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Dimensional World ex US Core Equity 2 ETF

557 hedge funds and large institutions have $6.2B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 213 increasing their positions, 194 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

7% more capital invested

Capital invested by funds: $5.78B → $6.2B (+$417M)

4% more funds holding

Funds holding: 536557 (+21)

3% more funds holding in top 10

Funds holding in top 10: 8790 (+3)

10% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 194

0.67% less ownership

Funds ownership: 82.11%81.44% (-0.67%)

Holders
557
Holders Change
+21
Holders Change %
+3.92%
% of All Funds
7.47%
Holding in Top 10
90
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.45%
% of All Funds
1.21%
New
57
Increased
213
Reduced
194
Closed
24
Calls
$178K
Puts
Net Calls
+$178K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$280M -$7.27M -279,950 -3%
GWA
2
Geometric Wealth Advisors
District of Columbia
$208M +$9.55M +367,993 +5%
LPL Financial
3
LPL Financial
California
$205M +$6.82M +262,683 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$202M -$16.5M -636,704 -8%
RA
5
RFG Advisory
Alabama
$151M +$49.8M +1,916,305 +50%
MWA
6
Monograph Wealth Advisors
California
$145M +$1.51M +58,125 +1%
AF
7
Allworth Financial
California
$138M +$11.2M +431,557 +9%
GT
8
Glenmede Trust
Pennsylvania
$134M +$627K +24,167 +0.5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$133M -$24.5M -943,138 -16%
GWWM
10
Great Waters Wealth Management
Minnesota
$114M -$6.51M -250,738 -5%
PL
11
Plancorp LLC
Missouri
$108M -$480K -18,501 -0.4%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$104M +$3.81M +146,941 +4%
JWA
13
JFS Wealth Advisors
Pennsylvania
$100M +$571K +22,007 +0.6%
TFP
14
Triune Financial Partners
Kansas
$96.9M +$214K +8,252 +0.2%
AssetMark Inc
15
AssetMark Inc
California
$96.8M -$624K -24,041 -0.6%
Comerica Bank
16
Comerica Bank
Texas
$92.9M -$7.11M -273,780 -7%
AF
17
Alerus Financial
North Dakota
$92.6M -$334K -12,865 -0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$90.1M +$13.8M +532,838 +18%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$83.3M +$344K +13,260 +0.4%
PCI
20
Planning Center Inc
Illinois
$76.4M +$40.5K +1,559 +0.1%
FMI
21
Factory Mutual Insurance
Massachusetts
$74.9M +$24M +923,000 +48%
DADC
22
D.A. Davidson & Co
Montana
$72.5M +$2.63M +101,290 +4%
CCA
23
Cobblestone Capital Advisors
New York
$72M +$7.02M +270,443 +11%
GM
24
GeoWealth Management
Illinois
$69.9M -$2.16M -83,370 -3%
UBS Group
25
UBS Group
Switzerland
$69.1M -$2.84M -109,503 -4%