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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

427 hedge funds and large institutions have $4.97B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

Holders
427
Holders Change
+31
Holders Change %
+7.83%
% of All Funds
6.26%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.1%
New
60
Increased
163
Reduced
136
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$81M
2
FS
2
Financial Symmetry
North Carolina
$26M
3
MHS
3
M Holdings Securities
Oregon
$25.1M
4
Bank of America
4
Bank of America
North Carolina
$41.8M
5
OIA
5
OneDigital Investment Advisors
Kansas
$22.5M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.05M
2
Jane Street
2
Jane Street
New York
$39.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.3M
5
LEFP
5
Leading Edge Financial Planning
Tennessee
$3.08M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$284M 11,647,730 +142,853 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$261M 10,667,769 -300,822 -3%
LPL Financial
3
LPL Financial
California
$178M 7,274,225 +130,267 +2%
GWA
4
Geometric Wealth Advisors
District of Columbia
$152M 6,208,302 +444,673 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$135M 5,520,308 +111,082 +2%
GT
6
Glenmede Trust
Pennsylvania
$127M 5,189,377 +4,175 +0.1%
MWA
7
Monograph Wealth Advisors
California
$115M 4,723,857 +3,659 +0.1%
Comerica Bank
8
Comerica Bank
Texas
$110M 4,499,060 -155,531 -3%
UBS Group
9
UBS Group
Switzerland
$104M 4,257,023 +51,965 +1%
RA
10
RFG Advisory
Alabama
$104M 4,252,524 +15,883 +0.4%
PL
11
Plancorp LLC
Missouri
$102M 4,197,112 -20,827 -0.5%
AF
12
Alerus Financial
North Dakota
$96.4M 3,948,218 -204,491 -5%
JWA
13
JFS Wealth Advisors
Pennsylvania
$94.4M 3,864,942 -72,466 -2%
AF
14
Allworth Financial
California
$90.3M 3,699,198 +64,424 +2%
AssetMark Inc
15
AssetMark Inc
California
$84.6M 3,463,439 +84,765 +3%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$81M 3,316,028 +3,316,028 New
TFP
17
Triune Financial Partners
Kansas
$77.8M 3,184,861 +72,361 +2%
PCA
18
Prosperity Capital Advisors
Ohio
$76.6M 3,135,467 +429,211 +16%
EAM
19
Evanson Asset Management
California
$70.1M 2,871,582 +560 +0%
CFA
20
Capstone Financial Advisors
Illinois
$68.7M 2,814,437 +7,503 +0.3%
PCI
21
Planning Center Inc
Illinois
$68.4M 2,800,507 +59,581 +2%
GWWM
22
Great Waters Wealth Management
Minnesota
$67.1M 2,795,079 +374,429 +15%
ADL
23
Asset Dedication LLC
California
$60.1M 2,461,072 -143,108 -5%
DADC
24
D.A. Davidson & Co
Montana
$59.6M 2,442,009 +43,262 +2%
CCA
25
Cobblestone Capital Advisors
New York
$55.3M 2,263,109 -43,296 -2%
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