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Dimensional World ex US Core Equity 2 ETF

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 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $5.44B → $5.75B (+$312M)

3% more funds holding

Funds holding: 469482 (+13)

0% more funds holding in top 10

Funds holding in top 10: 7474 (0)

1.7% less ownership

Funds ownership: 79.14%77.44% (-1.7%)

Holders
482
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.92%
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
36
Increased
186
Reduced
163
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFP
301
Brewster Financial Planning
New York
$704K
Fidelity Investments
302
Fidelity Investments
Massachusetts
$678K +$403K +15,545 +163%
EWM
303
Evercore Wealth Management
New York
$675K
TA
304
TFB Advisors
Kansas
$631K -$7.21K -278 -1%
WW
305
Waterfront Wealth
Kansas
$630K
MHS
306
M Holdings Securities
Oregon
$628K
LWM
307
LJI Wealth Management
Indiana
$628K +$3.37K +130 +0.6%
AA
308
Ancora Advisors
Ohio
$628K -$261K -10,076 -30%
KOMWMG
309
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$618K -$113K -4,374 -16%
IWN
310
Independent Wealth Network
Iowa
$613K
GLA
311
Good Life Advisors
Pennsylvania
$611K +$587K +22,615 New
RA
312
Rise Advisors
New York
$604K +$4.02K +155 +0.7%
EFP
313
Elser Financial Planning
Indiana
$602K -$13.7M -528,546 -96%
HIGP
314
Hill Investment Group Partners
Missouri
$601K
FIM
315
Freedom Investment Management
Connecticut
$601K +$5.24K +202 +0.9%
IPA
316
Investment Planning Advisors
Georgia
$599K
IC
317
Inscription Capital
Texas
$598K +$574K +22,136 New
ASI
318
Advisory Services & Investments
Oregon
$591K -$28.4K -1,094 -5%
BAWC
319
Boyce & Associates Wealth Consulting
Texas
$582K +$61.3K +2,362 +12%
SWM
320
Shakespeare Wealth Management
Wisconsin
$561K +$24.7K +953 +5%
Envestnet Portfolio Solutions
321
Envestnet Portfolio Solutions
Illinois
$545K -$8.35K -322 -2%
QCM
322
Quantinno Capital Management
New York
$544K -$9.57K -369 -2%
RW
323
RVW Wealth
California
$542K +$78 +3 +0%
DF
324
DecisionPoint Financial
Arizona
$540K -$50.5K -1,946 -9%
WFA
325
Websterrogers Financial Advisors
South Carolina
$530K -$24.4K -941 -5%

DFAX Hedge Fund Activity: Q3 2024 in Review

482 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2024, worth a combined $5.75B — up 5.7% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAX positions and 18 closed out — a net gain of 18 holders — while 186 added to existing stakes and 163 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $288M. The largest seller was Jane Street, cutting an estimated $36.3M.

  • 482 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $5.75B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 36 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2024 and 18 closed out, a net change of +18 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $288M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.