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Dimensional World ex US Core Equity 2 ETF

377 hedge funds and large institutions have $4.06B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 16 closing their positions.

Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
6.03%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.3%
New
31
Increased
158
Reduced
126
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
$257M 11,140,597 -286,567 -3%
BSW
2
Buckingham Strategic Wealth
Missouri
$241M 11,143,680
LPL Financial
3
LPL Financial
California
$163M 7,052,675 +115,586 +2%
GWA
4
Geometric Wealth Advisors
District of Columbia
$121M 5,181,421 +289,048 +6%
GT
5
Glenmede Trust
Pennsylvania
$121M 5,235,549 +67,830 +1%
PL
6
Plancorp LLC
Missouri
$98.3M 4,262,877 -28,674 -0.7%
MWA
7
Monograph Wealth Advisors
California
$96.3M 4,175,597 +249,159 +6%
JWA
8
JFS Wealth Advisors
Pennsylvania
$89.5M 3,882,806 +25,980 +0.7%
AF
9
Alerus Financial
North Dakota
$89.4M 3,876,511 -39,725 -1%
RA
10
RFG Advisory
Alabama
$81.7M 3,543,286 +223,250 +7%
PFO
11
Pathstone Family Office
New Jersey
$79M 3,426,945 -3,361,885 -50%
AssetMark Inc
12
AssetMark Inc
California
$72.7M 3,154,572 +72,332 +2%
AF
13
Allworth Financial
California
$71.3M 3,093,517 +258,756 +9%
EAM
14
Evanson Asset Management
California
$67.7M 2,934,944 -126,146 -4%
TFP
15
Triune Financial Partners
Kansas
$66M 2,862,207 +129,607 +5%
PCA
16
Prosperity Capital Advisors
Ohio
$63.8M 2,765,564 +1,450,234 +110%
PCI
17
Planning Center Inc
Illinois
$63.5M 2,687,262 -153,288 -5%
CFA
18
Capstone Financial Advisors
Illinois
$62.7M 2,719,475 +32,382 +1%
UBS Group
19
UBS Group
Switzerland
$61.4M 2,664,236 +211,370 +9%
GA
20
Greenspring Advisors
Maryland
$56M 2,430,382 +481,886 +25%
CCA
21
Cobblestone Capital Advisors
New York
$53.3M 2,311,881 +7,984 +0.3%
DADC
22
D.A. Davidson & Co
Montana
$53.2M 2,308,958 +19,668 +0.9%
ADL
23
Asset Dedication LLC
California
$49.4M 2,141,433 +291,313 +16%
CWM
24
Core Wealth Management
Florida
$45.7M 1,981,440 -585 -0%
Jane Street
25
Jane Street
New York
$45.2M 1,958,068 -2,421,329 -55%