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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MHS
M Holdings Securities
Oregon
$25.1M
2
Bank of America
Bank of America
North Carolina
$41.8M
3
OIA
OneDigital Investment Advisors
Kansas
$22.5M
4
CWS
Confluence Wealth Services
Pennsylvania
$20.2M
5
GWA
Geometric Wealth Advisors
District of Columbia
$152M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$7.05M
2
Jane Street
Jane Street
New York
$39.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$20.3M
5
LEFP
Leading Edge Financial Planning
Tennessee
$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
176
Stifel Financial
Missouri
$2.76M -$4.33M -177,235 -61%
RWM
177
Rockwood Wealth Management
Pennsylvania
$2.68M +$135K +5,532 +5%
EWA
178
Exencial Wealth Advisors
Oklahoma
$2.66M +$1.77M +72,369 +199%
WA
179
Wealth Architects
California
$2.64M -$5.3K -217 -0.2%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$2.63M -$776K -31,763 -23%
IFS
181
Intelligent Financial Strategies
Minnesota
$2.6M -$101K -4,123 -4%
NWM
182
Northwest Wealth Management
Iowa
$2.55M +$20.7K +848 +0.8%
WWM
183
Western Wealth Management
Colorado
$2.52M -$40.4K -1,653 -2%
CAN
184
Cetera Advisor Networks
California
$2.49M +$384K +15,741 +18%
MML Investors Services
185
MML Investors Services
Massachusetts
$2.33M +$567K +23,220 +32%
MAM
186
McCarthy Asset Management
California
$2.33M -$1.11M -45,344 -32%
CTWM
187
Cherry Tree Wealth Management
Minnesota
$2.33M -$56.7K -2,321 -2%
GCA
188
Gradient Capital Advisors
California
$2.32M +$73.6K +3,013 +3%
MWM
189
Merriman Wealth Management
Washington
$2.31M +$120K +4,934 +6%
LOPW
190
Live Oak Private Wealth
North Carolina
$2.3M +$357K +14,615 +18%
LAM
191
LifePro Asset Management
California
$2.29M +$268K +10,989 +13%
CMBA
192
C.M. Bidwell & Associates
Hawaii
$2.26M +$58K +2,377 +3%
RIM
193
RW Investment Management
Idaho
$2.21M -$305K -12,479 -12%
UWM
194
USAdvisors Wealth Management
Minnesota
$2.12M -$61.7K -2,526 -3%
HCM
195
Hutchinson Capital Management
California
$2.11M +$33.6K +1,374 +2%
PWA
196
Physician Wealth Advisors
Utah
$2.11M +$2.02K +85 +0.1%
SIMC
197
Squire Investment Management Company
Utah
$2.1M +$2.1M +86,080 New
W
198
WPWealth
Texas
$2.07M -$282K -11,557 -12%
GRP
199
Global Retirement Partners
California
$2.07M +$156K +6,596 +8%
SWA
200
Sax Wealth Advisors
New Jersey
$1.88M +$269 +11 +0%
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8
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