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Dimensional World ex US Core Equity 2 ETF

284 hedge funds and large institutions have $2.85B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 63 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
4.49%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.95%
New
31
Increased
136
Reduced
63
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
176
Ascent Group
Virginia
$764K +$38.6K +1,549 +5%
MWM
177
Mission Wealth Management
California
$736K -$3.64K -146 -0.5%
OPS
178
Orion Portfolio Solutions
Nebraska
$714K +$254K +10,192 +55%
NHC
179
Nicholas Hoffman & Company
Georgia
$705K
RSWM
180
Robertson Stephens Wealth Management
California
$703K
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$694K +$25.3K +1,013 +4%
PIFP
182
Partners in Financial Planning
Virginia
$694K -$2.13K -89 -0.3%
RW
183
RVW Wealth
California
$693K
V
184
Veritable
Delaware
$682K +$25 +1 +0%
MGIA
185
Moneta Group Investment Advisors
Missouri
$671K +$200 +8 +0%
HL
186
HeadInvest LLC
Maine
$664K
KF
187
Krilogy Financial
Missouri
$660K +$25 +1 +0%
QPWM
188
Quadrant Private Wealth Management
Pennsylvania
$658K -$163K -6,525 -20%
ASI
189
Advisory Services & Investments
Oregon
$657K +$28.2K +1,132 +4%
LOPW
190
Live Oak Private Wealth
North Carolina
$653K +$653K +26,175 New
WW
191
Waterfront Wealth
Kansas
$648K
EWM
192
Evercore Wealth Management
New York
$632K
BFP
193
Brewster Financial Planning
New York
$612K +$5.66K +227 +0.9%
WFA
194
Websterrogers Financial Advisors
South Carolina
$596K +$34.6K +1,373 +6%
SPIA
195
Steward Partners Investment Advisory
New York
$577K
CMBA
196
C.M. Bidwell & Associates
Hawaii
$535K +$85.6K +3,429 +19%
DADC
197
D.A. Davidson & Co
Montana
$525K -$14.7K -590 -3%
MA
198
Mutual Advisors
Nebraska
$523K -$238K -9,547 -31%
FWP
199
Falcon Wealth Planning
California
$518K +$17.5K +700 +3%
RA
200
Rise Advisors
New York
$513K +$349 +14 +0.1%