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Dimensional World ex US Core Equity 2 ETF

377 hedge funds and large institutions have $4.06B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
6.03%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.3%
New
31
Increased
158
Reduced
126
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
201
Raymond James & Associates
Florida
$1.32M -$139K -6,026 -10%
MML Investors Services
202
MML Investors Services
Massachusetts
$1.28M -$657K -28,498 -34%
OCM
203
Orion Capital Management
California
$1.28M +$313K +13,559 +32%
SIAG
204
Safeguard Investment Advisory Group
California
$1.25M -$263K -11,409 -17%
Stifel Financial
205
Stifel Financial
Missouri
$1.25M -$15.6K -677 -1%
TLA
206
Tanglewood Legacy Advisors
Texas
$1.23M +$1.23M +53,138 New
SFS
207
Security Financial Services
Indiana
$1.19M +$346 +15 +0%
SDWIA
208
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.14M +$2.7K +117 +0.2%
LOPW
209
Live Oak Private Wealth
North Carolina
$1.14M +$645K +27,950 +131%
UI
210
Unconventional Investor
New Hampshire
$1.13M
CL
211
Choreo LLC
Illinois
$1.12M +$623 +27 +0.1%
WA
212
Wealthstream Advisors
New York
$1.12M +$346 +15 +0%
KF
213
Krilogy Financial
Missouri
$1.11M +$74.7K +3,239 +7%
RLWM
214
RF&L Wealth Management
Massachusetts
$1.1M -$5.67K -246 -0.5%
MFG
215
Merit Financial Group
Georgia
$1.07M -$55.4K -2,404 -5%
RWI
216
Red Wave Investments
Pennsylvania
$1.07M
FOA
217
Five Oceans Advisors
California
$1.07M +$3.94K +171 +0.4%
TCM
218
True Capital Management
California
$1.06M
IAG
219
Investmark Advisory Group
Connecticut
$1.06M +$59.3K +2,572 +6%
AFS
220
Annapolis Financial Services
Maryland
$1.03M
VWA
221
VERITY Wealth Advisors
United States
$1.01M
TIM
222
Tortoise Investment Management
New York
$979K -$30.6K -1,325 -3%
LSIA
223
LaSalle St. Investment Advisors
Illinois
$970K +$970K +42,078 New
KCM
224
KM Capital Management
Texas
$946K +$30.6K +1,328 +3%
RK
225
Rather & Kittrell
Tennessee
$908K +$204K +8,854 +29%