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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.49%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$38.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$72.6M
3
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
$25.1M
4
SFS
4
Sowell Financial Services
Arkansas
$16.7M
5
MWA
5
Monograph Wealth Advisors
California
$131M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$49.5M
2
Jane Street
2
Jane Street
New York
$15.4M
3
MHS
3
M Holdings Securities
Oregon
$597K
4
OMC
4
Old Mission Capital
Illinois
$2.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
201
CVA Family Office
Colorado
$1.81M -$9.57K -376 -0.5%
RK
202
Rather & Kittrell
Tennessee
$1.79M +$331K +13,021 +23%
EWA
203
EverSource Wealth Advisors
Alabama
$1.79M +$158K +6,329 +10%
RFC
204
Regions Financial Corp
Alabama
$1.79M – – –
RS
205
Retirement Solution
Washington
$1.79M +$156K +6,142 +10%
AC
206
Applied Capital
Arkansas
$1.78M -$22.3K -875 -1%
RJA
207
Raymond James & Associates
Florida
$1.77M +$265K +10,400 +18%
MFC
208
Morris Financial Concepts
South Carolina
$1.74M -$1.96K -77 -0.1%
AWA
209
Aquire Wealth Advisors
Utah
$1.73M +$18.3K +718 +1%
WWP
210
Waypoint Wealth Partners
California
$1.73M -$66.4K -2,611 -4%
LG
211
LAM Group
Oregon
$1.71M -$127 -5 -0%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$1.7M +$190K +7,486 +13%
RRCM
213
Rappaport Reiches Capital Management
Illinois
$1.67M +$738 +29 +0%
RLIM
214
Red Lighthouse Investment Management
New York
$1.6M – – –
SDWIA
215
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.6M +$72K +2,830 +5%
SC
216
Schubert & Co
Texas
$1.57M +$24.5K +964 +2%
LSA
217
Lansing Street Advisors
Pennsylvania
$1.54M +$1.73K +68 +0.1%
LCM
218
Liberty Capital Management
Michigan
$1.54M – – –
CGPCS
219
Capital Group Private Client Services
California
$1.49M -$2.11K -83 -0.1%
QCIG
220
Quad-Cities Investment Group
Iowa
$1.48M +$81.1K +3,186 +6%
CAM
221
Cresset Asset Management
Illinois
$1.43M -$453K -17,790 -24%
CA
222
Cetera Advisors
Colorado
$1.4M -$7.33K -288 -0.5%
MHB
223
Midwest Heritage Bank
Iowa
$1.38M +$407 +16 +0%
HWMC
224
Heritage Wealth Management (California)
California
$1.36M +$17K +667 +1%
OPS
225
Orion Portfolio Solutions
Nebraska
$1.32M -$107K -4,219 -8%
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9
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