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Dimensional World ex US Core Equity 2 ETF
DFAX

428 hedge funds and large institutions have $4.98B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 20

20% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 136

8% more funds holding

Funds holding: 396 → 428 (+32)

7% more capital invested

Capital invested by funds: $4.67B → $4.98B (+$305M)

1% less funds holding in top 10

Funds holding in top 10: 77 → 76 (-1)

1.47% less ownership

Funds ownership: 81.4% → 79.94% (-1.5%)

Holders
428
Holders Change
+32
Holders Change %
+8.08%
% of All Funds
6.24%
Holding in Top 10
76
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.3%
% of All Funds
1.11%
New
61
Increased
163
Reduced
136
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
+$23.5M
2
Bank of America
Bank of America
North Carolina
+$22.7M
3
OIA
OneDigital Investment Advisors
Kansas
+$20.6M
4
CWS
Confluence Wealth Services
Pennsylvania
+$11.5M
5
GWA
Geometric Wealth Advisors
District of Columbia
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$142M
2
Jane Street
Jane Street
New York
-$81.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$23.4M
4
Osaic Holdings
Osaic Holdings
Arizona
-$19.7M
5
LEFP
Leading Edge Financial Planning
Tennessee
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
351
Sage Financial Group
Pennsylvania
$287K – – –
GAM
352
Gemmer Asset Management
California
$286K +$1.28K +56 +0.5%
KWM
353
Kingsview Wealth Management
Oregon
$283K +$1.94K +85 +0.7%
LNC
354
Lincoln National Corp
Pennsylvania
$282K +$14.8K +647 +6%
FA
355
Financial Alternatives
California
$278K +$25.6K +1,120 +11%
BMD
356
Better Money Decisions
New Mexico
$272K +$1.65K +72 +0.7%
IA
357
IFP Advisors
Florida
$272K -$541K -23,654 -68%
IF
358
Ironwood Financial
Arizona
$271K – – –
2L
359
25 LLC
Missouri
$269K – – –
BC
360
Bartlett & Co
Ohio
$267K +$250K +10,920 New
BCWM
361
Bartlett & Co Wealth Management
Ohio
$267K +$250K +10,920 New
QCM
362
Quantinno Capital Management
New York
$263K -$61.8K -2,704 -20%
AWP
363
Abacus Wealth Partners
California
$245K – – –
SS
364
Simplicity Solutions
Minnesota
$239K – – –
HIP
365
HUB Investment Partners
Texas
$238K +$732 +32 +0.3%
SSWM
366
Sheets Smith Wealth Management
North Carolina
$237K – – –
USCWA
367
U.S. Capital Wealth Advisors
Texas
$237K -$153K -6,690 -41%
Fidelity Investments
368
Fidelity Investments
Massachusetts
$234K -$206 -9 -0.1%
KA
369
Kovack Advisors
Florida
$232K – – –
MGW
370
MB Generational Wealth
Washington
$224K +$209K +9,155 New
EP
371
Essential Planning
New Hampshire
$218K +$34.5K +1,510 +20%
Baird Financial Group
372
Baird Financial Group
Wisconsin
$218K -$39K -1,707 -16%
EP
373
Eudaimonia Partners
Tennessee
$211K +$198K +8,660 New
CC
374
Copperleaf Capital
North Carolina
$209K +$196K +8,550 New
OC
375
Oakworth Capital
Alabama
$206K – – –
13 14
15
16 17

DFAX Hedge Fund Activity: Q4 2023 in Review

428 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2023, worth a combined $4.98B — up 6.5% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DFAX positions and 20 closed out — a net gain of 41 holders — while 163 added to existing stakes and 136 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $23.5M. The largest seller was Strategic Investment Solutions, cutting an estimated $142M.

  • 428 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2023, up from 396 in Q3 2023.
  • Funds reported $4.98B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2023, up 6.5% quarter-over-quarter.
  • 61 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2023 and 20 closed out, a net change of +41 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2023 was M Holdings Securities, an estimated $23.5M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2023.