We are live on ! Find out more
DFAX icon

Dimensional World ex US Core Equity 2 ETF

449 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 7676 (0)

1.46% less ownership

Funds ownership: 79.94%78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
KM Capital Management
Texas
$1.05M -$23.3K -953 -2%
HB
252
HTLF Bank
Colorado
$1.03M
Cerity Partners
253
Cerity Partners
New York
$1.02M +$408K +16,669 +71%
NA
254
NewEdge Advisors
Louisiana
$1.02M +$81K +3,310 +9%
SIAG
255
Safeguard Investment Advisory Group
California
$974K -$84.1K -3,438 -8%
DT
256
Diversified Trust
Tennessee
$969K
CW
257
CreativeOne Wealth
Kansas
$962K +$925K +37,834 New
PCA
258
Pallas Capital Advisors
Massachusetts
$960K
FOA
259
Five Oceans Advisors
California
$960K -$8.32K -340 -0.9%
CWP
260
Cyndeo Wealth Partners
Florida
$930K +$894K +36,546 New
GJIA
261
Glass Jacobson Investment Advisors
Maryland
$923K -$28.9K -1,183 -3%
WP
262
Westmount Partners
California
$919K
IFS
263
Intelligent Financial Strategies
Minnesota
$918K -$1.73M -70,560 -66%
Vanguard Group
264
Vanguard Group
Pennsylvania
$912K -$57K -2,330 -6%
WCA
265
Waypoint Capital Advisors
Minnesota
$901K -$17.6K -718 -2%
SRC
266
Sage Rhino Capital
California
$894K +$10.2K +415 +1%
IA
267
IFG Advisors
Missouri
$888K -$440 -18 -0.1%
CP
268
Capital Planning
Washington
$882K +$120K +4,899 +16%
SPIA
269
Steward Partners Investment Advisory
New York
$875K +$166K +6,775 +25%
WWC
270
Waypoint Wealth Counsel
Georgia
$874K +$86.8K +3,547 +12%
FCI
271
Financial Counselors Inc
Kansas
$847K +$815K +33,297 New
TIM
272
Tortoise Investment Management
New York
$832K
Brown Advisory
273
Brown Advisory
Maryland
$824K -$3.3K -135 -0.4%
MFIM
274
Mesirow Financial Investment Management
Illinois
$816K +$10.1K +414 +1%
TLA
275
Tanglewood Legacy Advisors
Texas
$810K -$272K -11,100 -26%

DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% quarter-over-quarter.
  • 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.