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Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.44%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
201
Ascent Group
Virginia
$729K +$49.9K +2,249 +7%
OPS
202
Orion Portfolio Solutions
Nebraska
$708K +$94.2K +4,395 +15%
IWN
203
Independent Wealth Network
Iowa
$704K +$40.8K +1,900 +6%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$693K
Bank of America
205
Bank of America
North Carolina
$689K -$15K -702 -2%
ASI
206
Advisory Services & Investments
Oregon
$687K +$122K +5,708 +22%
NA
207
NewEdge Advisors
Louisiana
$674K -$102K -4,740 -13%
RW
208
RVW Wealth
California
$666K +$70.5K +3,288 +12%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$666K +$666K +30,682 New
MWM
210
Mission Wealth Management
California
$631K -$1.27K -59 -0.2%
PIFP
211
Partners in Financial Planning
Virginia
$625K +$4.46K +208 +0.7%
TFA
212
Tranquilli Financial Advisor
New Jersey
$623K +$320K +14,935 +106%
NHC
213
Nicholas Hoffman & Company
Georgia
$606K
CAN
214
Cetera Advisor Networks
California
$600K -$511K -23,865 -46%
SC
215
Schubert & Co
Texas
$591K -$83.9K -3,914 -12%
V
216
Veritable
Delaware
$587K +$279 +13 +0%
GAM
217
Gould Asset Management
California
$577K +$370K +17,285 +179%
QPWM
218
Quadrant Private Wealth Management
Pennsylvania
$566K
WW
219
Waterfront Wealth
Kansas
$561K
EWM
220
Evercore Wealth Management
New York
$543K
BFP
221
Brewster Financial Planning
New York
$531K +$5.19K +242 +1%
WFA
222
Websterrogers Financial Advisors
South Carolina
$514K +$6.58K +307 +1%
HL
223
HeadInvest LLC
Maine
$500K -$70.5K -3,290 -12%
NAS
224
Nicolet Advisory Services
Wisconsin
$497K +$497K +23,396 New
SPIA
225
Steward Partners Investment Advisory
New York
$496K