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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.44B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

4% more funds holding

Funds holding: 449469 (+20)

3% more capital invested

Capital invested by funds: $5.26B → $5.44B (+$180M)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

0.66% more ownership

Funds ownership: 78.48%79.14% (+0.66%)

3% less funds holding in top 10

Funds holding in top 10: 7674 (-2)

Holders
469
Holders Change
+20
Holders Change %
+4.45%
% of All Funds
6.77%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
42
Increased
171
Reduced
166
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHB
251
Midwest Heritage Bank
Iowa
$1.03M -$353K -13,829 -25%
VFIC
252
Valley Forge Investment Consultants
Pennsylvania
$1.02M -$218K -8,549 -18%
LSIA
253
LaSalle St. Investment Advisors
Illinois
$1.02M -$118K -4,603 -10%
FFG
254
Fiduciary Financial Group
California
$1.01M +$982K +38,442 New
WA
255
Wealthstream Advisors
New York
$983K -$178K -6,955 -15%
PCA
256
Pallas Capital Advisors
Massachusetts
$980K
KCM
257
KM Capital Management
Texas
$979K -$71.3K -2,789 -7%
SIAG
258
Safeguard Investment Advisory Group
California
$974K +$690 +27 +0.1%
DT
259
Diversified Trust
Tennessee
$968K
ACM
260
Advisors Capital Management
New Jersey
$943K +$948K +37,086 New
IA
261
IFG Advisors
Missouri
$939K +$52K +2,033 +6%
GJIA
262
Glass Jacobson Investment Advisors
Maryland
$931K +$9.12K +357 +1%
WP
263
Westmount Partners
California
$919K
IFS
264
Intelligent Financial Strategies
Minnesota
$917K
Vanguard Group
265
Vanguard Group
Pennsylvania
$911K -$179 -7 -0%
TC
266
TownSquare Capital
Utah
$910K +$915K +35,816 New
WWC
267
Waypoint Wealth Counsel
Georgia
$907K +$33.1K +1,296 +4%
CP
268
Capital Planning
Washington
$901K +$19.5K +762 +2%
ZF
269
Zhang Financial
Michigan
$888K -$357K -13,957 -29%
SRC
270
Sage Rhino Capital
California
$887K -$6.36K -249 -0.7%
IAA
271
Independent Advisor Alliance
North Carolina
$878K -$366K -14,331 -29%
SPIA
272
Steward Partners Investment Advisory
New York
$877K +$2.5K +98 +0.3%
SWA
273
Stratos Wealth Advisors
Ohio
$851K +$855K +33,476 New
AA
274
Ancora Advisors
Ohio
$847K -$1.33M -52,009 -61%
MFIM
275
Mesirow Financial Investment Management
Illinois
$842K +$26.7K +1,046 +3%

DFAX Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2024, worth a combined $5.44B — up 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAX positions and 17 closed out — a net gain of 25 holders — while 171 added to existing stakes and 166 trimmed.

The largest buyer was Jane Street, adding an estimated $58.5M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.

  • 469 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $5.44B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 42 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2024 and 17 closed out, a net change of +25 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2024 was Jane Street, an estimated $58.5M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.