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Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 85

13% more funds holding

Funds holding: 284322 (+38)

11.35% more ownership

Funds ownership: 58.98%70.33% (+11%)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$303M)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.42%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
251
Resource Consulting Group
Florida
$266K +$5.24K +225 +2%
W
252
WealthOne
New York
$266K +$289K +12,413 New
C
253
Certuity
Florida
$256K +$3.51K +151 +1%
SG
254
Stonnington Group
California
$255K +$279K +12,000 New
SFG
255
Sage Financial Group
Pennsylvania
$252K -$54.5K -2,340 -17%
YAL
256
Your Advocates Ltd
Texas
$252K
IWA
257
Intercontinental Wealth Advisors
Texas
$247K +$268K +11,500 New
AC
258
Anson Capital
Georgia
$243K
AWA
259
Arete Wealth Advisors
Illinois
$243K +$264K +11,333 New
AT
260
American Trust
Kentucky
$240K +$2.12K +91 +0.8%
RSWM
261
Robertson Stephens Wealth Management
California
$239K -$396K -17,016 -60%
IF
262
Ironwood Financial
Arizona
$239K +$259K +11,132 New
USCWA
263
U.S. Capital Wealth Advisors
Texas
$236K -$4.75K -204 -2%
VCM
264
Vivaldi Capital Management
Illinois
$234K +$254K +10,896 New
GAM
265
Gemmer Asset Management
California
$233K +$62.4K +2,683 +33%
UWM
266
USAdvisors Wealth Management
Minnesota
$229K +$6.49K +279 +3%
Baird Financial Group
267
Baird Financial Group
Wisconsin
$228K -$16.7K -719 -6%
M&T Bank
268
M&T Bank
New York
$227K +$256K +10,989 New
RC
269
RegentAtlantic Capital
New Jersey
$225K
DWM
270
Dakota Wealth Management
Florida
$224K
SS
271
Simplicity Solutions
Minnesota
$223K
FW
272
FirstPurpose Wealth
Utah
$223K +$242K +10,412 New
SFM
273
Signet Financial Management
New Jersey
$220K +$22.1K +949 +10%
ACA
274
Affinity Capital Advisors
California
$211K +$229K +9,825 New
CPO
275
Cerity Partners OCIO
New York
$209K

DFAX Hedge Fund Activity: Q2 2022 in Review

322 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2022, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAX positions and 23 closed out — a net gain of 41 holders — while 125 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $156M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $85.7M sold.

  • 322 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2022, up from 284 in Q1 2022.
  • Funds reported $3.16B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2022, up 11% quarter-over-quarter.
  • 64 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2022 and 23 closed out, a net change of +41 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $156M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2022 was Eaton Vance Management, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2022.