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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
M&T Bank
301
M&T Bank
New York
$634K -$3.14K -123 -0.5%
WW
302
Waterfront Wealth
Kansas
$614K
Northern Trust
303
Northern Trust
Illinois
$611K +$614K +24,022 New
HIGP
304
Hill Investment Group Partners
Missouri
$609K +$603K +23,613 New
TA
305
TFB Advisors
Kansas
$601K -$133K -5,185 -18%
IPA
306
Investment Planning Advisors
Georgia
$599K +$602K +23,563 New
FWI
307
Facet Wealth Inc
Maryland
$589K +$588K +23,027 New
MHS
308
M Holdings Securities
Oregon
$589K -$5.57K -218 -0.9%
LWM
309
LJI Wealth Management
Indiana
$588K +$5.52K +216 +0.9%
ASI
310
Advisory Services & Investments
Oregon
$584K -$9.05K -354 -2%
IWN
311
Independent Wealth Network
Iowa
$577K
DF
312
DecisionPoint Financial
Arizona
$570K
Bank of New York Mellon
313
Bank of New York Mellon
New York
$566K +$569K +22,258 New
NB
314
NBT Bank
New York
$564K -$63.3K -2,477 -10%
RA
315
Rise Advisors
New York
$564K +$6.52K +255 +1%
FIM
316
Freedom Investment Management
Connecticut
$560K -$5.98K -234 -1%
WFA
317
Websterrogers Financial Advisors
South Carolina
$523K -$7.92K -310 -1%
QCM
318
Quantinno Capital Management
New York
$521K +$77.2K +3,021 +17%
Envestnet Portfolio Solutions
319
Envestnet Portfolio Solutions
Illinois
$521K -$23.8K -932 -4%
RW
320
RVW Wealth
California
$510K -$3.76K -147 -0.7%
SWM
321
Shakespeare Wealth Management
Wisconsin
$503K -$130K -5,083 -20%
MSWM
322
Mowery & Schoenfeld Wealth Management
Illinois
$498K +$501K +19,590 New
PFBT
323
Parkside Financial Bank & Trust
Missouri
$497K +$500K +19,558 New
JC
324
JB Capital
Connecticut
$496K +$5.7K +223 +1%
MGIA
325
Moneta Group Investment Advisors
Missouri
$495K +$28.2K +1,105 +6%

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.