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Dimensional World ex US Core Equity 2 ETF

449 hedge funds and large institutions have $5.26B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $4.98B → $5.26B (+$281M)

5% more funds holding

Funds holding: 428449 (+21)

6% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 161

0% more funds holding in top 10

Funds holding in top 10: 7676 (0)

1.46% less ownership

Funds ownership: 79.94%78.48% (-1.5%)

Holders
449
Holders Change
+21
Holders Change %
+4.91%
% of All Funds
6.47%
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.09%
New
44
Increased
170
Reduced
161
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
351
MOTCO
Texas
$315K
SYBT
352
Stock Yards Bank & Trust
Kentucky
$309K +$297K +12,130 New
WFAG
353
Wescott Financial Advisory Group
Pennsylvania
$308K -$70.6K -2,888 -19%
GVAG
354
Great Valley Advisor Group
Delaware
$308K
AFA
355
American Financial Advisors
Georgia
$303K
SFG
356
Sage Financial Group
Pennsylvania
$299K
TF
357
Threadgill Financial
Texas
$298K +$287K +11,718 New
KWM
358
Kingsview Wealth Management
Oregon
$295K +$318 +13 +0.1%
SPC
359
Sigma Planning Corp
Michigan
$294K +$282K +11,542 New
IF
360
Ironwood Financial
Arizona
$282K
2L
361
25 LLC
Missouri
$280K
FTUS
362
Flow Traders U.S.
New York
$280K +$269K +10,990 New
NFG
363
Northeast Financial Group
Pennsylvania
$278K +$268K +10,944 New
BMD
364
Better Money Decisions
New Mexico
$276K -$7.24K -296 -3%
Baird Financial Group
365
Baird Financial Group
Wisconsin
$273K +$44K +1,800 +20%
CFG
366
Clayton Financial Group
Missouri
$265K -$56.5K -2,310 -18%
EP
367
Eudaimonia Partners
Tennessee
$261K +$39.6K +1,617 +19%
AWP
368
Abacus Wealth Partners
California
$255K
AC
369
Annandale Capital
Texas
$251K +$242K +9,874 New
HIP
370
HUB Investment Partners
Texas
$248K +$122 +5 +0.1%
SSWM
371
Sheets Smith Wealth Management
North Carolina
$247K
USCWA
372
U.S. Capital Wealth Advisors
Texas
$246K
Fidelity Investments
373
Fidelity Investments
Massachusetts
$243K -$24 -1 -0%
HL
374
HeadInvest LLC
Maine
$235K -$183K -7,500 -45%
GWM
375
Geneos Wealth Management
Colorado
$233K +$224K +9,146 New

DFAX Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2024, worth a combined $5.26B — up 5.6% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFAX positions and 15 closed out — a net gain of 29 holders — while 170 added to existing stakes and 161 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $36.6M. The largest seller was Prosperity Capital Advisors, cutting an estimated $29.1M.

  • 449 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2024, up from 428 in Q4 2023.
  • Funds reported $5.26B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2024, up 5.6% quarter-over-quarter.
  • 44 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2024 and 15 closed out, a net change of +29 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2024 was GeoWealth Management, an estimated $36.6M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2024 was Prosperity Capital Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2024.