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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
MSWMA
301
Market Street Wealth Management Advisors
Indiana
$356K
TWD
302
True Wealth Design
Ohio
$352K +$37.1K +1,591 +12%
SSC
303
Syverson Strege & Co
Iowa
$343K -$1.4K -60 -0.4%
SMA
304
Sage Mountain Advisors
Georgia
$339K
CSIC
305
Clifford Swan Investment Counsel
California
$330K
WA
306
Wealth Advisors
California
$324K
CA
307
Clearstead Advisors
Ohio
$324K
APP
308
Avantax Planning Partners
Iowa
$323K
RIS
309
Retirement Income Solutions
Michigan
$319K
PA
310
PFG Advisors
Arizona
$310K -$93.2K -4,002 -23%
RCG
311
Resource Consulting Group
Florida
$300K +$11.1K +475 +4%
SWM
312
Sanctuary Wealth Management
Idaho
$291K +$291K +12,484 New
W
313
WealthOne
New York
$290K -$8.06K -346 -3%
M
314
MOTCO
Texas
$288K
AT
315
American Trust
Kentucky
$281K +$5.5K +236 +2%
AFA
316
American Financial Advisors
Georgia
$278K
EP
317
Essential Planning
New Hampshire
$276K -$96.1K -4,125 -26%
IWA
318
Intercontinental Wealth Advisors
Texas
$272K +$4.19K +180 +2%
RCM
319
RB Capital Management
Nevada
$268K +$32.4K +1,393 +14%
KWM
320
Kingsview Wealth Management
Oregon
$266K +$3.45K +148 +1%
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$265K -$368K -15,813 -58%
2L
322
25 LLC
Missouri
$265K
IF
323
Ironwood Financial
Arizona
$259K
BMD
324
Better Money Decisions
New Mexico
$256K +$2.96K +127 +1%
EA
325
Efficient Advisors
Ohio
$256K +$255K +10,965 New

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.