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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
LCM
251
Liberty Capital Management
Michigan
$1.5M
RLIM
252
Red Lighthouse Investment Management
New York
$1.5M
BCI
253
Brinker Capital Investments
Pennsylvania
$1.5M +$107K +4,152 +7%
OPS
254
Orion Portfolio Solutions
Nebraska
$1.5M +$107K +4,152 +7%
CGPCS
255
Capital Group Private Client Services
California
$1.46M
AWP
256
Astra Wealth Partners
New Jersey
$1.44M +$1.5M +57,943 New
CFS
257
Cannon Financial Strategists
Georgia
$1.42M +$264K +10,218 +22%
HCM
258
Hutchinson Capital Management
California
$1.4M -$17.9K -691 -1%
CFO
259
CVA Family Office
Colorado
$1.37M -$208K -8,050 -13%
BFG
260
Berger Financial Group
Minnesota
$1.34M +$1.4M +53,966 New
IAG
261
Investmark Advisory Group
Connecticut
$1.32M +$82.1K +3,175 +6%
KSWA
262
Kathleen S. Wright Associates
Pennsylvania
$1.32M +$58.9K +2,275 +4%
IA
263
IFG Advisors
Missouri
$1.3M +$403K +15,592 +42%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$533K +20,591 +66%
PWM
265
Perigon Wealth Management
California
$1.27M +$1.84K +71 +0.1%
BPA
266
Beacon Pointe Advisors
California
$1.25M -$5.28K -204 -0.4%
VAG
267
Vannoy Advisory Group
Texas
$1.25M +$58.8K +2,274 +5%
SFS
268
Security Financial Services
Indiana
$1.24M
PMIM
269
Prudent Man Investment Management
Colorado
$1.23M +$1.28M +49,363 New
TC
270
TownSquare Capital
Utah
$1.22M
UI
271
Unconventional Investor
New Hampshire
$1.22M
EWA
272
Elevate Wealth Advisory
Georgia
$1.21M +$1.89K +73 +0.2%
BMWS
273
Brady Martz Wealth Solutions
North Dakota
$1.19M +$1.25M +48,329 New
HWMC
274
Heritage Wealth Management (California)
California
$1.18M -$36.8K -1,421 -3%
LPP
275
Life Planning Partners
Florida
$1.15M

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.