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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

534 hedge funds and large institutions have $5.77B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 30 closing their positions.

Holders
534
Holders Change
+53
Holders Change %
+11.02%
% of All Funds
7.11%
Holding in Top 10
86
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.81%
% of All Funds
1.15%
New
90
Increased
217
Reduced
141
Closed
30
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
TWM
1
Tumwater Wealth Management
Idaho
$53.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$72.2M
3
Raymond James Financial
3
Raymond James Financial
Florida
$37.2M
4
MSWM
4
Master's Wealth Management
Pennsylvania
$31.4M
5
GM
5
GeoWealth Management
Illinois
$68.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$68.3M
2
Jane Street
2
Jane Street
New York
$413K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$207M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$273M 10,968,283 -145,741 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$207M 8,337,961 -756,495 -8%
LPL Financial
3
LPL Financial
California
$188M 7,575,686 +83,646 +1%
GWA
4
Geometric Wealth Advisors
District of Columbia
$188M 7,562,856 +364,596 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$150M 6,026,546 +324,453 +6%
MWA
6
Monograph Wealth Advisors
California
$136M 5,483,158 -150,021 -3%
GT
7
Glenmede Trust
Pennsylvania
$127M 5,093,682 -63,411 -1%
AF
8
Allworth Financial
California
$120M 4,744,466 +159,216 +3%
GWWM
9
Great Waters Wealth Management
Minnesota
$115M 4,606,324 +710,723 +18%
PL
10
Plancorp LLC
Missouri
$103M 4,139,497 -20,926 -0.5%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$95.5M 3,840,874 +934,894 +32%
RA
12
RFG Advisory
Alabama
$95.2M 3,828,009 +254,240 +7%
Comerica Bank
13
Comerica Bank
Texas
$94.9M 3,818,106 -273,105 -7%
JWA
14
JFS Wealth Advisors
Pennsylvania
$94.4M 3,795,593 +13,668 +0.4%
AssetMark Inc
15
AssetMark Inc
California
$92.4M 3,718,191 +66,158 +2%
TFP
16
Triune Financial Partners
Kansas
$91.8M 3,691,185 +188,612 +5%
AF
17
Alerus Financial
North Dakota
$88.2M 3,548,083 -40,997 -1%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$78.7M 3,165,863 -93,681 -3%
PCI
19
Planning Center Inc
Illinois
$72.5M 2,914,747 +37,252 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$72.2M 2,906,218 +1,772,933 +156%
GM
21
GeoWealth Management
Illinois
$68.4M 2,751,747 +1,241,761 +82%
UBS Group
22
UBS Group
Switzerland
$68.3M 2,747,347 -1,783,420 -39%
DADC
23
D.A. Davidson & Co
Montana
$66.3M 2,665,320 +66,311 +3%
EAM
24
Evanson Asset Management
California
$65.6M 2,638,492 +12,943 +0.5%
CCA
25
Cobblestone Capital Advisors
New York
$61.6M 2,479,098 +11,249 +0.5%
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