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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
CWA
276
Consilium Wealth Advisory
Texas
$209K +$227K +9,750 New
SSWM
277
Sheets Smith Wealth Management
North Carolina
$208K
KA
278
Kovack Advisors
Florida
$205K
SWM
279
Spire Wealth Management
Virginia
$202K +$219K +9,422 New
PTC
280
Private Trust Company
Ohio
$192K +$208K +8,938 New
BMD
281
Better Money Decisions
New Mexico
$166K +$181K +7,758 New
HI
282
Harbour Investments
Wisconsin
$165K +$179K +7,677 New
SFG
283
Steward Financial Group
Texas
$153K
GLLW
284
Graves Light Lenhart Wealth
Virginia
$144K +$1.98K +85 +1%
CIAS
285
Capital Investment Advisory Services
North Carolina
$128K
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$126K +$136K +5,858 New
OCM
287
Orion Capital Management
California
$118K +$128K +5,510 New
BHWM
288
Beaird Harris Wealth Management
Texas
$99K
RBC
289
Roble Belko & Company
Pennsylvania
$97K
AF
290
Advisornet Financial
Minnesota
$87K -$30.2M -1,297,535 -100%
HWA
291
Heritage Wealth Advisors
Virginia
$85K -$90.8K -3,900 -50%
PO
292
Private Ocean
California
$81K +$70 +3 +0.1%
AWM
293
Avior Wealth Management
Nebraska
$77K +$442 +19 +0.5%
TWM
294
Tradition Wealth Management
Minnesota
$77K +$1.07K +46 +1%
CMP
295
Coston McIsaac & Partners
Maine
$75K +$81.5K +3,502 New
QCG
296
Quadrant Capital Group
Ohio
$70K
WTA
297
Washington Trust Advisors
Massachusetts
$69K
IRC
298
Investors Research Corp
Georgia
$53K +$57.1K +2,452 New
JWBC
299
John W. Brooker & Co
California
$39K
MAWCM
300
Mine & Arao Wealth Creation & Management
California
$34K +$465 +20 +1%

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.