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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 122

11% more capital invested

Capital invested by funds: $4.06B → $4.5B (+$434M)

4% more funds holding

Funds holding: 377391 (+14)

0.19% more ownership

Funds ownership: 77.49%77.68% (+0.19%)

6% less funds holding in top 10

Funds holding in top 10: 8176 (-5)

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.14%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.19%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
226
VERITY Wealth Advisors
United States
$1.02M
AFS
227
Annapolis Financial Services
Maryland
$1.02M -$27.6K -1,186 -3%
TIM
228
Tortoise Investment Management
New York
$980K -$9.9K -425 -1%
WWC
229
Waypoint Wealth Counsel
Georgia
$971K +$130K +5,570 +15%
KCM
230
KM Capital Management
Texas
$968K +$12.6K +539 +1%
WP
231
Westmount Partners
California
$909K
PCA
232
Pallas Capital Advisors
Massachusetts
$905K
WCA
233
Waypoint Capital Advisors
Minnesota
$883K -$16.3K -700 -2%
Vanguard Group
234
Vanguard Group
Pennsylvania
$880K
CW
235
CreativeOne Wealth
Kansas
$857K +$55K +2,361 +7%
CWP
236
Concord Wealth Partners
Virginia
$856K -$8.6K -369 -1%
FOA
237
Five Oceans Advisors
California
$849K -$230K -9,887 -21%
DT
238
Diversified Trust
Tennessee
$835K
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$825K
IA
240
IFG Advisors
Missouri
$825K +$6.87K +295 +0.8%
SRC
241
Sage Rhino Capital
California
$801K +$15.7K +676 +2%
EWA
242
Exencial Wealth Advisors
Oklahoma
$779K +$778K +33,402 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$763K +$76.9K +3,303 +11%
IA
244
IFP Advisors
Florida
$750K +$130K +5,586 +21%
SIG
245
Spinnaker Investment Group
California
$748K -$629 -27 -0.1%
TA
246
TFB Advisors
Kansas
$743K +$3.8K +163 +0.5%
H
247
HoyleCohen
California
$733K
CIAS
248
CFS Investment Advisory Services
New Jersey
$728K -$32.8K -1,408 -4%
PIFP
249
Partners in Financial Planning
Virginia
$693K +$5.12K +220 +0.7%
GJIA
250
Glass Jacobson Investment Advisors
Maryland
$690K +$690K +29,612 New

DFAX Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2023, worth a combined $4.5B — up 11% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAX positions and 7 closed out — a net gain of 19 holders — while 175 added to existing stakes and 122 trimmed.

The largest buyer was Jane Street, adding an estimated $110M. The largest seller was Summit Wealth Group, cutting an estimated $78.5M.

  • 391 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2023, up from 377 in Q1 2023.
  • Funds reported $4.5B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 26 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2023 and 7 closed out, a net change of +19 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2023 was Jane Street, an estimated $110M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2023.