186.96%
% of All Funds
1.02%
New
101
Increased
102
Reduced
56
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
176
Sage Rhino Capital
California
$871K +$76.7K +2,938 +10%
QPWM
177
Quadrant Private Wealth Management
Pennsylvania
$859K -$5.64K -216 -0.7%
JPMPWA
178
J.P. Morgan Private Wealth Advisors
California
$844K
IWN
179
Independent Wealth Network
Iowa
$807K +$5.22K +200 +0.7%
IAG
180
Investmark Advisory Group
Connecticut
$804K +$804K +30,803 New
MA
181
Mutual Advisors
Nebraska
$796K +$203K +7,761 +34%
MWM
182
Mission Wealth Management
California
$774K +$774K +29,646 New
WFA
183
Wipfli Financial Advisors
Wisconsin
$773K -$415K -15,913 -35%
FWP
184
Firethorn Wealth Partners
Georgia
$759K +$759K +29,067 New
AG
185
Ascent Group
Virginia
$748K +$748K +29,087 New
PIFP
186
Partners in Financial Planning
Virginia
$747K -$16.7K -650 -2%
SC
187
Schubert & Co
Texas
$746K +$746K +28,578 New
NHC
188
Nicholas Hoffman & Company
Georgia
$738K
RSWM
189
Robertson Stephens Wealth Management
California
$736K
RW
190
RVW Wealth
California
$725K +$209 +8 +0%
NAS
191
Nicolet Advisory Services
Wisconsin
$724K +$5.22K +200 +0.7%
V
192
Veritable
Delaware
$714K +$39.8K +1,523 +6%
CA
193
CGN Advisors
Kansas
$703K -$17.7K -678 -2%
MGIA
194
Moneta Group Investment Advisors
Missouri
$702K +$3.84K +147 +0.5%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$699K -$78 -3 -0%
HL
196
HeadInvest LLC
Maine
$695K +$695K +26,621 New
KF
197
Krilogy Financial
Missouri
$690K +$496 +19 +0.1%
WW
198
Waterfront Wealth
Kansas
$684K +$684K +26,180 New
EWM
199
Evercore Wealth Management
New York
$661K
ASI
200
Advisory Services & Investments
Oregon
$658K +$38.1K +1,461 +6%