DFAX icon

Dimensional World ex US Core Equity 2 ETF
DFAX

Overview Fund Activity

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+12
Holders Change %
+2.55%
% of All Funds
6.97%
Holding in Top 10
74
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.07%
New
36
Increased
186
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$300M
2
FMI
Factory Mutual Insurance
Massachusetts
+$52.3M
3
AF
Allworth Financial
California
+$24.5M
4
GWWM
Great Waters Wealth Management
Minnesota
+$13.6M
5
AL
Aspiriant LLC
California
+$12.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$37.8M
2
RA
RFG Advisory
Alabama
-$29.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28M
4
CFA
Capstone Financial Advisors
Illinois
-$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFP
301
Brewster Financial Planning
New York
$704K – – –
Fidelity Investments
302
Fidelity Investments
Massachusetts
$678K +$420K +15,545 +163%
EWM
303
Evercore Wealth Management
New York
$675K – – –
TA
304
TFB Advisors
Kansas
$631K -$7.51K -278 -1%
WW
305
Waterfront Wealth
Kansas
$630K – – –
MHS
306
M Holdings Securities
Oregon
$628K – – –
LWM
307
LJI Wealth Management
Indiana
$628K +$3.51K +130 +0.6%
AA
308
Ancora Advisors
Ohio
$628K -$272K -10,076 -30%
KOMWMG
309
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$618K -$118K -4,374 -16%
IWN
310
Independent Wealth Network
Iowa
$613K – – –
GLA
311
Good Life Advisors
Pennsylvania
$611K +$611K +22,615 New
RA
312
Rise Advisors
New York
$604K +$4.19K +155 +0.7%
EFP
313
Elser Financial Planning
Indiana
$602K -$14.3M -528,546 -96%
HIGP
314
Hill Investment Group Partners
Missouri
$601K – – –
FIM
315
Freedom Investment Management
Connecticut
$601K +$5.46K +202 +0.9%
IPA
316
Investment Planning Advisors
Georgia
$599K – – –
IC
317
Inscription Capital
Texas
$598K +$598K +22,136 New
ASI
318
Advisory Services & Investments
Oregon
$591K -$29.5K -1,094 -5%
BAWC
319
Boyce & Associates Wealth Consulting
Texas
$582K +$63.8K +2,362 +12%
SWM
320
Shakespeare Wealth Management
Wisconsin
$561K +$25.7K +953 +5%
Envestnet Portfolio Solutions
321
Envestnet Portfolio Solutions
Illinois
$545K -$8.7K -322 -2%
QCM
322
Quantinno Capital Management
New York
$544K -$9.97K -369 -2%
RW
323
RVW Wealth
California
$542K +$81 +3 +0%
DF
324
DecisionPoint Financial
Arizona
$540K -$52.6K -1,946 -9%
WFA
325
Websterrogers Financial Advisors
South Carolina
$530K -$25.4K -941 -5%
11 12
13
14 15