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Dimensional World ex US Core Equity 2 ETF

469 hedge funds and large institutions have $5.44B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

4% more funds holding

Funds holding: 449469 (+20)

3% more capital invested

Capital invested by funds: $5.26B → $5.44B (+$180M)

3% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 166

0.66% more ownership

Funds ownership: 78.48%79.14% (+0.66%)

3% less funds holding in top 10

Funds holding in top 10: 7674 (-2)

Holders
469
Holders Change
+20
Holders Change %
+4.45%
% of All Funds
6.77%
Holding in Top 10
74
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
42
Increased
171
Reduced
166
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
376
Avantax Advisory Services
Texas
$278K +$53.6K +2,098 +24%
CG
377
Caprock Group
Idaho
$277K +$279K +10,907 New
TIAA Trust, National Association
378
TIAA Trust, National Association
North Carolina
$266K +$268K +10,471 New
CFG
379
Clayton Financial Group
Missouri
$265K
FAIM
380
Financial Advocates Investment Management
Washington
$261K -$167K -6,536 -40%
AWP
381
Abacus Wealth Partners
California
$255K
NFG
382
Northeast Financial Group
Pennsylvania
$253K -$25.1K -984 -9%
AC
383
Annandale Capital
Texas
$251K
HIP
384
HUB Investment Partners
Texas
$249K +$1.28K +50 +0.5%
SSWM
385
Sheets Smith Wealth Management
North Carolina
$247K
Fidelity Investments
386
Fidelity Investments
Massachusetts
$243K +$77 +3 +0%
KA
387
Kovack Advisors
Florida
$242K +$243K +9,520 New
CC
388
Copperleaf Capital
North Carolina
$239K +$31.9K +1,247 +15%
MWM
389
Modern Wealth Management
Kansas
$238K +$239K +9,364 New
HL
390
HeadInvest LLC
Maine
$235K
USCWA
391
U.S. Capital Wealth Advisors
Texas
$233K -$13.2K -518 -5%
MGW
392
MB Generational Wealth
Washington
$228K
EP
393
Essential Planning
New Hampshire
$227K +$128 +5 +0.1%
Baird Financial Group
394
Baird Financial Group
Wisconsin
$227K -$46K -1,800 -17%
WA
395
Waverly Advisors
Alabama
$217K +$2.53K +99 +1%
AO
396
Advisor OS
Illinois
$215K +$1.38K +54 +0.6%
MA
397
MJP Associates
Connecticut
$215K +$1.38K +54 +0.6%
AFS
398
Annapolis Financial Services
Maryland
$214K
MW
399
Marcum Wealth
Ohio
$213K -$1.38K -54 -0.6%
WIA
400
World Investment Advisors
California
$213K -$311K -12,158 -59%

DFAX Hedge Fund Activity: Q2 2024 in Review

469 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q2 2024, worth a combined $5.44B — up 3.4% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAX positions and 17 closed out — a net gain of 25 holders — while 171 added to existing stakes and 166 trimmed.

The largest buyer was Jane Street, adding an estimated $58.5M. The largest seller was Envestnet Asset Management, cutting an estimated $31.6M.

  • 469 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $5.44B of Dimensional World ex US Core Equity 2 ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 42 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q2 2024 and 17 closed out, a net change of +25 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q2 2024 was Jane Street, an estimated $58.5M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.