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Dimensional World ex US Core Equity 2 ETF
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Overview Fund Activity

552 hedge funds and large institutions have $6.19B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 210 increasing their positions, 194 reducing their positions, and 24 closing their positions.

Holders
552
Holders Change
+18
Holders Change %
+3.37%
% of All Funds
7.5%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
1.21%
New
55
Increased
210
Reduced
194
Closed
24
Calls
$178K
Puts
–
Net Calls
+$178K
Net Calls Change
+$128K

Top Buyers

1
RA
1
RFG Advisory
Alabama
$151M
2
HIA
2
HFM Investment Advisors
New Jersey
$44M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$74.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$90.1M
5
AF
5
Allworth Financial
California
$138M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$901K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$133M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$202M
4
EP
4
Essential Planning
New Hampshire
$234K
5
EFP
5
Elser Financial Planning
Indiana
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$280M 10,688,333 -279,950 -3%
GWA
2
Geometric Wealth Advisors
District of Columbia
$208M 7,930,849 +367,993 +5%
LPL Financial
3
LPL Financial
California
$205M 7,838,369 +262,683 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$202M 7,701,257 -636,704 -8%
RA
5
RFG Advisory
Alabama
$151M 5,744,314 +1,916,305 +50%
MWA
6
Monograph Wealth Advisors
California
$145M 5,541,283 +58,125 +1%
AF
7
Allworth Financial
California
$138M 5,176,023 +431,557 +9%
GT
8
Glenmede Trust
Pennsylvania
$134M 5,117,849 +24,167 +0.5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$133M 5,083,408 -943,138 -16%
GWWM
10
Great Waters Wealth Management
Minnesota
$114M 4,355,586 -250,738 -5%
PL
11
Plancorp LLC
Missouri
$108M 4,120,996 -18,501 -0.4%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$104M 3,987,815 +146,941 +4%
JWA
13
JFS Wealth Advisors
Pennsylvania
$100M 3,817,600 +22,007 +0.6%
TFP
14
Triune Financial Partners
Kansas
$96.9M 3,699,437 +8,252 +0.2%
AssetMark Inc
15
AssetMark Inc
California
$96.8M 3,694,150 -24,041 -0.6%
Comerica Bank
16
Comerica Bank
Texas
$92.9M 3,544,326 -273,780 -7%
AF
17
Alerus Financial
North Dakota
$92.6M 3,535,218 -12,865 -0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$90.1M 3,439,056 +532,838 +18%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$83.3M 3,179,123 +13,260 +0.4%
PCI
20
Planning Center Inc
Illinois
$76.4M 2,916,306 +1,559 +0.1%
FMI
21
Factory Mutual Insurance
Massachusetts
$74.9M 2,860,480 +923,000 +48%
DADC
22
D.A. Davidson & Co
Montana
$72.5M 2,766,610 +101,290 +4%
CCA
23
Cobblestone Capital Advisors
New York
$72M 2,749,541 +270,443 +11%
GM
24
GeoWealth Management
Illinois
$69.9M 2,668,377 -83,370 -3%
UBS Group
25
UBS Group
Switzerland
$69.1M 2,637,844 -109,503 -4%
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