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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

552 hedge funds and large institutions have $6.19B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 210 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+18
Holders Change %
+3.37%
% of All Funds
7.5%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.21%
New
55
Increased
210
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
RFG Advisory
Alabama
$151M
2
FMI
Factory Mutual Insurance
Massachusetts
$74.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$90.1M
4
AF
Allworth Financial
California
$138M
5
Jane Street
Jane Street
New York
$10.3M

Top Sellers

1
CW
Curio Wealth
Maryland
$901K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$133M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$202M
4
EP
Essential Planning
New Hampshire
$234K
5
EFP
Elser Financial Planning
Indiana
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
201
Morgan Stanley
New York
$2.95M +$7.42K +283 +0.3%
BGWM
202
Bridge Generations Wealth Management
Florida
$2.92M -$196K -7,481 -6%
Stifel Financial
203
Stifel Financial
Missouri
$2.91M +$26 +1 +0%
CTWM
204
Cherry Tree Wealth Management
Minnesota
$2.83M +$256K +9,783 +10%
W
205
WPWealth
Texas
$2.82M +$6.71K +256 +0.2%
RWM
206
Rockwood Wealth Management
Pennsylvania
$2.79M -$38.9K -1,483 -1%
UWM
207
United Wealth Management
Virginia
$2.73M -$83.7K -3,196 -3%
RCAG
208
Rehmann Capital Advisory Group
Michigan
$2.72M -$8.25K -315 -0.3%
RIM
209
RW Investment Management
Idaho
$2.68M -$20K -764 -0.7%
XPN
210
XY Planning Network
Montana
$2.64M -$135K -5,157 -5%
AWM
211
Axxcess Wealth Management
California
$2.51M +$2.51M +95,823 New
KWA
212
Kingswood Wealth Advisors
California
$2.5M +$27.2K +1,037 +1%
PWS
213
Physician Wealth Solutions
Nevada
$2.49M +$5.74K +219 +0.2%
Goldman Sachs
214
Goldman Sachs
New York
$2.47M +$2.47M +94,456 New
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$2.46M +$326K +12,459 +15%
NWM
216
Northwest Wealth Management
Iowa
$2.4M -$40K -1,525 -2%
AQR Capital Management
217
AQR Capital Management
Connecticut
$2.37M +$1.35M +51,589 +132%
WWM
218
Western Wealth Management
Colorado
$2.37M -$379K -14,481 -14%
CMBA
219
C.M. Bidwell & Associates
Hawaii
$2.29M +$106K +4,044 +5%
CA
220
Clune & Associates
Illinois
$2.27M -$5.06K -193 -0.2%
SIMC
221
Squire Investment Management Company
Utah
$2.21M +$11K +421 +0.5%
Cerity Partners
222
Cerity Partners
New York
$2.2M -$137K -5,240 -6%
PWA
223
Physician Wealth Advisors
Utah
$2.13M +$1.18K +45 +0.1%
BWM
224
BCO Wealth Management
New Mexico
$2.12M +$19K +727 +0.9%
HWA
225
HMV Wealth Advisors
Louisiana
$2.06M – – –
7 8
9
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