We are live on ! Find out more
DFAX icon

Dimensional World ex US Core Equity 2 ETF

322 hedge funds and large institutions have $3.16B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 85

13% more funds holding

Funds holding: 284322 (+38)

11.35% more ownership

Funds ownership: 58.98%70.33% (+11%)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$303M)

7% more funds holding in top 10

Funds holding in top 10: 6064 (+4)

Holders
322
Holders Change
+38
Holders Change %
+13.38%
% of All Funds
5.42%
Holding in Top 10
64
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.67%
% of All Funds
1.08%
New
64
Increased
125
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
-$418K -16,757 Closed
MCM
327
Maple Capital Management
Vermont
-$403K -16,165 Closed
FG
328
Foster Group
Iowa
-$320K -12,845 Closed
OIA
329
OneDigital Investment Advisors
Kansas
-$314K -12,595 Closed
FWM
330
Fortress Wealth Management
California
-$255K -10,214 Closed
CSWM
331
Cassady Schiller Wealth Management
Ohio
-$223K -8,946 Closed
MA
332
MJP Associates
Connecticut
-$221K -8,860 Closed
CCM
333
Carlson Capital Management
Minnesota
-$211K -8,456 Closed
Thrivent Financial for Lutherans
334
Thrivent Financial for Lutherans
Minnesota
-$208K -8,345 Closed
OPWM
335
Oakwell Private Wealth Management
Texas
-$203K -8,148 Closed
TFO
336
Tarbox Family Office
California
-$177K -7,082 Closed
RTC
337
Riverview Trust Company
Washington
-$136K -5,459 Closed
HF
338
Halpern Financial
Virginia
-$68.4K -2,741 Closed
JP Morgan Chase
339
JP Morgan Chase
New York
-$41K -1,641 Closed
FFA
340
Freedman Financial Associates
Massachusetts
-$36K -1,423 Closed
GWM
341
Geneos Wealth Management
Colorado
-$24K -967 Closed
MAM
342
Marquette Asset Management
Minnesota
-$21K -859 Closed
MAM
343
Meeder Asset Management
Ohio
-$5K -210 Closed

DFAX Hedge Fund Activity: Q2 2022 in Review

322 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2022, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAX positions and 23 closed out — a net gain of 41 holders — while 125 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $156M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $85.7M sold.

  • 322 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2022, up from 284 in Q1 2022.
  • Funds reported $3.16B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2022, up 11% quarter-over-quarter.
  • 64 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2022 and 23 closed out, a net change of +41 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2022 was LPL Financial, an estimated $156M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2022 was Eaton Vance Management, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2022.