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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.44B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

4% more funds holding

Funds holding: 449469 (+20)

3% more capital invested

Capital invested by funds: $5.26B → $5.44B (+$180M)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

0.66% more ownership

Funds ownership: 78.48%79.14% (+0.66%)

3% less funds holding in top 10

Funds holding in top 10: 7674 (-2)

Holders
469
Holders Change
+20
Holders Change %
+4.45%
% of All Funds
6.77%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
42
Increased
171
Reduced
166
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMC
226
Heritage Wealth Management (California)
California
$1.34M -$17K -665 -1%
PWM
227
Perigon Wealth Management
California
$1.3M +$953K +37,306 +271%
CL
228
Choreo LLC
Illinois
$1.29M +$45.5K +1,779 +4%
KF
229
Krilogy Financial
Missouri
$1.28M +$57.7K +2,258 +5%
HCM
230
Hutchinson Capital Management
California
$1.27M -$939K -36,728 -42%
SFS
231
Security Financial Services
Indiana
$1.27M -$894 -35 -0.1%
IAG
232
Investmark Advisory Group
Connecticut
$1.26M -$16.4K -643 -1%
EWA
233
Elevate Wealth Advisory
Georgia
$1.25M +$31.6K +1,236 +3%
UI
234
Unconventional Investor
New Hampshire
$1.24M
CAM
235
Cresset Asset Management
Illinois
$1.23M -$198K -7,747 -14%
MFG
236
Merit Financial Group
Georgia
$1.22M +$36.3K +1,419 +3%
VAG
237
Vannoy Advisory Group
Texas
$1.2M +$28.8K +1,126 +2%
LPP
238
Life Planning Partners
Florida
$1.18M
NA
239
NewEdge Advisors
Louisiana
$1.15M +$138K +5,394 +14%
CCA
240
Clarity Capital Advisors
Florida
$1.13M +$43.2K +1,692 +4%
VWA
241
VERITY Wealth Advisors
United States
$1.11M
RLWM
242
RF&L Wealth Management
Massachusetts
$1.11M
LIA
243
Lynx Investment Advisory
District of Columbia
$1.1M +$1.1M +43,098 New
RWI
244
Red Wave Investments
Pennsylvania
$1.09M -$81.1K -3,173 -7%
LEFP
245
Leading Edge Financial Planning
Tennessee
$1.09M -$14.8K -580 -1%
SIG
246
Spinnaker Investment Group
California
$1.07M +$9.4K +368 +0.9%
KSWA
247
Kathleen S. Wright Associates
Pennsylvania
$1.07M +$256K +10,007 +31%
TCM
248
TruNorth Capital Management
Michigan
$1.06M -$434 -17 -0%
DAS
249
Dynamic Advisor Solutions
Arizona
$1.05M -$16K -627 -1%
PWS
250
Physician Wealth Solutions
Nevada
$1.05M +$442K +17,309 +72%

DFAX Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2024, worth a combined $5.44B — up 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAX positions and 17 closed out — a net gain of 25 holders — while 171 added to existing stakes and 166 trimmed.

The largest buyer was Jane Street, adding an estimated $58.5M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.

  • 469 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $5.44B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 42 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2024 and 17 closed out, a net change of +25 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2024 was Jane Street, an estimated $58.5M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.