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Dimensional World ex US Core Equity 2 ETF

557 hedge funds and large institutions have $6.2B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 213 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

7% more capital invested

Capital invested by funds: $5.78B → $6.2B (+$417M)

4% more funds holding

Funds holding: 536557 (+21)

3% more funds holding in top 10

Funds holding in top 10: 8790 (+3)

10% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 194

0.67% less ownership

Funds ownership: 82.11%81.44% (-0.67%)

Holders
557
Holders Change
+21
Holders Change %
+3.92%
% of All Funds
7.47%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.21%
New
57
Increased
213
Reduced
194
Closed
24
Calls
$178K
Puts
Net Calls
+$178K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
201
KEB Asset Management
Illinois
$2.96M -$38.8K -1,493 -1%
Morgan Stanley
202
Morgan Stanley
New York
$2.95M +$7.35K +283 +0.3%
BGWM
203
Bridge Generations Wealth Management
Florida
$2.92M -$194K -7,481 -6%
Stifel Financial
204
Stifel Financial
Missouri
$2.91M +$26 +1 +0%
CTWM
205
Cherry Tree Wealth Management
Minnesota
$2.83M +$254K +9,783 +10%
W
206
WPWealth
Texas
$2.82M +$6.65K +256 +0.2%
RWM
207
Rockwood Wealth Management
Pennsylvania
$2.79M -$38.5K -1,483 -1%
UWM
208
United Wealth Management
Virginia
$2.73M -$83K -3,196 -3%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$2.72M -$8.18K -315 -0.3%
RIM
210
RW Investment Management
Idaho
$2.68M -$19.8K -764 -0.7%
XPN
211
XY Planning Network
Montana
$2.64M -$134K -5,157 -5%
AWM
212
Axxcess Wealth Management
California
$2.51M +$2.49M +95,823 New
KWA
213
Kingswood Wealth Advisors
California
$2.5M +$26.9K +1,037 +1%
PWS
214
Physician Wealth Solutions
Nevada
$2.49M +$5.69K +219 +0.2%
Goldman Sachs
215
Goldman Sachs
New York
$2.47M +$2.45M +94,456 New
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$2.46M +$323K +12,459 +15%
NWM
217
Northwest Wealth Management
Iowa
$2.4M -$39.6K -1,525 -2%
AQR Capital Management
218
AQR Capital Management
Connecticut
$2.37M +$1.34M +51,589 +132%
WWM
219
Western Wealth Management
Colorado
$2.37M -$376K -14,481 -14%
CMBA
220
C.M. Bidwell & Associates
Hawaii
$2.29M +$105K +4,044 +5%
CA
221
Clune & Associates
Illinois
$2.27M -$5.01K -193 -0.2%
SIMC
222
Squire Investment Management Company
Utah
$2.21M +$10.9K +421 +0.5%
Cerity Partners
223
Cerity Partners
New York
$2.2M -$136K -5,240 -6%
PWA
224
Physician Wealth Advisors
Utah
$2.13M +$1.17K +45 +0.1%
BWM
225
BCO Wealth Management
New Mexico
$2.12M +$18.9K +727 +0.9%