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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

448 hedge funds and large institutions have $5.25B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.5%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$38.1M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$72.6M
3
LI
3
LRI Investments
Florida
$25.4M
4
CPCM
4
Cardinal Point Capital Management
Ontario, Canada
$25.1M
5
SFS
5
Sowell Financial Services
Arkansas
$16.7M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$49.5M
2
Jane Street
2
Jane Street
New York
$15.4M
3
MHS
3
M Holdings Securities
Oregon
$597K
4
OMC
4
Old Mission Capital
Illinois
$2.45M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$293M 11,533,051 -114,679 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$279M 10,969,757 +301,988 +3%
LPL Financial
3
LPL Financial
California
$189M 7,416,173 +141,948 +2%
GWA
4
Geometric Wealth Advisors
District of Columbia
$164M 6,444,509 +236,207 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$146M 5,732,153 +211,845 +4%
GT
6
Glenmede Trust
Pennsylvania
$133M 5,212,247 +22,870 +0.4%
MWA
7
Monograph Wealth Advisors
California
$131M 5,165,363 +441,506 +9%
RA
8
RFG Advisory
Alabama
$115M 4,515,992 +263,468 +6%
Comerica Bank
9
Comerica Bank
Texas
$114M 4,496,412 -2,648 -0.1%
UBS Group
10
UBS Group
Switzerland
$113M 4,427,335 +170,312 +4%
PL
11
Plancorp LLC
Missouri
$107M 4,190,989 -6,123 -0.1%
AF
12
Alerus Financial
North Dakota
$99.6M 3,914,964 -33,254 -0.8%
JWA
13
JFS Wealth Advisors
Pennsylvania
$96.7M 3,801,476 -63,466 -2%
AF
14
Allworth Financial
California
$93.7M 3,682,172 -17,026 -0.5%
AssetMark Inc
15
AssetMark Inc
California
$91.5M 3,598,076 +134,637 +4%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$83.5M 3,282,227 -33,801 -1%
TFP
17
Triune Financial Partners
Kansas
$81.7M 3,212,168 +27,307 +0.9%
GWWM
18
Great Waters Wealth Management
Minnesota
$76.9M 3,023,687 +228,608 +8%
CFA
19
Capstone Financial Advisors
Illinois
$73M 2,871,232 +56,795 +2%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$72.6M 2,853,176 +1,044,956 +58%
EAM
21
Evanson Asset Management
California
$72.2M 2,836,700 -34,882 -1%
PCI
22
Planning Center Inc
Illinois
$72M 2,832,063 +31,556 +1%
ADL
23
Asset Dedication LLC
California
$66.8M 2,625,551 +164,479 +7%
DADC
24
D.A. Davidson & Co
Montana
$63.6M 2,499,282 +57,273 +2%
CCA
25
Cobblestone Capital Advisors
New York
$61.1M 2,403,592 +140,483 +6%
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