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Dimensional World ex US Core Equity 2 ETF
DFAX

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: 428 → 449 (+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: 76 → 76 (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
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$36.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$25.6M
3
CPCM
Cardinal Point Capital Management
Ontario, Canada
+$24.2M
4
SFS
Sowell Financial Services
Arkansas
+$11.4M
5
MWA
Monograph Wealth Advisors
California
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
PCA
Prosperity Capital Advisors
Ohio
-$29.1M
2
Jane Street
Jane Street
New York
-$24.6M
3
MHS
M Holdings Securities
Oregon
-$24.6M
4
OMC
Old Mission Capital
Illinois
-$13M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGW
376
MB Generational Wealth
Washington
$228K -$5.01K -205 -2%
AAS
377
Avantax Advisory Services
Texas
$225K +$216K +8,840 New
IA
378
IFP Advisors
Florida
$224K -$56.5K -2,310 -21%
BCWM
379
Bartlett & Co Wealth Management
Ohio
$222K -$53.2K -2,176 -20%
EP
380
Essential Planning
New Hampshire
$218K – – –
AFS
381
Annapolis Financial Services
Maryland
$215K -$854K -34,925 -81%
WA
382
Waverly Advisors
Alabama
$214K +$220 +9 +0.1%
MW
383
Marcum Wealth
Ohio
$214K +$2.18K +89 +1%
AO
384
Advisor OS
Illinois
$213K +$205K +8,384 New
MA
385
MJP Associates
Connecticut
$213K +$205K +8,384 New
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$211K +$203K +8,300 New
SPP
387
Single Point Partners
Massachusetts
$208K – – –
CC
388
Copperleaf Capital
North Carolina
$208K -$9.3K -380 -4%
AWA
389
Arbor Wealth Advisors
Michigan
$205K +$197K +8,047 New
MSFS
390
Main Street Financial Solutions
Pennsylvania
$204K +$196K +8,003 New
OPWM
391
Oakwell Private Wealth Management
Texas
$203K +$195K +7,981 New
GAM
392
Gemmer Asset Management
California
$203K -$91.2K -3,727 -32%
BCM
393
Brookstone Capital Management
Illinois
$202K +$194K +7,933 New
PIA
394
Perennial Investment Advisors
California
$202K +$194K +7,924 New
EWM
395
Empirical Wealth Management
Washington
$200K +$193K +7,878 New
SWM
396
Spire Wealth Management
Virginia
$196K – – –
AF
397
Advisornet Financial
Minnesota
$179K +$35.5K +1,450 +26%
BF
398
BOK Financial
Oklahoma
$178K +$171K +6,991 New
CSWM
399
Cassady Schiller Wealth Management
Ohio
$171K – – –
US Bancorp
400
US Bancorp
Minnesota
$163K +$157K +6,403 New
14 15
16
17 18

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.