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Dimensional World ex US Core Equity 2 ETF

284 hedge funds and large institutions have $2.85B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 63 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
4.49%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.95%
New
31
Increased
136
Reduced
63
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KOMWMG
201
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$482K +$3.32K +133 +0.7%
S
202
SignatureFD
Georgia
$452K +$263K +10,535 +139%
SCM
203
Sterneck Capital Management
Missouri
$450K -$93.5K -3,750 -17%
Stifel Financial
204
Stifel Financial
Missouri
$449K +$53.7K +2,150 +14%
RJA
205
Raymond James & Associates
Florida
$435K +$11.4K +458 +3%
DI
206
Disciplined Investments
Oklahoma
$431K
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$418K
PPA
208
Parametric Portfolio Associates
Washington
$413K +$413K +16,550 New
MCM
209
Maple Capital Management
Vermont
$403K +$76.7K +3,077 +24%
5L
210
55I LLC
Massachusetts
$393K -$680K -27,239 -63%
SMA
211
Sage Mountain Advisors
Georgia
$385K +$21.9K +876 +6%
3LCM
212
3D/L Capital Management
Connecticut
$378K +$100K +4,005 +36%
PCIA
213
Prime Capital Investment Advisors
Kansas
$367K
CA
214
Clearstead Advisors
Ohio
$360K +$20.2K +809 +6%
FMWA
215
Forvis Mazars Wealth Advisors
Missouri
$358K
SFG
216
Sage Financial Group
Pennsylvania
$352K
TFA
217
Tranquilli Financial Advisor
New Jersey
$352K +$352K +14,110 New
FG
218
Foster Group
Iowa
$320K
Fidelity Investments
219
Fidelity Investments
Massachusetts
$317K -$1.17K -47 -0.4%
OIA
220
OneDigital Investment Advisors
Kansas
$314K +$50 +2 +0%
AFS
221
Annapolis Financial Services
Maryland
$313K
RJT
222
Raymond James Trust
Florida
$310K
RCG
223
Resource Consulting Group
Florida
$304K -$5.14K -206 -2%
YAL
224
Your Advocates Ltd
Texas
$294K
C
225
Certuity
Florida
$294K +$199 +8 +0.1%