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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.44%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
Comerica Bank
2
Comerica Bank
Texas
$95.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
GWA
4
Geometric Wealth Advisors
District of Columbia
$75.7M
5
PFO
5
Pathstone Family Office
New Jersey
$74.2M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
AF
2
Advisornet Financial
Minnesota
$87K
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.88M
4
AF
4
Alerus Financial
North Dakota
$61.4M
5
WIM
5
Warwick Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$229M 10,672,425 -39,949 -0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$187M 8,737,455 +3,661,556 +72%
LPL Financial
3
LPL Financial
California
$143M 6,689,882 +6,689,882 New
GT
4
Glenmede Trust
Pennsylvania
$118M 5,497,798 -248,060 -4%
MWA
5
Monograph Wealth Advisors
California
$96.4M 4,495,524 -20,510 -0.5%
Comerica Bank
6
Comerica Bank
Texas
$95.7M 4,459,661 +4,459,661 New
PL
7
Plancorp LLC
Missouri
$90.9M 4,237,396 -42,056 -1%
CCA
8
Cobblestone Capital Advisors
New York
$83.4M 3,890,310 +2,432,334 +167%
JWA
9
JFS Wealth Advisors
Pennsylvania
$81.8M 3,816,949 +36,666 +1%
GWA
10
Geometric Wealth Advisors
District of Columbia
$75.7M 3,529,524 +3,529,524 New
PFO
11
Pathstone Family Office
New Jersey
$74.2M 3,460,856 +3,460,856 New
EAM
12
Evanson Asset Management
California
$69.4M 3,238,666 +143,186 +5%
AF
13
Alerus Financial
North Dakota
$61.4M 2,866,129 -777,221 -21%
AssetMark Inc
14
AssetMark Inc
California
$60.2M 2,806,674 +251,894 +10%
TFP
15
Triune Financial Partners
Kansas
$53.1M 2,476,455 +106,994 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$50.6M 2,360,603 +177,781 +8%
AF
17
Allworth Financial
California
$47M 2,190,985 +627,029 +40%
GA
18
Greenspring Advisors
Maryland
$46M 2,145,127 +66,908 +3%
UBS Group
19
UBS Group
Switzerland
$43.5M 2,026,854 -27,917 -1%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$40.2M 1,876,334 +64,838 +4%
MCM
21
Morton Capital Management
California
$38.9M 1,813,824 +104,851 +6%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.2M 1,781,321 -40,816 -2%
BBNB
23
Baker Boyer National Bank
Washington
$37M 1,727,919 +12,766 +0.7%
CFA
24
Capstone Financial Advisors
Illinois
$32.7M 1,526,328 -312,167 -17%
CPA
25
Cardiff Park Advisors
California
$31.8M 1,482,113 +116,281 +9%
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