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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.44B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

4% more funds holding

Funds holding: 449469 (+20)

3% more capital invested

Capital invested by funds: $5.26B → $5.44B (+$180M)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

0.66% more ownership

Funds ownership: 78.48%79.14% (+0.66%)

3% less funds holding in top 10

Funds holding in top 10: 7674 (-2)

Holders
469
Holders Change
+20
Holders Change %
+4.45%
% of All Funds
6.77%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
42
Increased
171
Reduced
166
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAWC
326
Boyce & Associates Wealth Consulting
Texas
$488K +$49.5K +1,936 +11%
SWP
327
Stratos Wealth Partners
Ohio
$487K -$3.07K -120 -0.6%
TWCA
328
Two West Capital Advisors
Kansas
$484K +$487K +19,044 New
MF
329
Montis Financial
Massachusetts
$483K -$295K -11,543 -38%
FWP
330
Falcon Wealth Planning
California
$475K -$52.8K -2,065 -10%
FA
331
Financial Alternatives
California
$474K +$71.5K +2,798 +18%
SCM
332
Sterneck Capital Management
Missouri
$459K
CHJWM
333
Carlton Hofferkamp & Jenks Wealth Management
Texas
$454K +$453K +17,716 New
PTC
334
Private Trust Company
Ohio
$450K -$6.62K -259 -1%
SFC
335
Sprinkle Financial Consultants
Colorado
$436K +$14.8K +580 +3%
MWM
336
Mission Wealth Management
California
$431K -$21.5K -840 -5%
CT
337
Colonial Trust
South Carolina
$427K -$23.9K -937 -5%
S
338
SignatureFD
Georgia
$426K +$3.04K +119 +0.7%
VFP
339
Verus Financial Partners
Virginia
$423K +$716 +28 +0.2%
AG
340
Ascent Group
Virginia
$422K -$128K -5,009 -23%
AQR Capital Management
341
AQR Capital Management
Connecticut
$404K
PCIA
342
Prime Capital Investment Advisors
Kansas
$397K -$41.2K -1,611 -9%
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$391K
SRB
344
Shotwell Rutter Baer
Michigan
$390K -$6.98K -273 -2%
ECG
345
Edge Capital Group
Georgia
$388K
SSC
346
Syverson Strege & Co
Iowa
$378K +$5.16K +202 +1%
RCM
347
RB Capital Management
Nevada
$377K -$12.2K -477 -3%
FPF
348
First Pacific Financial
Washington
$373K +$375K +14,655 New
GP
349
Girard Partners
Pennsylvania
$369K -$30K -1,174 -7%
RB
350
Renasant Bank
Mississippi
$360K

DFAX Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2024, worth a combined $5.44B — up 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAX positions and 17 closed out — a net gain of 25 holders — while 171 added to existing stakes and 166 trimmed.

The largest buyer was Jane Street, adding an estimated $58.5M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.

  • 469 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $5.44B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 42 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2024 and 17 closed out, a net change of +25 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2024 was Jane Street, an estimated $58.5M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.