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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
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$33K -$4.56K -196 -11%
BFPW
302
BOK Financial Private Wealth
Colorado
$33K +$35.7K +1,535 New
CI
303
CX Institutional
Indiana
$29K +$31.3K +1,346 New
SSC
304
Syverson Strege & Co
Iowa
$29K +$31.4K +1,349 New
Wells Fargo
305
Wells Fargo
California
$26K -$46.7K -2,007 -63%
KFI
306
Key Financial Inc
Pennsylvania
$26K
PFA
307
Professional Financial Advisors
Nebraska
$24K
US Bancorp
308
US Bancorp
Minnesota
$23K
FCB
309
First Command Bank
Texas
$19K +$20.3K +874 New
FCFS
310
First Command Financial Services
Texas
$19K +$20.3K +874 New
RIM
311
Rockbridge Investment Management
New York
$18.9K -$46.7K -2,006 -69%
ACA
312
Aptus Capital Advisors
Alabama
$11K
GWANC
313
Guardian Wealth Advisors (North Carolina)
North Carolina
$11K +$11.9K +511 New
HFS
314
Heritage Financial Services
Massachusetts
$9K +$10.4K +448 New
GI
315
Gradient Investments
Minnesota
$6K +$7.05K +303 New
FBC
316
Fairfield, Bush & Co
Connecticut
$5K +$5.12K +220 New
JFA
317
JNBA Financial Advisors
Minnesota
$3K
CFN
318
Cordasco Financial Network
Florida
$3K +$2.91K +125 New
GTAM
319
Global Trust Asset Management
Florida
$1K
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$1K
EVM
321
Eaton Vance Management
Massachusetts
-$85.7M -3,434,557 Closed
WIM
322
Warwick Investment Management
Texas
-$7.97M -319,441 Closed
OMC
323
Old Mission Capital
Illinois
-$6.75M -270,619 Closed
Citadel Advisors
324
Citadel Advisors
Florida
-$2.47M -98,961 Closed
HWMA
325
Heritage Wealth Management (Arizona)
Arizona
-$1.21M -48,582 Closed

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.