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Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 85

13% more funds holding

Funds holding: 284322 (+38)

11.35% more ownership

Funds ownership: 58.98%70.33% (+11%)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$303M)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.42%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DT
226
Diversified Trust
Tennessee
$482K +$523K +22,472 New
FAIM
227
Financial Advocates Investment Management
Washington
$476K +$265K +11,390 +105%
KF
228
Krilogy Financial
Missouri
$460K -$116K -5,002 -19%
RA
229
Rise Advisors
New York
$446K +$6.21K +267 +1%
Stifel Financial
230
Stifel Financial
Missouri
$446K +$65.9K +2,832 +16%
FWP
231
Falcon Wealth Planning
California
$445K
KOMWMG
232
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$419K +$5.63K +242 +1%
DADC
233
D.A. Davidson & Co
Montana
$400K -$55.4K -2,380 -11%
MGIA
234
Moneta Group Investment Advisors
Missouri
$394K -$198K -8,517 -32%
S
235
SignatureFD
Georgia
$391K +$3.14K +135 +0.7%
SCM
236
Sterneck Capital Management
Missouri
$387K
SWM
237
Shakespeare Wealth Management
Wisconsin
$384K +$155K +6,652 +60%
CC
238
Copperleaf Capital
North Carolina
$384K +$417K +17,902 New
DI
239
Disciplined Investments
Oklahoma
$372K +$1.4K +60 +0.3%
3LCM
240
3D/L Capital Management
Connecticut
$366K +$44.5K +1,912 +13%
IGWM
241
ICA Group Wealth Management
Colorado
$359K +$100K +4,296 +36%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$348K -$270K -11,594 -42%
PCIA
243
Prime Capital Investment Advisors
Kansas
$343K +$45.2K +1,942 +14%
SMA
244
Sage Mountain Advisors
Georgia
$331K
S
245
Surevest
California
$312K +$338K +14,544 New
CA
246
Clearstead Advisors
Ohio
$310K +$116 +5 +0%
Fidelity Investments
247
Fidelity Investments
Massachusetts
$271K -$1.91K -82 -0.6%
RF
248
RHS Financial
California
$271K +$294K +12,636 New
MSFS
249
Main Street Financial Solutions
Pennsylvania
$271K +$294K +12,637 New
RJT
250
Raymond James Trust
Florida
$267K

DFAX Hedge Fund Activity: Q2 2022 in Review

322 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2022, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAX positions and 23 closed out — a net gain of 41 holders — while 125 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $156M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $85.7M sold.

  • 322 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2022, up from 284 in Q1 2022.
  • Funds reported $3.16B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2022, up 11% quarter-over-quarter.
  • 64 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2022 and 23 closed out, a net change of +41 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $156M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2022 was Eaton Vance Management, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2022.