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Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
326
Tanglewood Legacy Advisors
Texas
$791K
CAM
327
Clark Asset Management
New Hampshire
$784K
FOA
328
Five Oceans Advisors
California
$781K +$21K +810 +3%
CIAS
329
CFS Investment Advisory Services
New Jersey
$776K
SDWIA
330
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$763K -$3.88K -150 -0.5%
SWA
331
Stratos Wealth Advisors
Ohio
$761K -$74.4K -2,877 -9%
Fidelity Investments
332
Fidelity Investments
Massachusetts
$755K +$136K +5,273 +21%
BTI
333
Blue Trust Inc
Georgia
$751K +$313K +12,084 +67%
DI
334
Disciplined Investors
Texas
$748K +$791K +30,581 New
M&T Bank
335
M&T Bank
New York
$745K
DWM
336
Diversify Wealth Management
Utah
$743K +$5.79K +224 +0.7%
IPA
337
Investment Planning Advisors
Georgia
$716K +$136K +5,256 +22%
NHC
338
Nicholas Hoffman & Company
Georgia
$703K
GJIA
339
Glass Jacobson Investment Advisors
Maryland
$695K -$230K -8,874 -24%
TCWM
340
Total Clarity Wealth Management
Illinois
$692K +$22.3K +862 +3%
SFM
341
Signet Financial Management
New Jersey
$681K +$1.42K +55 +0.2%
PIFP
342
Partners in Financial Planning
Virginia
$668K -$750 -29 -0.1%
MGIA
343
Moneta Group Investment Advisors
Missouri
$665K +$11.3K +436 +2%
QPWM
344
Quadrant Private Wealth Management
Pennsylvania
$651K
MHB
345
Midwest Heritage Bank
Iowa
$646K -$159K -6,154 -19%
HIGP
346
Hill Investment Group Partners
Missouri
$637K +$51.6K +1,994 +8%
BFP
347
Brewster Financial Planning
New York
$627K -$21.9K -846 -3%
EWM
348
Evercore Wealth Management
New York
$622K
TA
349
TFB Advisors
Kansas
$621K +$41.8K +1,616 +7%
WW
350
Waterfront Wealth
Kansas
$601K

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.