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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.17%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.2%
New
26
Increased
175
Reduced
122
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$110M
2
UBS Group
UBS Group
Switzerland
+$33.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$24.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$16.1M
5
GMA
Glassy Mountain Advisors
Maryland
+$11.9M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$78.5M
2
UWPG
Ullmann Wealth Partners Group
Florida
-$14.9M
3
GA
Greenspring Advisors
Maryland
-$12M
4
PCA
Prosperity Capital Advisors
Ohio
-$3.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRCM
201
Rappaport Reiches Capital Management
Illinois
$1.52M +$7.76K +333 +0.5%
TLA
202
Tanglewood Legacy Advisors
Texas
$1.49M +$252K +10,805 +20%
EWA
203
EverSource Wealth Advisors
Alabama
$1.49M +$3.22K +138 +0.2%
MHB
204
Midwest Heritage Bank
Iowa
$1.49M -$119K -5,095 -7%
QCIG
205
Quad-Cities Investment Group
Iowa
$1.48M +$146K +6,260 +11%
WA
206
Wealthstream Advisors
New York
$1.47M +$344K +14,751 +30%
RLIM
207
Red Lighthouse Investment Management
New York
$1.46M – – –
BCI
208
Brinker Capital Investments
Pennsylvania
$1.46M -$276K -11,820 -16%
OPS
209
Orion Portfolio Solutions
Nebraska
$1.46M -$276K -11,820 -16%
SIS
210
Strategic Investment Solutions
Illinois
$1.44M -$3.29M -143,187 -70%
LCM
211
Liberty Capital Management
Michigan
$1.41M +$1.41M +60,457 New
LSA
212
Lansing Street Advisors
Pennsylvania
$1.39M +$18K +772 +1%
BPA
213
Beacon Pointe Advisors
California
$1.38M -$1.51M -64,978 -52%
CA
214
Cetera Advisors
Colorado
$1.35M -$75.4K -3,233 -5%
ZF
215
Zhang Financial
Michigan
$1.34M +$6.78K +291 +0.5%
SFS
216
Security Financial Services
Indiana
$1.19M -$7.27K -312 -0.6%
SIAG
217
Safeguard Investment Advisory Group
California
$1.17M -$99.3K -4,261 -8%
UI
218
Unconventional Investor
New Hampshire
$1.14M – – –
CL
219
Choreo LLC
Illinois
$1.14M +$4.38K +188 +0.4%
KF
220
Krilogy Financial
Missouri
$1.1M -$16.5K -709 -1%
IAG
221
Investmark Advisory Group
Connecticut
$1.1M +$28.8K +1,234 +3%
MFG
222
Merit Financial Group
Georgia
$1.09M +$5.04K +216 +0.5%
RWI
223
Red Wave Investments
Pennsylvania
$1.08M -$2.33K -100 -0.2%
RK
224
Rather & Kittrell
Tennessee
$1.07M +$154K +6,626 +17%
RLWM
225
RF&L Wealth Management
Massachusetts
$1.05M -$53K -2,275 -5%
7 8
9
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