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Dimensional World ex US Core Equity 2 ETF

368 hedge funds and large institutions have $4.02B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 16 closing their positions.

Holders
368
Holders Change
+53
Holders Change %
+16.83%
% of All Funds
5.94%
Holding in Top 10
79
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+29.51%
% of All Funds
1.27%
New
79
Increased
131
Reduced
113
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$247M 11,427,164 +456,417 +4%
BSW
2
Buckingham Strategic Wealth
Missouri
$241M 11,143,680 +577,510 +5%
LPL Financial
3
LPL Financial
California
$150M 6,937,089 +25,734 +0.4%
PFO
4
Pathstone Family Office
New Jersey
$146M 6,788,830 -167,458 -2%
GT
5
Glenmede Trust
Pennsylvania
$112M 5,167,719 -104,683 -2%
GWA
6
Geometric Wealth Advisors
District of Columbia
$106M 4,892,373 +315,112 +7%
Comerica Bank
7
Comerica Bank
Texas
$100M 4,331,349 -240,322 -5%
Jane Street
8
Jane Street
New York
$94.6M 4,379,397 +3,655,321 +505%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$93.7M 4,338,736 +1,607,649 +59%
PL
10
Plancorp LLC
Missouri
$92.7M 4,291,551 +75,765 +2%
MWA
11
Monograph Wealth Advisors
California
$84.8M 3,926,438 +261,099 +7%
AF
12
Alerus Financial
North Dakota
$84.6M 3,916,236 +50,637 +1%
JWA
13
JFS Wealth Advisors
Pennsylvania
$83.3M 3,856,826 +12,903 +0.3%
RA
14
RFG Advisory
Alabama
$77.3M 3,320,036 +3,051,469 +1,136%
AssetMark Inc
15
AssetMark Inc
California
$66.6M 3,082,240 +150,656 +5%
EAM
16
Evanson Asset Management
California
$66.1M 3,061,090 -93,563 -3%
PCI
17
Planning Center Inc
Illinois
$61.4M 2,840,550 +1,340,346 +89%
AF
18
Allworth Financial
California
$61.2M 2,834,761 +274,557 +11%
TFP
19
Triune Financial Partners
Kansas
$59M 2,732,600 +106,111 +4%
CFA
20
Capstone Financial Advisors
Illinois
$58M 2,687,093 +133,240 +5%
UBS Group
21
UBS Group
Switzerland
$53M 2,452,866 +36,379 +2%
CCA
22
Cobblestone Capital Advisors
New York
$49.8M 2,303,897 -183,660 -7%
DADC
23
D.A. Davidson & Co
Montana
$49.4M 2,289,290 +32,870 +1%
CWM
24
Core Wealth Management
Florida
$42.8M 1,982,025 +1,982,025 New
GA
25
Greenspring Advisors
Maryland
$42.1M 1,948,496 -140,233 -7%