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Dimensional World ex US Core Equity 2 ETF

667 hedge funds and large institutions have $8.35B invested in Dimensional World ex US Core Equity 2 ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 250 increasing their positions, 195 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 20

28% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 195

25% more funds holding in top 10

Funds holding in top 10: 88110 (+22)

11% more funds holding

Funds holding: 601667 (+66)

11% more capital invested

Capital invested by funds: $7.54B → $8.35B (+$806M)

2.75% more ownership

Funds ownership: 78.86%81.62% (+2.8%)

Holders
667
Holders Change
+66
Holders Change %
+10.98%
% of All Funds
8.12%
Holding in Top 10
110
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+25%
% of All Funds
1.34%
New
99
Increased
250
Reduced
195
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$349M -$9.57M -299,983 -3%
AF
2
Alerus Financial
North Dakota
$276M +$1.66M +52,029 +0.6%
LPL Financial
3
LPL Financial
California
$264M -$644K -20,202 -0.2%
GWA
4
Geometric Wealth Advisors
District of Columbia
$241M +$1.83M +57,353 +0.8%
AF
5
Allworth Financial
California
$216M -$8.01M -251,130 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$215M -$3.4M -106,490 -2%
MWA
7
Monograph Wealth Advisors
California
$198M +$2.92M +91,583 +2%
GT
8
Glenmede Trust
Pennsylvania
$168M +$164M +5,142,715 New
GWWM
9
Great Waters Wealth Management
Minnesota
$159M +$9.9M +310,432 +7%
FMI
10
Factory Mutual Insurance
Massachusetts
$157M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$134M -$23.5M -736,476 -15%
PL
12
Plancorp LLC
Missouri
$131M -$1.79M -56,039 -1%
TFP
13
Triune Financial Partners
Kansas
$126M -$1.92M -60,112 -2%
JWA
14
JFS Wealth Advisors
Pennsylvania
$124M +$623K +19,522 +0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$121M -$3.81M -119,371 -3%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$113M +$12.7M +396,594 +13%
Comerica Bank
17
Comerica Bank
Texas
$110M -$1.69M -53,004 -2%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$94.9M +$83.8M +2,627,345 +970%
AssetMark Inc
19
AssetMark Inc
California
$94.6M -$442K -13,869 -0.5%
DADC
20
D.A. Davidson & Co
Montana
$92.1M +$543K +17,017 +0.6%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$86.8M -$4.49M -140,797 -5%
PCI
22
Planning Center Inc
Illinois
$85.4M -$6.3M -197,376 -7%
GM
23
GeoWealth Management
Illinois
$79.5M +$1.21M +38,049 +2%
CWM
24
Core Wealth Management
Florida
$78.5M -$639K -20,039 -0.8%
NCM
25
New Capital Management
Texas
$77M +$486K +15,241 +0.7%