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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.5%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$38.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$72.6M
3
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
$25.1M
4
SFS
4
Sowell Financial Services
Arkansas
$16.7M
5
MWA
5
Monograph Wealth Advisors
California
$131M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$49.5M
2
Jane Street
2
Jane Street
New York
$15.4M
3
MHS
3
M Holdings Securities
Oregon
$597K
4
OMC
4
Old Mission Capital
Illinois
$2.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
176
Rehmann Capital Advisory Group
Michigan
$2.68M -$60.2K -2,368 -2%
W
177
WPWealth
Texas
$2.66M +$504K +19,802 +23%
NWM
178
Northwest Wealth Management
Iowa
$2.63M -$31.4K -1,234 -1%
UWM
179
USAdvisors Wealth Management
Minnesota
$2.62M +$410K +16,134 +19%
CAN
180
Cetera Advisor Networks
California
$2.59M -$6.18K -243 -0.2%
WWM
181
Western Wealth Management
Colorado
$2.58M -$45.2K -1,778 -2%
MWM
182
Merriman Wealth Management
Washington
$2.47M +$62.1K +2,441 +3%
OMC
183
Old Mission Capital
Illinois
$2.45M -$13.6M -532,814 -85%
CTWM
184
Cherry Tree Wealth Management
Minnesota
$2.41M -$14.2K -557 -0.6%
LAM
185
LifePro Asset Management
California
$2.4M +$23.4K +919 +1%
RIM
186
RW Investment Management
Idaho
$2.4M +$103K +4,033 +4%
CMBA
187
C.M. Bidwell & Associates
Hawaii
$2.29M -$73.1K -2,875 -3%
MAM
188
McCarthy Asset Management
California
$2.28M -$145K -5,688 -6%
GRP
189
Global Retirement Partners
California
$2.27M +$44.5K +1,750 +2%
APP
190
Avantax Planning Partners
Iowa
$2.22M +$1.8M +70,712 +427%
HCM
191
Hutchinson Capital Management
California
$2.2M +$3.31K +130 +0.2%
PWA
192
Physician Wealth Advisors
Utah
$2.19M -$516 -21 -0%
AA
193
Ancora Advisors
Ohio
$2.17M -$932K -36,634 -30%
SIMC
194
Squire Investment Management Company
Utah
$2.17M -$23.3K -916 -1%
AWM
195
AE Wealth Management
Kansas
$2.07M -$2.24M -88,174 -52%
SWA
196
Sax Wealth Advisors
New Jersey
$1.99M +$36.8K +1,446 +2%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$1.91M +$204 +8 +0%
AFA
198
Alpha Financial Advisors
North Carolina
$1.91M -$31.3K -1,229 -2%
MCM
199
MAI Capital Management
Ohio
$1.88M -$5.67K -223 -0.3%
MWM
200
Melfa Wealth Management
Massachusetts
$1.82M +$32.7K +1,287 +2%
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