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Dimensional World ex US Core Equity 2 ETF

449 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 7676 (0)

1.46% less ownership

Funds ownership: 79.94%78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
226
Brinker Capital Investments
Pennsylvania
$1.32M -$103K -4,219 -8%
OPS
227
Orion Portfolio Solutions
Nebraska
$1.32M -$103K -4,219 -8%
CPWM
228
Cypress Point Wealth Management
Texas
$1.3M +$157K +6,400 +14%
IAG
229
Investmark Advisory Group
Connecticut
$1.28M +$19.2K +783 +2%
SFS
230
Security Financial Services
Indiana
$1.27M -$24.2K -990 -2%
CL
231
Choreo LLC
Illinois
$1.25M +$245 +10 +0%
ZF
232
Zhang Financial
Michigan
$1.24M -$10.5K -429 -0.9%
UI
233
Unconventional Investor
New Hampshire
$1.24M
IAA
234
Independent Advisor Alliance
North Carolina
$1.24M +$379K +15,476 +46%
VFIC
235
Valley Forge Investment Consultants
Pennsylvania
$1.24M
KF
236
Krilogy Financial
Missouri
$1.22M +$147 +6 +0%
EWA
237
Elevate Wealth Advisory
Georgia
$1.22M -$15.3K -627 -1%
MFG
238
Merit Financial Group
Georgia
$1.19M -$25.2K -1,029 -2%
LPP
239
Life Planning Partners
Florida
$1.19M
RWI
240
Red Wave Investments
Pennsylvania
$1.17M -$4.33K -177 -0.4%
VAG
241
Vannoy Advisory Group
Texas
$1.17M +$10.7K +438 +1%
WA
242
Wealthstream Advisors
New York
$1.16M -$37.3K -1,524 -3%
VWA
243
VERITY Wealth Advisors
United States
$1.11M
RLWM
244
RF&L Wealth Management
Massachusetts
$1.11M -$23.9K -978 -2%
LEFP
245
Leading Edge Financial Planning
Tennessee
$1.11M -$2.03M -82,811 -66%
LSIA
246
LaSalle St. Investment Advisors
Illinois
$1.09M +$25.7K +1,050 +2%
CCA
247
Clarity Capital Advisors
Florida
$1.09M +$269 +11 +0%
DAS
248
Dynamic Advisor Solutions
Arizona
$1.07M -$7.97K -326 -0.8%
SIG
249
Spinnaker Investment Group
California
$1.07M -$14.6K -596 -1%
TCM
250
TruNorth Capital Management
Michigan
$1.06M +$1.02M +41,781 New

DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% quarter-over-quarter.
  • 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.