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Dimensional World ex US Core Equity 2 ETF

304 hedge funds and large institutions have $3.24B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+87
Holders Change %
+40.09%
% of All Funds
4.69%
Holding in Top 10
66
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+186.96%
% of All Funds
1.02%
New
101
Increased
102
Reduced
56
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFP
201
Brewster Financial Planning
New York
$635K +$635K +24,308 New
SPIA
202
Steward Partners Investment Advisory
New York
$604K +$604K +23,117 New
FAIM
203
Financial Advocates Investment Management
Washington
$589K -$635K -24,340 -52%
WFA
204
Websterrogers Financial Advisors
South Carolina
$582K -$61K -2,337 -9%
SCM
205
Sterneck Capital Management
Missouri
$569K
DADC
206
D.A. Davidson & Co
Montana
$565K +$18.3K +701 +3%
RA
207
Rise Advisors
New York
$536K +$536K +20,536 New
FWP
208
Falcon Wealth Planning
California
$523K +$523K +20,049 New
KOMWMG
209
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$501K +$18.2K +698 +4%
CIAS
210
CFS Investment Advisory Services
New Jersey
$495K +$495K +19,373 New
COF
211
Capital One Financial
Virginia
$485K -$2.72K -104 -0.6%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$482K -$15.9K -610 -3%
OPS
213
Orion Portfolio Solutions
Nebraska
$481K +$481K +18,430 New
CMBA
214
C.M. Bidwell & Associates
Hawaii
$470K +$54.1K +2,070 +13%
WWM
215
Western Wealth Management
Colorado
$458K +$458K +17,599 New
DI
216
Disciplined Investments
Oklahoma
$451K -$58.7K -2,248 -12%
RJA
217
Raymond James & Associates
Florida
$443K
S
218
Surevest
California
$442K
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$438K
Citadel Advisors
220
Citadel Advisors
Florida
$420K -$1.93M -73,973 -82%
Stifel Financial
221
Stifel Financial
Missouri
$413K -$10.4K -400 -2%
LWAC
222
Laurel Wealth Advisors (California)
California
$403K -$25.7K -983 -6%
SMA
223
Sage Mountain Advisors
Georgia
$380K -$13.7K -524 -3%
FMWA
224
Forvis Mazars Wealth Advisors
Missouri
$374K +$209 +8 +0.1%
SFG
225
Sage Financial Group
Pennsylvania
$368K