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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
KSWA
276
Kathleen S. Wright Associates
Pennsylvania
$805K +$453K +18,523 +139%
CAM
277
Clark Asset Management
New Hampshire
$802K
H
278
HoyleCohen
California
$800K
CIAS
279
CFS Investment Advisory Services
New Jersey
$794K
MF
280
Montis Financial
Massachusetts
$777K +$747K +30,546 New
PIFP
281
Partners in Financial Planning
Virginia
$764K +$465 +19 +0.1%
BTI
282
Blue Trust Inc
Georgia
$761K +$291K +11,899 +66%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$724K +$36K +1,470 +5%
TA
284
TFB Advisors
Kansas
$720K +$92.8K +3,792 +15%
NHC
285
Nicholas Hoffman & Company
Georgia
$719K
FW
286
FirstPurpose Wealth
Utah
$711K +$246K +10,042 +56%
SFM
287
Signet Financial Management
New Jersey
$696K +$32K +1,310 +5%
KOMWMG
288
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$691K +$21.6K +881 +3%
MSWMA
289
Market Street Wealth Management Advisors
Indiana
$689K +$27.9K +1,140 +4%
QPWM
290
Quadrant Private Wealth Management
Pennsylvania
$671K
Natixis Advisors
291
Natixis Advisors
Massachusetts
$666K +$640K +26,162 New
BFP
292
Brewster Financial Planning
New York
$663K
TCWM
293
Total Clarity Wealth Management
Illinois
$642K +$617K +25,230 New
M&T Bank
294
M&T Bank
New York
$637K
EWM
295
Evercore Wealth Management
New York
$636K -$8.07K -330 -1%
SWM
296
Shakespeare Wealth Management
Wisconsin
$633K +$38.3K +1,566 +7%
NB
297
NBT Bank
New York
$628K -$1.96K -80 -0.3%
PWS
298
Physician Wealth Solutions
Nevada
$611K +$214K +8,768 +57%
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
$610K -$348K -14,230 -37%
WW
300
Waterfront Wealth
Kansas
$606K

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.