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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
WA
376
Waverly Advisors
Alabama
$206K +$193K +8,422 New
SWM
377
Sanctuary Wealth Management
Idaho
$205K -$75K -3,279 -28%
MW
378
Marcum Wealth
Ohio
$204K +$191K +8,334 New
FA
379
FSA Advisors
Michigan
$200K +$187K +8,192 New
SPP
380
Single Point Partners
Massachusetts
$200K +$187K +8,192 New
SWM
381
Spire Wealth Management
Virginia
$183K – – –
CSWM
382
Cassady Schiller Wealth Management
Ohio
$164K – – –
CAS
383
Coppell Advisory Solutions
Texas
$164K -$15.9K -695 -9%
TWD
384
True Wealth Design
Ohio
$147K -$114K -4,971 -45%
SAM
385
Smartleaf Asset Management
Massachusetts
$141K +$132K +5,754 New
AF
386
Advisornet Financial
Minnesota
$137K +$21.2K +925 +20%
MJRIC
387
Mogy Joel R Investment Counsel
California
$133K – – –
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$133K – – –
ACA
389
American Capital Advisory
Idaho
$131K +$122K +5,345 New
CSB
390
City State Bank
Iowa
$122K – – –
IGWM
391
ICA Group Wealth Management
Colorado
$119K +$112K +4,876 New
FFA
392
Farther Finance Advisors
California
$117K -$1.24K -54 -1%
CWM
393
Cedar Wealth Management
California
$115K – – –
BHWM
394
Beaird Harris Wealth Management
Texas
$113K – – –
CMP
395
Coston McIsaac & Partners
Maine
$109K +$617 +27 +0.6%
OCM
396
Orion Capital Management
California
$100K -$9.83K -430 -9%
PWMG
397
Private Wealth Management Group
New Jersey
$98.6K +$92.3K +4,038 New
PO
398
Private Ocean
California
$92.8K +$46 +2 +0.1%
TWM
399
Tradition Wealth Management
Minnesota
$92K +$617 +27 +0.7%
SL
400
Salomon & Ludwin
Virginia
$90.8K – – –
14 15
16
17 18

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.