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Dimensional World ex US Core Equity 2 ETF

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $5.44B → $5.75B (+$312M)

3% more funds holding

Funds holding: 469482 (+13)

0% more funds holding in top 10

Funds holding in top 10: 7474 (0)

1.7% less ownership

Funds ownership: 79.14%77.44% (-1.7%)

Holders
482
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.92%
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
36
Increased
186
Reduced
163
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
226
Kingswood Wealth Advisors
California
$1.41M +$1.36M +52,340 New
MFG
227
Merit Financial Group
Georgia
$1.39M +$98K +3,777 +8%
PWM
228
Perigon Wealth Management
California
$1.37M -$7.13K -275 -0.5%
BPA
229
Beacon Pointe Advisors
California
$1.37M -$132K -5,070 -9%
KSWA
230
Kathleen S. Wright Associates
Pennsylvania
$1.37M +$231K +8,898 +21%
CL
231
Choreo LLC
Illinois
$1.35M -$16.5K -636 -1%
IAG
232
Investmark Advisory Group
Connecticut
$1.35M +$3.19K +123 +0.2%
SFS
233
Security Financial Services
Indiana
$1.35M
TC
234
TownSquare Capital
Utah
$1.33M +$344K +13,260 +37%
UI
235
Unconventional Investor
New Hampshire
$1.32M
HWMC
236
Heritage Wealth Management (California)
California
$1.32M -$105K -4,053 -8%
EWA
237
Elevate Wealth Advisory
Georgia
$1.31M -$14.6K -563 -1%
VAG
238
Vannoy Advisory Group
Texas
$1.3M +$22.2K +857 +2%
CFS
239
Cannon Financial Strategists
Georgia
$1.27M +$1.22M +47,087 New
CAM
240
Cresset Asset Management
Illinois
$1.25M -$48.5K -1,869 -4%
LPP
241
Life Planning Partners
Florida
$1.25M -$7.78K -300 -0.6%
KF
242
Krilogy Financial
Missouri
$1.24M -$110K -4,258 -8%
CCA
243
Clarity Capital Advisors
Florida
$1.2M -$5.68K -219 -0.5%
SPIA
244
Steward Partners Investment Advisory
New York
$1.19M +$249K +9,590 +28%
VWA
245
VERITY Wealth Advisors
United States
$1.18M
RLWM
246
RF&L Wealth Management
Massachusetts
$1.17M -$7.78K -300 -0.7%
LIA
247
Lynx Investment Advisory
District of Columbia
$1.16M +$52 +2 +0%
SIG
248
Spinnaker Investment Group
California
$1.14M -$2.72K -105 -0.2%
TCM
249
TruNorth Capital Management
Michigan
$1.13M
MFIM
250
Mesirow Financial Investment Management
Illinois
$1.11M +$210K +8,095 +24%

DFAX Hedge Fund Activity: Q3 2024 in Review

482 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2024, worth a combined $5.75B — up 5.7% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAX positions and 18 closed out — a net gain of 18 holders — while 186 added to existing stakes and 163 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $288M. The largest seller was Jane Street, cutting an estimated $36.3M.

  • 482 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $5.75B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 36 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2024 and 18 closed out, a net change of +18 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $288M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.