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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

469 hedge funds and large institutions have $5.43B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 165 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
6.82%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
43
Increased
171
Reduced
165
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$73.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.7M
3
GWA
Geometric Wealth Advisors
District of Columbia
$186M
4
SFA
Sequoia Financial Advisors
Ohio
$19.9M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
$21.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$247M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$138M
3
BSW
Buckingham Strategic Wealth
Missouri
$286M
4
FFM
Forum Financial Management
Illinois
$33M
5
Osaic Holdings
Osaic Holdings
Arizona
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
Wealth Architects
California
$2.63M -$105K -4,131 -4%
NWM
177
Northwest Wealth Management
Iowa
$2.61M -$13.9K -548 -0.5%
UWM
178
USAdvisors Wealth Management
Minnesota
$2.61M -$6.84K -269 -0.3%
EWA
179
Exencial Wealth Advisors
Oklahoma
$2.59M -$925K -36,381 -26%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$2.57M -$116K -4,566 -4%
WWM
181
Western Wealth Management
Colorado
$2.56M -$17.9K -706 -0.7%
MWM
182
Merriman Wealth Management
Washington
$2.49M +$22.6K +890 +0.9%
PWA
183
Physician Wealth Advisors
Utah
$2.45M +$98.7K +3,742 +4%
GRP
184
Global Retirement Partners
California
$2.43M +$169K +6,664 +7%
CTWM
185
Cherry Tree Wealth Management
Minnesota
$2.41M -$4.6K -181 -0.2%
RIM
186
RW Investment Management
Idaho
$2.34M -$59.5K -2,339 -2%
FWP
187
Firethorn Wealth Partners
Georgia
$2.34M -$414K -16,270 -15%
LAM
188
LifePro Asset Management
California
$2.32M -$82.6K -3,249 -3%
Cerity Partners
189
Cerity Partners
New York
$2.23M +$1.2M +47,307 +117%
APP
190
Avantax Planning Partners
Iowa
$2.22M – – –
CWP
191
Cyndeo Wealth Partners
Florida
$2.14M +$1.21M +47,467 +130%
SIMC
192
Squire Investment Management Company
Utah
$2.13M -$32.7K -1,288 -2%
CMBA
193
C.M. Bidwell & Associates
Hawaii
$2.08M -$208K -8,187 -9%
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$1.99M +$77.9K +3,064 +4%
AWM
195
AE Wealth Management
Kansas
$1.96M -$107K -4,194 -5%
RS
196
Retirement Solution
Washington
$1.95M +$167K +6,587 +9%
EWA
197
EverSource Wealth Advisors
Alabama
$1.91M +$47.5K +1,826 +3%
TB
198
Treynor Bancshares
Iowa
$1.89M -$2.75M -108,144 -59%
RJA
199
Raymond James & Associates
Florida
$1.89M +$116K +4,545 +7%
MCM
200
MAI Capital Management
Ohio
$1.88M – – –
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