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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.17%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.2%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$268M 11,513,037 +369,357 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$256M 10,989,821 -150,776 -1%
LPL Financial
3
LPL Financial
California
$164M 7,031,722 -20,953 -0.3%
Jane Street
4
Jane Street
New York
$156M 6,672,762 +4,714,694 +241%
GWA
5
Geometric Wealth Advisors
District of Columbia
$132M 5,531,304 +349,883 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$122M 5,228,791 +498,022 +11%
GT
7
Glenmede Trust
Pennsylvania
$121M 5,235,549
MWA
8
Monograph Wealth Advisors
California
$104M 4,482,092 +306,495 +7%
AF
9
Alerus Financial
North Dakota
$101M 4,325,187 +448,676 +12%
PL
10
Plancorp LLC
Missouri
$98.8M 4,236,914 -25,963 -0.6%
UBS Group
11
UBS Group
Switzerland
$95.5M 4,095,926 +1,431,690 +54%
JWA
12
JFS Wealth Advisors
Pennsylvania
$92.4M 3,962,145 +79,339 +2%
RA
13
RFG Advisory
Alabama
$92M 3,947,892 +404,606 +11%
PFO
14
Pathstone Family Office
New Jersey
$81.2M 3,483,757 +56,812 +2%
AF
15
Allworth Financial
California
$78.7M 3,375,947 +282,430 +9%
AssetMark Inc
16
AssetMark Inc
California
$76.8M 3,293,327 +138,755 +4%
TFP
17
Triune Financial Partners
Kansas
$70M 3,003,126 +140,919 +5%
EAM
18
Evanson Asset Management
California
$67M 2,876,149 -58,795 -2%
CFA
19
Capstone Financial Advisors
Illinois
$64.9M 2,786,141 +66,666 +2%
PCI
20
Planning Center Inc
Illinois
$62.8M 2,693,131 +5,869 +0.2%
PCA
21
Prosperity Capital Advisors
Ohio
$60.7M 2,602,364 -163,200 -6%
ADL
22
Asset Dedication LLC
California
$56.7M 2,431,764 +290,331 +14%
DADC
23
D.A. Davidson & Co
Montana
$55.4M 2,375,004 +66,046 +3%
CCA
24
Cobblestone Capital Advisors
New York
$54.2M 2,326,778 +14,897 +0.6%
GWWM
25
Great Waters Wealth Management
Minnesota
$48.8M 2,092,610 +231,666 +12%