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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
KRW
351
Kaufman Rossin Wealth
Florida
$589K +$613K +23,679 New
LWM
352
LJI Wealth Management
Indiana
$582K +$4.55K +176 +0.8%
KOMWMG
353
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$575K +$7.06K +273 +1%
MHS
354
M Holdings Securities
Oregon
$573K -$5.12K -198 -0.9%
AAS
355
Avantax Advisory Services
Texas
$570K +$213K +8,241 +56%
FIM
356
Freedom Investment Management
Connecticut
$569K +$16.6K +641 +3%
RA
357
Rise Advisors
New York
$561K +$5.36K +207 +0.9%
NB
358
NBT Bank
New York
$552K +$97.3K +3,762 +20%
BAWC
359
Boyce & Associates Wealth Consulting
Texas
$540K +$4.53K +175 +0.8%
SWM
360
Shakespeare Wealth Management
Wisconsin
$539K +$24.2K +934 +5%
OWA
361
Oak Wealth Advisors
Illinois
$521K +$543K +20,974 New
FA
362
Financial Alternatives
California
$512K +$29.4K +1,135 +6%
IWN
363
Independent Wealth Network
Iowa
$510K -$56.7K -2,191 -10%
SA
364
Sanctuary Advisors
Indiana
$492K +$494K +19,105 New
RW
365
RVW Wealth
California
$491K -$8.56K -331 -2%
WFA
366
Websterrogers Financial Advisors
South Carolina
$488K +$129 +5 +0%
PFBT
367
Parkside Financial Bank & Trust
Missouri
$486K
HF
368
Holcombe Financial
Georgia
$485K +$504K +19,496 New
DF
369
DecisionPoint Financial
Arizona
$483K -$14.7K -569 -3%
SA
370
Stewardship Advisors
Pennsylvania
$483K +$71.6K +2,769 +17%
KFSC
371
Keystone Financial Services (Colorado)
Colorado
$473K +$493K +19,041 New
JC
372
JB Capital
Connecticut
$469K +$4.45K +172 +0.9%
SFC
373
Sprinkle Financial Consultants
Colorado
$466K +$23.7K +918 +5%
TWCA
374
Two West Capital Advisors
Kansas
$458K
PTC
375
Private Trust Company
Ohio
$440K

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.