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Dimensional World ex US Core Equity 2 ETF

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFA
201
Alpha Financial Advisors
North Carolina
$1.86M -$68.5K -2,805 -4%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$1.83M +$364K +14,887 +25%
MCM
203
MAI Capital Management
Ohio
$1.81M +$155K +6,346 +9%
CAM
204
Cresset Asset Management
Illinois
$1.8M -$234K -9,602 -12%
CFO
205
CVA Family Office
Colorado
$1.74M -$342K -13,986 -16%
AC
206
Applied Capital
Arkansas
$1.73M +$19.7K +808 +1%
WWP
207
Waypoint Wealth Partners
California
$1.72M
RFC
208
Regions Financial Corp
Alabama
$1.72M
MWM
209
Melfa Wealth Management
Massachusetts
$1.71M -$55.6K -2,277 -3%
MFC
210
Morris Financial Concepts
South Carolina
$1.67M
AWA
211
Aquire Wealth Advisors
Utah
$1.64M +$12.1K +494 +0.7%
LG
212
LAM Group
Oregon
$1.64M
RRCM
213
Rappaport Reiches Capital Management
Illinois
$1.6M +$4.64K +190 +0.3%
EWA
214
EverSource Wealth Advisors
Alabama
$1.6M +$63.7K +2,609 +4%
RS
215
Retirement Solution
Washington
$1.57M +$263K +10,787 +20%
RLIM
216
Red Lighthouse Investment Management
New York
$1.53M
SC
217
Schubert & Co
Texas
$1.49M -$7.11K -291 -0.5%
LSA
218
Lansing Street Advisors
Pennsylvania
$1.48M +$1.48M +60,661 New
LCM
219
Liberty Capital Management
Michigan
$1.48M
SDWIA
220
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.46M -$47.9K -1,963 -3%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$1.45M +$696K +28,499 +92%
RJA
222
Raymond James & Associates
Florida
$1.45M -$505K -20,680 -26%
CGPCS
223
Capital Group Private Client Services
California
$1.43M +$6.67K +273 +0.5%
RK
224
Rather & Kittrell
Tennessee
$1.4M +$168K +6,891 +14%
BCI
225
Brinker Capital Investments
Pennsylvania
$1.36M -$205K -8,476 -13%