DFAX icon

Dimensional World ex US Core Equity 2 ETF

396 hedge funds and large institutions have $4.67B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 178 increasing their positions, 131 reducing their positions, and 20 closing their positions.

Holders
396
Holders Change
+5
Holders Change %
+1.28%
% of All Funds
6.31%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
1.23%
New
28
Increased
178
Reduced
131
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$259M 11,504,877 -8,160 -0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$247M 10,968,591 -21,230 -0.2%
LPL Financial
3
LPL Financial
California
$161M 7,143,958 +112,236 +2%
SIS
4
Strategic Investment Solutions
Illinois
$152M 6,496,297 +6,433,844 +10,302%
GWA
5
Geometric Wealth Advisors
District of Columbia
$130M 5,763,629 +232,325 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$122M 5,409,226 +180,435 +3%
GT
7
Glenmede Trust
Pennsylvania
$117M 5,185,202 -50,347 -1%
Jane Street
8
Jane Street
New York
$117M 5,179,874 -1,492,888 -22%
MWA
9
Monograph Wealth Advisors
California
$106M 4,720,198 +238,106 +5%
Comerica Bank
10
Comerica Bank
Texas
$105M 4,654,591 +4,654,591 New
RA
11
RFG Advisory
Alabama
$95.4M 4,236,641 +288,749 +7%
PL
12
Plancorp LLC
Missouri
$95M 4,217,939 -18,975 -0.4%
UBS Group
13
UBS Group
Switzerland
$94.7M 4,205,058 +109,132 +3%
AF
14
Alerus Financial
North Dakota
$93.5M 4,152,709 -172,478 -4%
JWA
15
JFS Wealth Advisors
Pennsylvania
$88.7M 3,937,408 -24,737 -0.6%
AF
16
Allworth Financial
California
$81.9M 3,634,774 +258,827 +8%
AssetMark Inc
17
AssetMark Inc
California
$76M 3,378,674 +85,347 +3%
PFO
18
Pathstone Family Office
New Jersey
$73.7M 3,273,413 -210,344 -6%
TFP
19
Triune Financial Partners
Kansas
$70.1M 3,112,500 +109,374 +4%
EAM
20
Evanson Asset Management
California
$64.7M 2,871,022 -5,127 -0.2%
CFA
21
Capstone Financial Advisors
Illinois
$63.2M 2,806,934 +20,793 +0.7%
PCI
22
Planning Center Inc
Illinois
$61.7M 2,740,926 +47,795 +2%
PCA
23
Prosperity Capital Advisors
Ohio
$60.9M 2,706,256 +103,892 +4%
ADL
24
Asset Dedication LLC
California
$58.6M 2,604,180 +172,416 +7%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$54.2M 2,406,238 +467,474 +24%