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Dimensional World ex US Core Equity 2 ETF

391 hedge funds and large institutions have $4.5B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 175 increasing their positions, 122 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 122

11% more capital invested

Capital invested by funds: $4.06B → $4.5B (+$434M)

4% more funds holding

Funds holding: 377391 (+14)

0.19% more ownership

Funds ownership: 77.49%77.68% (+0.19%)

6% less funds holding in top 10

Funds holding in top 10: 8176 (-5)

Holders
391
Holders Change
+14
Holders Change %
+3.71%
% of All Funds
6.14%
Holding in Top 10
76
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.17%
% of All Funds
1.19%
New
26
Increased
175
Reduced
122
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
376
Stonebridge Capital Advisors
Minnesota
$28.9K +$3.96K +170 +16%
KFI
377
Key Financial Inc
Pennsylvania
$28.6K
WTC
378
WhitTier Trust Company
Nevada
$20.3K
Wells Fargo
379
Wells Fargo
California
$15.4K -$11K -472 -42%
TIM
380
Thompson Investment Management
Wisconsin
$13K
CFGS
381
Concourse Financial Group Securities
Alabama
$12.1K +$12.1K +519 New
WWP
382
WR Wealth Planners
Missouri
$10.4K +$93 +4 +0.9%
EWP
383
Elevation Wealth Partners
California
$6.78K
FBC
384
Fairfield, Bush & Co
Connecticut
$5.13K +$5.12K +220 New
CTC
385
Central Trust Company
Missouri
$3.71K
NSG
386
Nalls Sherbakoff Group
Tennessee
$3.67K
JFA
387
JNBA Financial Advisors
Minnesota
$3.54K
KTC
388
Kistler-Tiffany Companies
Pennsylvania
$3.01K +$3K +129 New
GTAM
389
Global Trust Asset Management
Florida
$1.17K
KSWA
390
Kathleen S. Wright Associates
Pennsylvania
$326 +$326 +14 New
FTUS
391
Flow Traders U.S.
New York
-$1.8M -78,246 Closed
LSIA
392
LaSalle St. Investment Advisors
Illinois
-$970K -42,078 Closed
GFWA
393
Grey Fox Wealth Advisors
Delaware
-$106K -4,578 Closed
ASN
394
Advisory Services Network
Georgia
-$104K -4,503 Closed
WP
395
WealthPLAN Partners
Nebraska
-$57K -2,470 Closed
ACA
396
Aptus Capital Advisors
Alabama
-$11.8K -511 Closed
GWANC
397
Guardian Wealth Advisors (North Carolina)
North Carolina
-$11.8K -511 Closed

DFAX Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2023, worth a combined $4.5B — up 11% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFAX positions and 7 closed out — a net gain of 19 holders — while 175 added to existing stakes and 122 trimmed.

The largest buyer was Jane Street, adding an estimated $110M. The largest seller was Summit Wealth Group, cutting an estimated $78.5M.

  • 391 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2023, up from 377 in Q1 2023.
  • Funds reported $4.5B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 26 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2023 and 7 closed out, a net change of +19 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2023 was Jane Street, an estimated $110M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2023.