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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 122

11% more capital invested

Capital invested by funds: $4.06B → $4.5B (+$434M)

4% more funds holding

Funds holding: 377391 (+14)

0.19% more ownership

Funds ownership: 77.49%77.68% (+0.19%)

6% less funds holding in top 10

Funds holding in top 10: 8176 (-5)

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.14%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.19%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
251
Ascent Group
Virginia
$674K -$55.5K -2,385 -8%
NHC
252
Nicholas Hoffman & Company
Georgia
$659K
IWN
253
Independent Wealth Network
Iowa
$650K
NA
254
NewEdge Advisors
Louisiana
$645K +$8.2K +352 +1%
CAN
255
Cetera Advisor Networks
California
$635K -$24.3K -1,045 -4%
ASI
256
Advisory Services & Investments
Oregon
$630K -$2.54K -109 -0.4%
V
257
Veritable
Delaware
$621K -$17.4K -749 -3%
QPWM
258
Quadrant Private Wealth Management
Pennsylvania
$615K
CWR
259
Chico Wealth RIA
California
$611K
BFP
260
Brewster Financial Planning
New York
$598K +$8.48K +364 +1%
EWM
261
Evercore Wealth Management
New York
$590K
RW
262
RVW Wealth
California
$590K -$6.26K -269 -1%
OIA
263
OneDigital Investment Advisors
Kansas
$581K -$150K -6,428 -20%
WW
264
Waterfront Wealth
Kansas
$574K
SFM
265
Signet Financial Management
New Jersey
$572K +$7.87K +338 +1%
KOMWMG
266
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$563K +$2.68K +115 +0.5%
Cerity Partners
267
Cerity Partners
New York
$556K -$23.9K -1,027 -4%
RS
268
Retirement Solution
Washington
$554K +$20.4K +874 +4%
OCM
269
Orion Capital Management
California
$541K -$756K -32,441 -58%
DF
270
DecisionPoint Financial
Arizona
$533K -$23 -1 -0%
LWM
271
LJI Wealth Management
Indiana
$530K +$3.41M +146,403 +650%
HL
272
HeadInvest LLC
Maine
$522K -$25.6K -1,100 -5%
JMPWA
273
JP Morgan Private Wealth Advisors
California
$514K -$148K -6,367 -22%
WFA
274
Websterrogers Financial Advisors
South Carolina
$504K -$16.7K -715 -3%
RA
275
Rise Advisors
New York
$502K +$6.54K +281 +1%

DFAX Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2023, worth a combined $4.5B — up 11% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAX positions and 7 closed out — a net gain of 19 holders — while 175 added to existing stakes and 122 trimmed.

The largest buyer was Jane Street, adding an estimated $110M. The largest seller was Summit Wealth Group, cutting an estimated $78.5M.

  • 391 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2023, up from 377 in Q1 2023.
  • Funds reported $4.5B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 26 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2023 and 7 closed out, a net change of +19 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2023 was Jane Street, an estimated $110M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2023.