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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

304 hedge funds and large institutions have $3.24B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 13 closing their positions.

Holders
304
Holders Change
+87
Holders Change %
+40.09%
% of All Funds
4.69%
Holding in Top 10
66
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+186.96%
% of All Funds
1.02%
New
101
Increased
102
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWA
1
Monograph Wealth Advisors
California
$108M
2
GWA
2
Geometric Wealth Advisors
District of Columbia
$94.5M
3
EVM
3
Eaton Vance Management
Massachusetts
$86.8M
4
TFP
4
Triune Financial Partners
Kansas
$60.9M
5
GA
5
Greenspring Advisors
Maryland
$53.6M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$329K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
EAM
3
Evanson Asset Management
California
$81.8M
4
SWM
4
Soundmark Wealth Management
Washington
$11.2M
5
CWM
5
Cedar Wealth Management
California
$6.84M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$283M 10,837,956 +84,969 +0.8%
GT
2
Glenmede Trust
Pennsylvania
$152M 5,817,362 -47,203 -0.8%
LPL Financial
3
LPL Financial
California
$140M 5,354,596 +1,121,706 +26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$134M 5,143,862 +27,402 +0.5%
PL
5
Plancorp LLC
Missouri
$112M 4,284,346 -37,697 -0.9%
MWA
6
Monograph Wealth Advisors
California
$108M 4,132,499 +4,132,499 New
GWA
7
Geometric Wealth Advisors
District of Columbia
$94.5M 3,619,808 +3,619,808 New
AF
8
Alerus Financial
North Dakota
$93.6M 3,585,575 +365,382 +11%
JWA
9
JFS Wealth Advisors
Pennsylvania
$90.2M 3,455,885 -19,839 -0.6%
EVM
10
Eaton Vance Management
Massachusetts
$86.8M 3,323,255 +3,323,255 New
EAM
11
Evanson Asset Management
California
$81.8M 3,134,563 -443,225 -12%
TFP
12
Triune Financial Partners
Kansas
$60.9M 2,331,850 +2,331,850 New
AssetMark Inc
13
AssetMark Inc
California
$55.6M 2,131,029 +148,484 +7%
CFA
14
Capstone Financial Advisors
Illinois
$54.3M 2,080,836 +108,392 +5%
GA
15
Greenspring Advisors
Maryland
$53.6M 2,053,758 +2,053,758 New
UBS Group
16
UBS Group
Switzerland
$50.6M 1,939,712 -8,117 -0.4%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.8M 1,867,635 +9,454 +0.5%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$47M 1,800,140 +1,800,140 New
BBNB
19
Baker Boyer National Bank
Washington
$44.8M 1,716,347 +1,716,347 New
MCM
20
Morton Capital Management
California
$43.5M 1,664,211 +1,664,211 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$38.3M 1,468,648 +543,649 +59%
AF
22
Allworth Financial
California
$38.1M 1,460,176 +456,722 +46%
CPA
23
Cardiff Park Advisors
California
$36.9M 1,412,526 +1,412,526 New
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$36.6M 1,402,119 +12,205 +0.9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$35.8M 1,369,952 +150,796 +12%
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