We are live on ! Find out more
DFAX icon

Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
301
Montis Financial
Massachusetts
$933K +$729K +28,188 +302%
SIAG
302
Safeguard Investment Advisory Group
California
$923K -$32.3K -1,250 -3%
Vanguard Group
303
Vanguard Group
Pennsylvania
$918K +$15K +579 +2%
RWI
304
Red Wave Investments
Pennsylvania
$905K -$82.5K -3,188 -8%
WWC
305
Waypoint Wealth Counsel
Georgia
$904K -$569 -22 -0.1%
WP
306
Westmount Partners
California
$898K
MSWMA
307
Market Street Wealth Management Advisors
Indiana
$894K +$239K +9,235 +35%
IFS
308
Intelligent Financial Strategies
Minnesota
$888K
CW
309
Curio Wealth
Maryland
$886K +$922K +35,644 New
LIA
310
Lynx Investment Advisory
District of Columbia
$885K -$194K -7,497 -17%
CT
311
Colonial Trust
South Carolina
$884K +$103K +3,996 +13%
ZF
312
Zhang Financial
Michigan
$884K +$3.21K +124 +0.4%
Natixis Advisors
313
Natixis Advisors
Massachusetts
$882K +$167K +6,475 +22%
FWMP
314
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$867K +$902K +34,880 New
CW
315
CreativeOne Wealth
Kansas
$855K -$44.9K -1,736 -5%
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
$853K +$520K +20,101 +141%
ACM
317
Advisors Capital Management
New Jersey
$847K -$75K -2,900 -8%
CL
318
Choreo LLC
Illinois
$847K -$418K -16,140 -32%
Jones Financial Companies
319
Jones Financial Companies
Missouri
$843K +$488K +18,847 +125%
SRC
320
Sage Rhino Capital
California
$837K -$45.6K -1,762 -5%
LEFP
321
Leading Edge Financial Planning
Tennessee
$825K -$50.9K -1,968 -6%
FCI
322
Financial Counselors Inc
Kansas
$823K
FF
323
Francis Financial
$814K
TIM
324
Tortoise Investment Management
New York
$813K
Brown Advisory
325
Brown Advisory
Maryland
$805K -$3.47K -134 -0.4%

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.