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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$72.2M
2
GM
2
GeoWealth Management
Illinois
$68.4M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$95.5M
4
B
4
BetterWealth
California
$43.6M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$115M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
201
Rockwood Wealth Management
Pennsylvania
$2.68M -$22.2K -892 -0.8%
UWM
202
United Wealth Management
Virginia
$2.67M +$2.67M +107,435 New
W
203
WPWealth
Texas
$2.67M -$5.87K -236 -0.2%
XPN
204
XY Planning Network
Montana
$2.63M +$2.63M +105,780 New
WWM
205
Western Wealth Management
Colorado
$2.61M +$17.4K +698 +0.7%
RCAG
206
Rehmann Capital Advisory Group
Michigan
$2.59M +$170K +6,855 +7%
KFGG
207
Keystone Financial Group (Georgia)
Georgia
$2.57M +$2.57M +103,489 New
RIM
208
RW Investment Management
Idaho
$2.57M +$291K +11,714 +13%
UWM
209
USAdvisors Wealth Management
Minnesota
$2.49M +$33.5K +1,346 +1%
KAM
210
Kraft Asset Management
Tennessee
$2.46M -$329K -13,220 -12%
CTWM
211
Cherry Tree Wealth Management
Minnesota
$2.44M +$39.1K +1,574 +2%
PWS
212
Physician Wealth Solutions
Nevada
$2.36M +$9.55K +384 +0.4%
KWA
213
Kingswood Wealth Advisors
California
$2.35M +$1.05M +42,123 +80%
MWM
214
Merriman Wealth Management
Washington
$2.34M +$92.1K +3,705 +4%
NWM
215
Northwest Wealth Management
Iowa
$2.32M -$141K -5,672 -6%
RS
216
Retirement Solution
Washington
$2.26M +$205K +8,241 +10%
Cerity Partners
217
Cerity Partners
New York
$2.24M +$39.3K +1,567 +2%
RK
218
Rather & Kittrell
Tennessee
$2.23M +$373K +14,991 +20%
CA
219
Clune & Associates
Illinois
$2.16M +$2.16M +86,710 New
SIMC
220
Squire Investment Management Company
Utah
$2.09M -$2.01K -81 -0.1%
CMBA
221
C.M. Bidwell & Associates
Hawaii
$2.07M +$27.6K +1,110 +1%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$2.02M +$2.54K +102 +0.1%
PWA
223
Physician Wealth Advisors
Utah
$2.02M +$37.6K +1,513 +2%
BWM
224
BCO Wealth Management
New Mexico
$1.99M +$1.99M +80,166 New
HWA
225
HMV Wealth Advisors
Louisiana
$1.96M +$1.96M +78,663 New
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