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Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
226
HMV Wealth Advisors
Louisiana
$1.96M +$2.03M +78,663 New
CSP
227
Cary Street Partners
Virginia
$1.92M +$2M +77,327 New
TWM
228
Topsail Wealth Management
North Carolina
$1.88M +$1.96M +75,739 New
Citadel Advisors
229
Citadel Advisors
Florida
$1.88M +$1.95M +75,558 New
FWP
230
Firethorn Wealth Partners
Georgia
$1.88M -$149K -5,745 -7%
JWM
231
JDH Wealth Management
California
$1.81M +$1.89M +72,901 New
APSPRSPT
232
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.8M +$1.87M +72,295 New
APP
233
Avantax Planning Partners
Iowa
$1.78M -$287K -11,104 -13%
AWM
234
AE Wealth Management
Kansas
$1.77M -$43K -1,663 -2%
PAG
235
Poinciana Advisors Group
Florida
$1.76M +$1.83M +70,898 New
CPWM
236
Cypress Point Wealth Management
Texas
$1.74M +$140K +5,400 +8%
AWA
237
Aquire Wealth Advisors
Utah
$1.73M +$19K +733 +1%
RFC
238
Regions Financial Corp
Alabama
$1.72M -$15.3K -591 -0.8%
MCM
239
MAI Capital Management
Ohio
$1.72M -$115K -4,434 -6%
AFA
240
Alpha Financial Advisors
North Carolina
$1.71M -$2.54K -98 -0.1%
WWP
241
Waypoint Wealth Partners
California
$1.69M
WAN
242
Wealth Advisors Northwest
Oregon
$1.69M +$1.75M +67,829 New
MWM
243
Melfa Wealth Management
Massachusetts
$1.69M -$3.23K -125 -0.2%
LG
244
LAM Group
Oregon
$1.67M +$776 +30 +0%
FH
245
Financial Harvest
Florida
$1.65M +$1.72M +66,310 New
SC
246
Schubert & Co
Texas
$1.64M +$74.7K +2,886 +5%
LSA
247
Lansing Street Advisors
Pennsylvania
$1.55M +$15.1K +582 +0.9%
RRCM
248
Rappaport Reiches Capital Management
Illinois
$1.55M
QCIG
249
Quad-Cities Investment Group
Iowa
$1.55M +$86.5K +3,345 +6%
AC
250
Applied Capital
Arkansas
$1.52M -$89.1K -3,443 -5%

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.