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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

469 hedge funds and large institutions have $5.43B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 165 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+21
Holders Change %
+4.69%
% of All Funds
6.82%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
43
Increased
171
Reduced
165
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$73.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$26.7M
3
GWA
3
Geometric Wealth Advisors
District of Columbia
$186M
4
SFA
4
Sequoia Financial Advisors
Ohio
$19.9M
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$21.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$247M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$138M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$286M
4
FFM
4
Forum Financial Management
Illinois
$33M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RK
201
Rather & Kittrell
Tennessee
$1.87M +$81.6K +3,212 +5%
MWM
202
Melfa Wealth Management
Massachusetts
$1.83M +$19.5K +768 +1%
RFC
203
Regions Financial Corp
Alabama
$1.78M -$4.96K -195 -0.3%
AC
204
Applied Capital
Arkansas
$1.77M -$9.63K -379 -0.5%
SW
205
Simplicity Wealth
New Jersey
$1.76M +$1.26M +49,406 +247%
AFA
206
Alpha Financial Advisors
North Carolina
$1.76M -$143K -5,615 -7%
AWA
207
Aquire Wealth Advisors
Utah
$1.74M +$8.36K +329 +0.5%
MFC
208
Morris Financial Concepts
South Carolina
$1.73M -$8.92K -351 -0.5%
WWP
209
Waypoint Wealth Partners
California
$1.73M – – –
LG
210
LAM Group
Oregon
$1.71M -$2.42K -95 -0.1%
RRCM
211
Rappaport Reiches Capital Management
Illinois
$1.67M +$1.81K +71 +0.1%
CFO
212
CVA Family Office
Colorado
$1.64M -$161K -6,325 -9%
RLIM
213
Red Lighthouse Investment Management
New York
$1.6M +$5.82K +229 +0.4%
CSPIA
214
Cary Street Partners Investment Advisory
Virginia
$1.6M +$1.6M +62,760 New
SC
215
Schubert & Co
Texas
$1.57M – – –
LSA
216
Lansing Street Advisors
Pennsylvania
$1.56M +$17.9K +706 +1%
QCIG
217
Quad-Cities Investment Group
Iowa
$1.54M +$56.1K +2,206 +4%
LCM
218
Liberty Capital Management
Michigan
$1.54M – – –
CGPCS
219
Capital Group Private Client Services
California
$1.51M +$20K +788 +1%
SDWIA
220
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.48M -$111K -4,376 -7%
CPWM
221
Cypress Point Wealth Management
Texas
$1.43M +$131K +5,152 +10%
BPA
222
Beacon Pointe Advisors
California
$1.42M -$2.6M -102,441 -65%
BCI
223
Brinker Capital Investments
Pennsylvania
$1.36M +$38.2K +1,504 +3%
OPS
224
Orion Portfolio Solutions
Nebraska
$1.36M +$38.2K +1,504 +3%
HWMC
225
Heritage Wealth Management (California)
California
$1.34M -$16.9K -665 -1%
7 8
9
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