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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
SWM
276
Shakespeare Wealth Management
Wisconsin
$501K +$5.31K +228 +1%
FWP
277
Falcon Wealth Planning
California
$484K
LNC
278
Lincoln National Corp
Pennsylvania
$466K +$675 +29 +0.1%
3LCM
279
3D/L Capital Management
Connecticut
$466K +$11.6K +498 +3%
CT
280
Colonial Trust
South Carolina
$454K -$10K -430 -2%
S
281
SignatureFD
Georgia
$434K +$3.33K +143 +0.8%
NAS
282
Nicolet Advisory Services
Wisconsin
$432K -$5.52K -237 -1%
SCM
283
Sterneck Capital Management
Missouri
$421K
FW
284
FirstPurpose Wealth
Utah
$412K +$120K +5,167 +41%
SWP
285
Stratos Wealth Partners
Ohio
$407K +$141K +6,044 +53%
MGIA
286
Moneta Group Investment Advisors
Missouri
$407K +$3.68K +158 +0.9%
DI
287
Disciplined Investments
Oklahoma
$404K
VFP
288
Verus Financial Partners
Virginia
$400K +$722 +31 +0.2%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$399K +$12.7K +546 +3%
USCWA
290
U.S. Capital Wealth Advisors
Texas
$392K -$4.63K -199 -1%
PTC
291
Private Trust Company
Ohio
$391K +$169K +7,275 +77%
SFG
292
Sage Financial Group
Pennsylvania
$390K +$116K +4,965 +42%
MWM
293
Mission Wealth Management
California
$387K -$43.5K -1,869 -10%
FAIM
294
Financial Advocates Investment Management
Washington
$376K -$9.18K -394 -2%
BTI
295
Blue Trust Inc
Georgia
$371K +$375K +16,084 New
GP
296
Girard Partners
Pennsylvania
$366K
IAA
297
Independent Advisor Alliance
North Carolina
$366K +$365K +15,681 New
PCIA
298
Prime Capital Investment Advisors
Kansas
$363K -$125K -5,351 -26%
Brown Advisory
299
Brown Advisory
Maryland
$361K +$361K +15,498 New
WFAG
300
Wescott Financial Advisory Group
Pennsylvania
$359K +$3.63K +156 +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.