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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
KF
276
Krilogy Financial
Missouri
$1.14M +$673 +26 +0.1%
SPIA
277
Steward Partners Investment Advisory
New York
$1.13M +$37.8K +1,461 +3%
MFG
278
Merit Financial Group
Georgia
$1.12M -$172K -6,636 -13%
CCA
279
Clarity Capital Advisors
Florida
$1.1M +$3.1K +120 +0.3%
VWA
280
VERITY Wealth Advisors
United States
$1.09M
RLWM
281
RF&L Wealth Management
Massachusetts
$1.07M -$1.03K -40 -0.1%
MFC
282
Morris Financial Concepts
South Carolina
$1.07M -$649K -25,106 -37%
CNTOF
283
Canandaigua National Trust of Florida
New York
$1.06M +$820K +31,707 +287%
AWS
284
Atria Wealth Solutions
New York
$1.05M +$1.09M +42,109 New
FFG
285
Fiduciary Financial Group
California
$1.05M +$64.1K +2,479 +6%
MFIM
286
Mesirow Financial Investment Management
Illinois
$1.01M -$10.6K -410 -1%
LSIA
287
LaSalle St. Investment Advisors
Illinois
$1M +$155 +6 +0%
VFIC
288
Valley Forge Investment Consultants
Pennsylvania
$997K
SIG
289
Spinnaker Investment Group
California
$979K -$71.9K -2,781 -7%
KCM
290
KM Capital Management
Texas
$973K +$9.44K +365 +0.9%
AQR Capital Management
291
AQR Capital Management
Connecticut
$970K +$48K +1,857 +5%
TCM
292
TruNorth Capital Management
Michigan
$963K -$78.6K -3,038 -7%
NA
293
NewEdge Advisors
Louisiana
$958K -$8.85K -342 -0.9%
DAS
294
Dynamic Advisor Solutions
Arizona
$957K -$47.6K -1,842 -5%
CAM
295
Cresset Asset Management
Illinois
$951K -$212K -8,195 -18%
WA
296
Wealthstream Advisors
New York
$951K -$10.8K -416 -1%
DT
297
Diversified Trust
Tennessee
$947K
MWML
298
M Wealth Management LLC
California
$944K +$983K +37,989 New
CP
299
Capital Planning
Washington
$943K -$1.11K -43 -0.1%
PCA
300
Pallas Capital Advisors
Massachusetts
$936K

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.