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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
FCI
276
Financial Counselors Inc
Kansas
$842K -$4.93K -193 -0.6%
FF
277
Francis Financial
$832K +$836K +32,725 New
TIM
278
Tortoise Investment Management
New York
$831K
Brown Advisory
279
Brown Advisory
Maryland
$823K
TLA
280
Tanglewood Legacy Advisors
Texas
$809K
CAM
281
Clark Asset Management
New Hampshire
$802K
WCA
282
Waypoint Capital Advisors
Minnesota
$801K -$99.8K -3,907 -11%
H
283
HoyleCohen
California
$799K
CIAS
284
CFS Investment Advisory Services
New Jersey
$794K
MAM
285
McCarthy Asset Management
California
$788K -$1.5M -58,666 -65%
FOA
286
Five Oceans Advisors
California
$765K -$195K -7,621 -20%
DWM
287
Diversify Wealth Management
Utah
$749K +$788K +30,840 New
TWM
288
Thrive Wealth Management
Pennsylvania
$740K +$744K +29,115 New
Natixis Advisors
289
Natixis Advisors
Massachusetts
$724K +$58.8K +2,302 +9%
PIFP
290
Partners in Financial Planning
Virginia
$720K -$43.5K -1,703 -6%
NHC
291
Nicholas Hoffman & Company
Georgia
$719K
KOMWMG
292
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$692K +$1.61K +63 +0.2%
SFM
293
Signet Financial Management
New Jersey
$691K -$3.91K -153 -0.6%
MSWMA
294
Market Street Wealth Management Advisors
Indiana
$678K -$10.3K -402 -1%
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$673K -$50.8K -1,986 -7%
BTI
296
Blue Trust Inc
Georgia
$671K -$90.7K -3,550 -12%
QPWM
297
Quadrant Private Wealth Management
Pennsylvania
$665K -$5.11K -200 -0.8%
BFP
298
Brewster Financial Planning
New York
$662K
TCWM
299
Total Clarity Wealth Management
Illinois
$644K +$2.22K +87 +0.3%
EWM
300
Evercore Wealth Management
New York
$636K

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.