DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.39% | 0.39% | #256 | $382.9M | 10.4M | $353.4M | 10.4M | -8,885-0.09% | Reduce | |
| ALERUS FINANCIAL NA | 13.49% | 14.15% | #29 | $308.3M | 8.4M | $285.9M | 8.4M | -47,697-0.57% | Reduce | |
| LPL Financial LLC | 0.07% | 0.08% | #426 | $303.1M | 8.2M | $291.8M | 8.6M | -362,680-4.22% | Reduce | |
| Geometric Wealth Advisors | 31% | 31.71% | #1 | $286.6M | 7.8M | $253.2M | 7.5M | +325,167+4.36% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.06% | 0.06% | #445 | $246.6M | 6.7M | $224.4M | 6.6M | +89,201+1.35% | Add | |
| Allworth Financial LP | 1.03% | 1% | #170 | $242.9M | 6.6M | $246.6M | 7.3M | -664,483-9.15% | Reduce | |
| MONOGRAPH WEALTH ADVISORS, LLC | 19.63% | 19.86% | #16 | $239.1M | 6.5M | $209.5M | 6.2M | +324,177+5.26% | Add | |
| GLENMEDE TRUST CO NA | 0.85% | 0.87% | #182 | $192.4M | 5.2M | $176.9M | 5.2M | +13,825+0.27% | Add | |
| Great Waters Wealth Management | 17.25% | 17.57% | #21 | $186.2M | 5.1M | $166.0M | 4.9M | +167,227+3.42% | Add | |
| FACTORY MUTUAL INSURANCE CO | 1.66% | 1.84% | #130 | $177.1M | 4.8M | $163.3M | 4.8M | 00.00% | Unchanged | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.21% | 0.21% | #326 | $163.9M | 4.5M | $146.9M | 4.3M | +126,418+2.92% | Add | |
| ROYAL BANK OF CANADA | 0.02% | 0.02% | #533 | $142.3M | 3.9M | $128.0M | 3.8M | +93,733+2.49% | Add | |
| Plancorp, LLC | 3.45% | 4.03% | #88 | $141.5M | 3.9M | $141.6M | 3.9M | -38,502-0.98% | Reduce | |
| JFS WEALTH ADVISORS, LLC | 6.88% | 7.1% | #45 | $137.9M | 3.7M | $127.0M | 3.7M | +6,179+0.17% | Add | |
| Triune Financial Partners, LLC | 28.41% | 29.32% | #4 | $136.0M | 3.7M | $123.3M | 3.6M | +62,741+1.73% | Add | |
| Focus Partners Advisor Solutions, LLC | 1.09% | 1.28% | #160 | $128.5M | 3.5M | $126.6M | 3.7M | -238,875-6.41% | Reduce | |
| FIFTH THIRD BANCORP | 0.2% | 0.22% | #332 | $121.4M | 3.3M | $119.3M | 3.5M | -217,544-6.19% | Reduce | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #599 | $118.1M | 3.2M | $83.3M | 2.5M | +754,550+30.79% | Add | |
| ASSETMARK, INC | 0.18% | 0.2% | #341 | $103.7M | 2.8M | $97.7M | 2.9M | -60,890-2.12% | Reduce | |
| D.A. DAVIDSON & CO. | 0.57% | 0.57% | #214 | $102.8M | 2.8M | $94.6M | 2.8M | +7,241+0.26% | Add | |
| UBS Group AG | 0.01% | 0.01% | #571 | $99.6M | 2.7M | $85.6M | 2.5M | +185,117+7.35% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.03% | 0.03% | #518 | $96.8M | 2.6M | $84.8M | 2.5M | +129,907+5.20% | Add | |
| Morton Capital Management LLC/CA | 12.42% | 12.09% | #31 | $90.8M | 2.5M | $81.2M | 2.4M | +73,607+3.08% | Add | |
| Pathstone Holdings, LLC | 0.26% | 0.34% | #295 | $90.7M | 2.5M | $86.3M | 2.5M | -78,529-3.09% | Reduce | |
| Creative Capital Management Investments LLC | 20.69% | 20.97% | #10 | $89.7M | 2.4M | $73.1M | 2.2M | +283,793+13.19% | Add | |
