Dimensional World ex US Core Equity 2 ETF
DFAX
284 hedge funds and large institutions have $2.85B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 63 reducing their positions, and 48 closing their positions.
116% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 63
7% less funds holding
Funds holding: 304 → 284 (-20)
8.51% less ownership
Funds ownership: 67.49% → 58.98% (-8.5%)
9% less funds holding in top 10
Funds holding in top 10: 66 → 60 (-6)
12% less capital invested
Capital invested by funds: $3.24B → $2.85B (-$390M)
35% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$32.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$18.1M |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$15.3M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$13.2M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$140M |
| 2 |
GWA
Geometric Wealth Advisors
Washington,
District of Columbia
|
-$94.5M |
| 3 |
PCI
Planning Center Inc
Moline,
Illinois
|
-$31.6M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$29.8M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$26.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$50K | -1,898 | Closed |
|
|
FCB
327
First Command Bank
Fort Worth,
Texas
| – | -$40K | -1,537 | Closed |
|
|
FCFS
328
First Command Financial Services
Fort Worth,
Texas
| – | -$40K | -1,537 | Closed |
|
329
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$26K | -1,010 | Closed |
|
|
LC
330
Lindbrook Capital
Calabasas,
California
| – | -$10K | -372 | Closed |
|
331
BlackRock
New York
| – | -$760 | -30 | -71% |
|
|
EA
332
Evolution Advisers
Richmond,
Virginia
| – | +$1.01K | +40 | New |
|
DFAX Hedge Fund Activity: Q1 2022 in Review
284 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2022, worth a combined $2.85B — down 12% from $3.24B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of DFAX and 31 opened new positions — a net loss of 17 holders — while 63 trimmed existing stakes and 136 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $32.2M. The largest seller was LPL Financial, exiting entirely with an estimated $140M sold.
- 284 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2022, down from 304 in Q4 2021.
- Funds reported $2.85B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2022, down 12% quarter-over-quarter.
- 31 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2022 and 48 closed out, a net change of -17 holders.
- The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $32.2M added.
- The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2022 was LPL Financial, an estimated $140M sold.
Based on aggregated 13F filings for Q1 2022.