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Dimensional World ex US Core Equity 2 ETF

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $5.44B → $5.75B (+$312M)

3% more funds holding

Funds holding: 469482 (+13)

0% more funds holding in top 10

Funds holding in top 10: 7474 (0)

1.7% less ownership

Funds ownership: 79.14%77.44% (-1.7%)

Holders
482
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.92%
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
36
Increased
186
Reduced
163
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
326
Mowery & Schoenfeld Wealth Management
Illinois
$529K
PFBT
327
Parkside Financial Bank & Trust
Missouri
$528K
FA
328
Financial Alternatives
California
$525K +$20.8K +802 +4%
JC
329
JB Capital
Connecticut
$505K -$21.5K -827 -4%
NB
330
NBT Bank
New York
$498K -$97.6K -3,762 -17%
TWCA
331
Two West Capital Advisors
Kansas
$497K -$16.4K -633 -3%
SWP
332
Stratos Wealth Partners
Ohio
$490K -$27.1K -1,043 -5%
SCM
333
Sterneck Capital Management
Missouri
$488K
SFC
334
Sprinkle Financial Consultants
Colorado
$481K +$17.3K +666 +4%
PTC
335
Private Trust Company
Ohio
$478K
PA
336
Probity Advisors
Texas
$465K +$447K +17,231 New
BTI
337
Blue Trust Inc
Georgia
$461K -$214K -8,242 -31%
MWM
338
Mission Wealth Management
California
$456K -$1.82K -70 -0.4%
S
339
SignatureFD
Georgia
$455K +$1.84K +71 +0.4%
SA
340
Stewardship Advisors
Pennsylvania
$450K +$432K +16,646 New
VFP
341
Verus Financial Partners
Virginia
$450K +$415 +16 +0.1%
FWI
342
Facet Wealth Inc
Maryland
$442K -$153K -5,914 -26%
First Manhattan
343
First Manhattan
New York
$431K +$414K +15,952 New
AG
344
Ascent Group
Virginia
$430K -$17.6K -677 -4%
PCIA
345
Prime Capital Investment Advisors
Kansas
$417K -$3.81K -147 -0.9%
ECG
346
Edge Capital Group
Georgia
$412K
Jones Financial Companies
347
Jones Financial Companies
Missouri
$409K +$373K +14,363 +2,040%
SSC
348
Syverson Strege & Co
Iowa
$402K -$26 -1 -0%
FPF
349
First Pacific Financial
Washington
$399K +$2.62K +101 +0.7%
AAS
350
Avantax Advisory Services
Texas
$397K +$97.8K +3,769 +34%

DFAX Hedge Fund Activity: Q3 2024 in Review

482 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2024, worth a combined $5.75B — up 5.7% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAX positions and 18 closed out — a net gain of 18 holders — while 186 added to existing stakes and 163 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $288M. The largest seller was Jane Street, cutting an estimated $36.3M.

  • 482 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $5.75B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 36 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2024 and 18 closed out, a net change of +18 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $288M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.