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Dimensional World ex US Core Equity 2 ETF

601 hedge funds and large institutions have $7.54B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 235 increasing their positions, 202 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

16% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 202

8% more capital invested

Capital invested by funds: $6.97B → $7.54B (+$571M)

2% more funds holding in top 10

Funds holding in top 10: 8688 (+2)

1% more funds holding

Funds holding: 597601 (+4)

0.73% less ownership

Funds ownership: 79.59%78.86% (-0.73%)

Holders
601
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
7.89%
Holding in Top 10
88
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.33%
% of All Funds
1.16%
New
36
Increased
235
Reduced
202
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$344M +$20.3M +668,899 +6%
AF
2
Alerus Financial
North Dakota
$263M +$147M +4,842,439 +137%
LPL Financial
3
LPL Financial
California
$254M +$1.9M +62,544 +0.8%
GWA
4
Geometric Wealth Advisors
District of Columbia
$229M +$8.97M +295,282 +4%
AF
5
Allworth Financial
California
$215M +$17.6M +581,087 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$209M -$28.8M -949,407 -12%
MWA
7
Monograph Wealth Advisors
California
$187M +$6.68M +220,076 +4%
GIM
8
Glenmede Investment Management
Pennsylvania
$161M +$4.98K +164 +0%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$151M -$3.54M -116,537 -2%
FMI
10
Factory Mutual Insurance
Massachusetts
$151M +$59.1M +1,946,150 +68%
GWWM
11
Great Waters Wealth Management
Minnesota
$142M +$5.85M +192,591 +4%
PL
12
Plancorp LLC
Missouri
$127M -$1.09M -35,827 -0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$120M -$7.04M -231,690 -6%
JWA
14
JFS Wealth Advisors
Pennsylvania
$118M -$678K -22,329 -0.6%
TFP
15
Triune Financial Partners
Kansas
$116M +$1.51M +49,674 +1%
Comerica Bank
16
Comerica Bank
Texas
$107M -$1.16M -38,112 -1%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$95.8M -$19.2M -632,916 -17%
AssetMark Inc
18
AssetMark Inc
California
$91.2M +$869K +28,602 +1%
PCI
19
Planning Center Inc
Illinois
$88.1M -$1.35M -44,453 -2%
DADC
20
D.A. Davidson & Co
Montana
$87.8M +$951K +31,328 +1%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$87.7M -$6.3M -207,310 -7%
CCA
22
Cobblestone Capital Advisors
New York
$86.7M +$314K +10,344 +0.4%
CWM
23
Core Wealth Management
Florida
$75.9M +$596K +19,625 +0.8%
GM
24
GeoWealth Management
Illinois
$75M -$1.75M -57,502 -2%
EAM
25
Evanson Asset Management
California
$73.7M -$1.06M -35,001 -1%