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Dimensional World ex US Core Equity 2 ETF

315 hedge funds and large institutions have $3.07B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 145 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-7
Holders Change %
-2.17%
% of All Funds
5.45%
Holding in Top 10
61
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.69%
% of All Funds
1.05%
New
22
Increased
145
Reduced
89
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FOA
201
Five Oceans Advisors
California
$814K +$1.85K +98 +0.2%
VFP
202
Verus Financial Partners
Virginia
$805K +$5.08K +262 +0.6%
WCA
203
Waypoint Capital Advisors
Minnesota
$797K +$797K +42,216 New
APW
204
Aurora Private Wealth
New Jersey
$772K +$10K +530 +1%
PCA
205
Pallas Capital Advisors
Massachusetts
$765K -$14.6K -746 -2%
JPMPWA
206
J.P. Morgan Private Wealth Advisors
California
$741K +$130K +6,887 +21%
H
207
HoyleCohen
California
$688K -$14.7K -781 -2%
DT
208
Diversified Trust
Tennessee
$677K +$252K +13,358 +59%
CW
209
CreativeOne Wealth
Kansas
$661K -$198K -10,481 -23%
PIFP
210
Partners in Financial Planning
Virginia
$630K +$4.1K +191 +0.7%
AG
211
Ascent Group
Virginia
$627K -$19.4K -989 -3%
ASI
212
Advisory Services & Investments
Oregon
$626K +$21.2K +1,121 +3%
IWN
213
Independent Wealth Network
Iowa
$620K
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$609K +$29.6K +1,565 +5%
Bank of America
215
Bank of America
North Carolina
$607K
OPS
216
Orion Portfolio Solutions
Nebraska
$604K -$19.8K -1,050 -3%
MWM
217
Mission Wealth Management
California
$563K +$7.12K +377 +1%
CAN
218
Cetera Advisor Networks
California
$540K +$10.5K +553 +2%
NHC
219
Nicholas Hoffman & Company
Georgia
$534K
WW
220
Waterfront Wealth
Kansas
$523K
RW
221
RVW Wealth
California
$522K -$63.9K -3,387 -11%
SC
222
Schubert & Co
Texas
$522K +$1.15K +61 +0.2%
V
223
Veritable
Delaware
$517K +$245 +13 +0%
HIP
224
HUB Investment Partners
Texas
$515K +$515K +27,263 New
UWM
225
USAdvisors Wealth Management
Minnesota
$512K +$310K +16,398 +153%