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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 122

11% more capital invested

Capital invested by funds: $4.06B → $4.5B (+$434M)

4% more funds holding

Funds holding: 377391 (+14)

0.19% more ownership

Funds ownership: 77.49%77.68% (+0.19%)

6% less funds holding in top 10

Funds holding in top 10: 8176 (-5)

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.14%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.19%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
326
Gemmer Asset Management
California
$252K +$12.2K +522 +5%
AWP
327
Abacus Wealth Partners
California
$249K -$37.7K -1,617 -13%
Baird Financial Group
328
Baird Financial Group
Wisconsin
$248K
FA
329
Financial Alternatives
California
$241K +$12.9K +555 +6%
IWM
330
IHT Wealth Management
Illinois
$240K
SS
331
Simplicity Solutions
Minnesota
$233K
Fidelity Investments
332
Fidelity Investments
Massachusetts
$230K -$1.37K -59 -0.6%
M&T Bank
333
M&T Bank
New York
$229K
SIC
334
Samalin Investment Counsel
New York
$227K +$4.03K +173 +2%
SSWM
335
Sheets Smith Wealth Management
North Carolina
$227K
HIP
336
HUB Investment Partners
Texas
$226K +$396 +17 +0.2%
KA
337
Kovack Advisors
Florida
$222K
VWA
338
V Wealth Advisors
Kansas
$220K +$955 +41 +0.4%
RFP
339
Root Financial Partners
California
$217K +$2.82K +121 +1%
SAG
340
SageView Advisory Group
California
$208K +$208K +8,926 New
BAM
341
Belpointe Asset Management
Nevada
$205K -$1.19M -51,281 -85%
ACA
342
Affinity Capital Advisors
California
$202K -$26.9K -1,154 -12%
OC
343
Oakworth Capital
Alabama
$197K
SWM
344
Spire Wealth Management
Virginia
$180K
HI
345
Harbour Investments
Wisconsin
$179K
CSWM
346
Cassady Schiller Wealth Management
Ohio
$167K
MJRIC
347
Mogy Joel R Investment Counsel
California
$160K
IGWM
348
ICA Group Wealth Management
Colorado
$158K +$134K +5,766 +569%
CAS
349
Coppell Advisory Solutions
Texas
$157K +$158K +6,784 New
CIAS
350
Capital Investment Advisory Services
North Carolina
$150K +$5.12K +220 +4%

DFAX Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2023, worth a combined $4.5B — up 11% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAX positions and 7 closed out — a net gain of 19 holders — while 175 added to existing stakes and 122 trimmed.

The largest buyer was Jane Street, adding an estimated $110M. The largest seller was Summit Wealth Group, cutting an estimated $78.5M.

  • 391 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2023, up from 377 in Q1 2023.
  • Funds reported $4.5B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 26 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2023 and 7 closed out, a net change of +19 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2023 was Jane Street, an estimated $110M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2023.