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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
UF
351
Univest Financial
Pennsylvania
$392K +$377K +14,516 New
SRB
352
Shotwell Rutter Baer
Michigan
$389K -$18.2K -703 -5%
AC
353
Annandale Capital
Texas
$385K +$114K +4,380 +44%
Janney Montgomery Scott
354
Janney Montgomery Scott
Pennsylvania
$384K -$29.7K -1,143 -7%
RB
355
Renasant Bank
Mississippi
$382K
RCM
356
RB Capital Management
Nevada
$380K -$19K -734 -5%
SRCM
357
Signature Resources Capital Management
California
$376K
CA
358
Clearstead Advisors
Ohio
$376K
CGFA
359
Colton Groome Financial Advisors
North Carolina
$371K
RIS
360
Retirement Income Solutions
Michigan
$370K
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$366K +$2.54K +98 +0.7%
CSIC
362
Clifford Swan Investment Counsel
California
$365K
CAC
363
Certified Advisory Corp
Florida
$364K +$2.41K +93 +0.7%
SCTC
364
Sanibel Captiva Trust Company
Florida
$364K
Bank of New York Mellon
365
Bank of New York Mellon
New York
$358K -$233K -9,000 -40%
ACA
366
Aptus Capital Advisors
Alabama
$343K +$329K +12,695 New
GAM
367
Gemmer Asset Management
California
$340K -$1.12K -43 -0.3%
M
368
MOTCO
Texas
$334K
SMA
369
Sage Mountain Advisors
Georgia
$329K
SYBT
370
Stock Yards Bank & Trust
Kentucky
$328K
PA
371
PFG Advisors
Arizona
$327K -$2.39K -92 -0.8%
TWP
372
Total Wealth Planning
Ohio
$324K -$130 -5 -0%
AFA
373
American Financial Advisors
Georgia
$322K
KWM
374
Kingsview Wealth Management
Oregon
$319K +$2.13K +82 +0.7%
CHJWM
375
Carlton Hofferkamp & Jenks Wealth Management
Texas
$318K -$141K -5,429 -31%

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.