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Dimensional World ex US Core Equity 2 ETF

368 hedge funds and large institutions have $4.02B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+53
Holders Change %
+16.83%
% of All Funds
5.94%
Holding in Top 10
79
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+29.51%
% of All Funds
1.27%
New
79
Increased
131
Reduced
113
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
201
IFP Advisors
Florida
$1.35M -$90.5K -3,303 -6%
ZF
202
Zhang Financial
Michigan
$1.35M +$206K +9,554 +18%
BAM
203
Belpointe Asset Management
Nevada
$1.31M -$5.42K -251 -0.4%
LSA
204
Lansing Street Advisors
Pennsylvania
$1.27M +$10.8K +500 +0.9%
EWA
205
EverSource Wealth Advisors
Alabama
$1.26M -$42.9K -1,984 -3%
CIAS
206
CFS Investment Advisory Services
New Jersey
$1.2M -$25.3M -1,171,145 -95%
Stifel Financial
207
Stifel Financial
Missouri
$1.18M +$734K +34,000 +163%
SFS
208
Security Financial Services
Indiana
$1.11M -$31.2K -1,443 -3%
CL
209
Choreo LLC
Illinois
$1.1M +$1.1M +48,608 New
SDWIA
210
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M +$52.9K +2,448 +5%
UI
211
Unconventional Investor
New Hampshire
$1.06M
MCA
212
Magnolia Capital Advisors
Mississippi
$1.06M +$20.2K +935 +2%
MFG
213
Merit Financial Group
Georgia
$1.05M -$4.84K -224 -0.5%
WA
214
Wealthstream Advisors
New York
$1.05M -$185K -8,577 -15%
RLWM
215
RF&L Wealth Management
Massachusetts
$1.03M +$1.03M +47,745 New
RWI
216
Red Wave Investments
Pennsylvania
$1M -$22.9K -1,059 -2%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$998K -$5.02K -233 -0.5%
FOA
218
Five Oceans Advisors
California
$997K +$65.6K +3,039 +7%
TCM
219
True Capital Management
California
$996K +$996K +46,110 New
UWM
220
USAdvisors Wealth Management
Minnesota
$973K +$388K +17,941 +66%
KF
221
Krilogy Financial
Missouri
$968K +$505K +23,362 +109%
AFS
222
Annapolis Financial Services
Maryland
$968K -$82K -3,796 -8%
TIM
223
Tortoise Investment Management
New York
$946K
VWA
224
VERITY Wealth Advisors
United States
$944K
IAG
225
Investmark Advisory Group
Connecticut
$939K +$1.62K +75 +0.2%