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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+12
Holders Change %
+2.55%
% of All Funds
6.97%
Holding in Top 10
74
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.07%
New
36
Increased
186
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$300M
2
FMI
Factory Mutual Insurance
Massachusetts
+$52.3M
3
AF
Allworth Financial
California
+$24.5M
4
GWWM
Great Waters Wealth Management
Minnesota
+$13.6M
5
AL
Aspiriant LLC
California
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$37.8M
2
RA
RFG Advisory
Alabama
-$29.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28M
4
CFA
Capstone Financial Advisors
Illinois
-$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
176
Stifel Financial
Missouri
$3M -$9.4K -348 -0.3%
RWM
177
Rockwood Wealth Management
Pennsylvania
$2.94M -$27 -1 -0%
WA
178
Wealth Architects
California
$2.93M +$140K +5,186 +5%
W
179
WPWealth
Texas
$2.91M +$8.67K +321 +0.3%
EWA
180
Exencial Wealth Advisors
Oklahoma
$2.86M +$105K +3,893 +4%
WWM
181
Western Wealth Management
Colorado
$2.81M +$90.1K +3,335 +3%
Morgan Stanley
182
Morgan Stanley
New York
$2.77M -$26.6K -985 -1%
GRP
183
Global Retirement Partners
California
$2.69M +$105K +3,870 +4%
UWM
184
USAdvisors Wealth Management
Minnesota
$2.68M -$109K -4,029 -4%
NWM
185
Northwest Wealth Management
Iowa
$2.67M -$107K -3,947 -4%
RCAG
186
Rehmann Capital Advisory Group
Michigan
$2.63M -$94.5K -3,497 -3%
CTWM
187
Cherry Tree Wealth Management
Minnesota
$2.61M +$53.5K +1,979 +2%
RJA
188
Raymond James & Associates
Florida
$2.52M +$514K +19,034 +26%
RIM
189
RW Investment Management
Idaho
$2.47M -$15.5K -574 -0.6%
PWS
190
Physician Wealth Solutions
Nevada
$2.45M +$1.38M +53,194 +129%
MWM
191
Merriman Wealth Management
Washington
$2.44M -$203K -7,511 -8%
Cerity Partners
192
Cerity Partners
New York
$2.37M +$6K +222 +0.3%
SIMC
193
Squire Investment Management Company
Utah
$2.27M +$4.67K +173 +0.2%
APP
194
Avantax Planning Partners
Iowa
$2.23M -$127K -4,708 -5%
RS
195
Retirement Solution
Washington
$2.22M +$153K +5,689 +7%
CMBA
196
C.M. Bidwell & Associates
Hawaii
$2.22M +$15.6K +579 +0.7%
FWP
197
Firethorn Wealth Partners
Georgia
$2.2M -$291K -10,762 -12%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$2.19M +$83.1K +3,076 +4%
EWA
199
EverSource Wealth Advisors
Alabama
$2.17M +$179K +6,645 +9%
PWA
200
Physician Wealth Advisors
Utah
$2.1M -$345K -13,120 -14%
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