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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

481 hedge funds and large institutions have $5.74B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 162 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.96%
Holding in Top 10
73
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
36
Increased
186
Reduced
162
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$300M
2
FMI
Factory Mutual Insurance
Massachusetts
+$52.3M
3
AF
Allworth Financial
California
+$24.5M
4
GWWM
Great Waters Wealth Management
Minnesota
+$13.6M
5
AL
Aspiriant LLC
California
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$37.8M
2
RA
RFG Advisory
Alabama
-$29.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28M
4
CFA
Capstone Financial Advisors
Illinois
-$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RK
201
Rather & Kittrell
Tennessee
$2.02M +$30.1K +1,116 +2%
MCM
202
MAI Capital Management
Ohio
$1.99M – – –
AWM
203
AE Wealth Management
Kansas
$1.97M -$110K -4,076 -5%
RFC
204
Regions Financial Corp
Alabama
$1.89M -$5.11K -189 -0.3%
AFA
205
Alpha Financial Advisors
North Carolina
$1.86M -$6.83K -253 -0.4%
AWA
206
Aquire Wealth Advisors
Utah
$1.86M +$11.2K +416 +0.6%
MFC
207
Morris Financial Concepts
South Carolina
$1.84M – – –
MWM
208
Melfa Wealth Management
Massachusetts
$1.83M -$113K -4,195 -6%
WWP
209
Waypoint Wealth Partners
California
$1.83M – – –
LG
210
LAM Group
Oregon
$1.81M – – –
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
$1.78M +$88.7K +3,283 +5%
AC
212
Applied Capital
Arkansas
$1.75M -$135K -4,992 -7%
CPWM
213
Cypress Point Wealth Management
Texas
$1.75M +$227K +8,400 +15%
CFO
214
CVA Family Office
Colorado
$1.7M -$44.1K -1,633 -3%
SC
215
Schubert & Co
Texas
$1.7M +$30.9K +1,145 +2%
RRCM
216
Rappaport Reiches Capital Management
Illinois
$1.69M -$87.3K -3,233 -5%
LSA
217
Lansing Street Advisors
Pennsylvania
$1.67M +$11.4K +423 +0.7%
LCM
218
Liberty Capital Management
Michigan
$1.63M – – –
RLIM
219
Red Lighthouse Investment Management
New York
$1.63M -$73.6K -2,726 -4%
QCIG
220
Quad-Cities Investment Group
Iowa
$1.59M -$43.7K -1,617 -3%
CGPCS
221
Capital Group Private Client Services
California
$1.59M -$9.78K -362 -0.6%
HCM
222
Hutchinson Capital Management
California
$1.54M +$196K +7,239 +14%
OPS
223
Orion Portfolio Solutions
Nebraska
$1.52M +$74.7K +2,764 +5%
BCI
224
Brinker Capital Investments
Pennsylvania
$1.52M +$74.7K +2,764 +5%
KWA
225
Kingswood Wealth Advisors
California
$1.41M +$1.41M +52,340 New
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