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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

481 hedge funds and large institutions have $5.74B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 162 reducing their positions, and 19 closing their positions.

Holders
481
Holders Change
+12
Holders Change %
+2.56%
% of All Funds
6.96%
Holding in Top 10
73
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
36
Increased
186
Reduced
162
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$300M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$52.3M
3
AF
3
Allworth Financial
California
$124M
4
GWWM
4
Great Waters Wealth Management
Minnesota
$105M
5
AL
5
Aspiriant LLC
California
$19.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.3M
2
RA
2
RFG Advisory
Alabama
$96.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.4K
4
CFA
4
Capstone Financial Advisors
Illinois
$60.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$246M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$300M 11,114,024 +11,114,024 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$246M 9,094,456 -636,883 -7%
LPL Financial
3
LPL Financial
California
$202M 7,492,040 +116,080 +2%
GWA
4
Geometric Wealth Advisors
District of Columbia
$194M 7,198,260 -112,676 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$154M 5,702,093 +280,571 +5%
MWA
6
Monograph Wealth Advisors
California
$152M 5,633,179 +122,873 +2%
GT
7
Glenmede Trust
Pennsylvania
$139M 5,157,093 -20,927 -0.4%
AF
8
Allworth Financial
California
$124M 4,585,250 +907,930 +25%
UBS Group
9
UBS Group
Switzerland
$122M 4,530,767 +200,096 +5%
PL
10
Plancorp LLC
Missouri
$112M 4,160,423 -21,981 -0.5%
Comerica Bank
11
Comerica Bank
Texas
$111M 4,091,211 -168,376 -4%
GWWM
12
Great Waters Wealth Management
Minnesota
$105M 3,895,601 +505,162 +15%
JWA
13
JFS Wealth Advisors
Pennsylvania
$102M 3,781,925 -3,460 -0.1%
AssetMark Inc
14
AssetMark Inc
California
$98.6M 3,652,033 +47,105 +1%
AF
15
Alerus Financial
North Dakota
$96.9M 3,589,080 -295,463 -8%
RA
16
RFG Advisory
Alabama
$96.5M 3,573,769 -1,099,604 -24%
TFP
17
Triune Financial Partners
Kansas
$94.6M 3,502,573 +151,248 +5%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$88M 3,259,544 -11,098 -0.3%
FPAS
19
Focus Partners Advisor Solutions
Missouri
$78.5M 2,905,980 -83,084 -3%
PCI
20
Planning Center Inc
Illinois
$77.7M 2,877,495 +29,178 +1%
EAM
21
Evanson Asset Management
California
$70.9M 2,625,549 +10,259 +0.4%
DADC
22
D.A. Davidson & Co
Montana
$70.2M 2,599,009 +59,278 +2%
ADL
23
Asset Dedication LLC
California
$68.2M 2,524,409 -39,101 -2%
CCA
24
Cobblestone Capital Advisors
New York
$66.7M 2,467,849 +18,648 +0.8%
CFA
25
Capstone Financial Advisors
Illinois
$60.3M 2,234,354 -639,247 -22%
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