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Dimensional World ex US Core Equity 2 ETF

396 hedge funds and large institutions have $4.67B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 178 increasing their positions, 131 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+5
Holders Change %
+1.28%
% of All Funds
6.31%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
1.23%
New
28
Increased
178
Reduced
131
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
201
Aquire Wealth Advisors
Utah
$1.5M +$8.99K +399 +0.6%
MA
202
Mutual Advisors
Nebraska
$1.5M -$118K -5,239 -7%
QCIG
203
Quad-Cities Investment Group
Iowa
$1.48M +$44K +1,952 +3%
RRCM
204
Rappaport Reiches Capital Management
Illinois
$1.47M +$5.5K +244 +0.4%
BCI
205
Brinker Capital Investments
Pennsylvania
$1.45M +$43.8K +1,943 +3%
OPS
206
Orion Portfolio Solutions
Nebraska
$1.45M +$43.8K +1,943 +3%
TLA
207
Tanglewood Legacy Advisors
Texas
$1.44M
RLIM
208
Red Lighthouse Investment Management
New York
$1.41M
EWA
209
EverSource Wealth Advisors
Alabama
$1.41M -$25.9K -1,151 -2%
SDWIA
210
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.39M -$157K -6,956 -10%
SC
211
Schubert & Co
Texas
$1.38M -$233K -10,353 -14%
LCM
212
Liberty Capital Management
Michigan
$1.36M
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$1.35M +$1.1M +48,787 +429%
BPA
214
Beacon Pointe Advisors
California
$1.33M -$7.27K -323 -0.5%
CA
215
Cetera Advisors
Colorado
$1.31M +$11.1K +495 +0.9%
CGPCS
216
Capital Group Private Client Services
California
$1.31M +$1.31M +58,301 New
ZF
217
Zhang Financial
Michigan
$1.26M -$29.5K -1,310 -2%
MHB
218
Midwest Heritage Bank
Iowa
$1.25M -$188K -8,347 -13%
DBT
219
Dubuque Bank & Trust
Iowa
$1.2M +$1.2M +53,495 New
RS
220
Retirement Solution
Washington
$1.2M +$666K +29,593 +125%
SFS
221
Security Financial Services
Indiana
$1.14M -$6.6K -293 -0.6%
RK
222
Rather & Kittrell
Tennessee
$1.14M +$101K +4,490 +10%
CL
223
Choreo LLC
Illinois
$1.1M +$3.11K +138 +0.3%
UI
224
Unconventional Investor
New Hampshire
$1.1M
VFIC
225
Valley Forge Investment Consultants
Pennsylvania
$1.1M +$1.1M +48,655 New