| New Capital Management LP | 20.22% | 20% | #11 | $88.8M | 2.4M | $81.1M | 2.4M | +22,419+0.94% | Add | |
| Planning Center, Inc. | 8.31% | 8.38% | #41 | $88.1M | 2.4M | $82.7M | 2.4M | -42,566-1.75% | Reduce | |
| Core Wealth Management, Inc. | 23.95% | 24.92% | #6 | $85.2M | 2.3M | $81.3M | 2.4M | -80,868-3.38% | Reduce | |
| GeoWealth Management, LLC | 2.68% | 2.93% | #100 | $85.2M | 2.3M | $81.2M | 2.4M | -78,611-3.29% | Reduce | |
| Evanson Financial, LLC | 4.14% | — | #66 | $83.8M | 2.3M | $0 | 0 | +2.3M | New Buy | |
| CAPTRUST FINANCIAL ADVISORS | 0.13% | 0.17% | #381 | $82.2M | 2.2M | $100.3M | 3.0M | -720,234-24.40% | Reduce | |
| JANE STREET GROUP, LLC | 0.01% | <0.01% | #607 | $81.6M | 2.2M | $15.2M | 446,471 | +1.8M+396.05% | Add | |
| Tumwater Wealth Management, LLC | 28.76% | 29.35% | #3 | $79.5M | 2.2M | $73.0M | 2.1M | +10,699+0.50% | Add | |
| Confluence Wealth Services, Inc. | 2.18% | 2.32% | #115 | $76.3M | 2.1M | $59.9M | 1.8M | +306,401+17.37% | Add | |
| Capstone Financial Advisors, Inc. | 3.67% | 3.78% | #82 | $75.3M | 2.0M | $70.2M | 2.1M | -22,270-1.08% | Reduce | |
| Glassman Wealth Services | 8.86% | 9.23% | #38 | $74.0M | 2.0M | $67.9M | 2.0M | +9,813+0.49% | Add | |
| Cardinal Point Capital Management ULC | 4.1% | 4.06% | #68 | $72.3M | 2.0M | $66.2M | 1.9M | +14,722+0.76% | Add | |
| BAKER BOYER NATIONAL BANK | 19.73% | 17.98% | #14 | $71.8M | 1.9M | $59.9M | 1.8M | +187,471+10.64% | Add | |
| Greenspring Advisors, LLC | 3.87% | 4.44% | #76 | $69.8M | 1.9M | $72.8M | 2.1M | -249,306-11.63% | Reduce | |
| BetterWealth, LLC | 11.79% | 12.14% | #34 | $66.6M | 1.8M | $61.9M | 1.8M | -13,593-0.75% | Reduce | |
| LRI Investments, LLC | 4.67% | 4.73% | #61 | $65.7M | 1.8M | $53.5M | 1.6M | +209,707+13.33% | Add | |
| MARS JEWETT FINANCIAL GROUP, INC. | 12.13% | 17.11% | #33 | $59.9M | 1.6M | $54.0M | 1.6M | +36,429+2.29% | Add | |
| Financial Symmetry Inc | 19.71% | 20.1% | #15 | $59.1M | 1.6M | $56.6M | 1.5M | +58,795+3.81% | Add | |
| Trellis Wealth Advisors LLC | 20.19% | 20.96% | #12 | $58.8M | 1.6M | $55.1M | 1.6M | -24,846-1.53% | Reduce | |
| Apella Capital, LLC | 0.83% | 0.88% | #185 | $58.6M | 1.6M | $59.6M | 1.6M | -10,320-0.64% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #652 | $58.1M | 1.6M | $49.5M | 1.5M | +83,505+5.56% | Add | |
| Asset Dedication, LLC | 3.65% | 4.04% | #83 | $57.9M | 1.6M | $57.7M | 1.7M | -125,458-7.39% | Reduce | |
| HFM Investment Advisors, LLC | 19.83% | 20.45% | #13 | $56.5M | 1.5M | $53.2M | 1.6M | -30,318-1.94% | Reduce | |
| Strathmore Capital Advisors, Inc. | 14.65% | 14.39% | #27 | $54.4M | 1.5M | $50.9M | 1.4M | +90,634+6.47% | Add | |
| Altiora Financial Group, LLC | 8.53% | 8.1% | #40 | $54.1M | 1.5M | $49.2M | 1.4M | +21,828+1.51% | Add |