DFAX icon

Dimensional World ex US Core Equity 2 ETF
DFAX

Overview Fund Activity

448 hedge funds and large institutions have $5.25B 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, 169 increasing their positions, 161 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+21
Holders Change %
+4.92%
% of All Funds
6.49%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
44
Increased
169
Reduced
161
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
$38.1M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$72.6M
3
CPCM
Cardinal Point Capital Management
Ontario, Canada
$25.1M
4
SFS
Sowell Financial Services
Arkansas
$16.7M
5
MWA
Monograph Wealth Advisors
California
$131M

Top Sellers

1
PCA
Prosperity Capital Advisors
Ohio
$49.5M
2
Jane Street
Jane Street
New York
$15.4M
3
MHS
M Holdings Securities
Oregon
$597K
4
OMC
Old Mission Capital
Illinois
$2.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
376
Avantax Advisory Services
Texas
$225K +$225K +8,840 New
IA
377
IFP Advisors
Florida
$224K -$58.8K -2,310 -21%
BCWM
378
Bartlett & Co Wealth Management
Ohio
$222K -$55.4K -2,176 -20%
EP
379
Essential Planning
New Hampshire
$218K – – –
AFS
380
Annapolis Financial Services
Maryland
$215K -$888K -34,925 -81%
WA
381
Waverly Advisors
Alabama
$214K +$229 +9 +0.1%
MW
382
Marcum Wealth
Ohio
$214K +$2.26K +89 +1%
MA
383
MJP Associates
Connecticut
$213K +$213K +8,384 New
AO
384
Advisor OS
Illinois
$213K +$213K +8,384 New
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$211K +$211K +8,300 New
SPP
386
Single Point Partners
Massachusetts
$208K – – –
CC
387
Copperleaf Capital
North Carolina
$208K -$9.67K -380 -4%
AWA
388
Arbor Wealth Advisors
Michigan
$205K +$205K +8,047 New
MSFS
389
Main Street Financial Solutions
Pennsylvania
$204K +$204K +8,003 New
OPWM
390
Oakwell Private Wealth Management
Texas
$203K +$203K +7,981 New
GAM
391
Gemmer Asset Management
California
$203K -$94.8K -3,727 -32%
BCM
392
Brookstone Capital Management
Illinois
$202K +$202K +7,933 New
PIA
393
Perennial Investment Advisors
California
$202K +$202K +7,924 New
EWM
394
Empirical Wealth Management
Washington
$200K +$200K +7,878 New
SWM
395
Spire Wealth Management
Virginia
$196K – – –
AF
396
Advisornet Financial
Minnesota
$179K +$36.9K +1,450 +26%
BF
397
BOK Financial
Oklahoma
$178K +$178K +6,991 New
CSWM
398
Cassady Schiller Wealth Management
Ohio
$171K – – –
US Bancorp
399
US Bancorp
Minnesota
$163K +$163K +6,403 New
FFWA
400
FRG Family Wealth Advisors
Washington
$161K +$161K +6,465 New
14 15
16
17 18