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Dimensional World ex US Core Equity 2 ETF

482 hedge funds and large institutions have $5.75B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 163

6% more capital invested

Capital invested by funds: $5.44B → $5.75B (+$312M)

3% more funds holding

Funds holding: 469482 (+13)

0% more funds holding in top 10

Funds holding in top 10: 7474 (0)

1.7% less ownership

Funds ownership: 79.14%77.44% (-1.7%)

Holders
482
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.92%
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
36
Increased
186
Reduced
163
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
376
Ullmann Wealth Partners Group
Florida
$317K +$856 +33 +0.3%
TF
377
Threadgill Financial
Texas
$317K
OWP
378
Obermeyer Wealth Partners
Colorado
$315K +$303K +11,676 New
NAS
379
Nicolet Advisory Services
Wisconsin
$314K
RPGK
380
Retirement Planning Group (Kansas)
Kansas
$314K +$301K +11,612 New
GVAG
381
Great Valley Advisor Group
Delaware
$313K -$13K -501 -4%
2L
382
25 LLC
Missouri
$303K
CNTOF
383
Canandaigua National Trust of Florida
New York
$299K +$287K +11,062 New
BMD
384
Better Money Decisions
New Mexico
$298K +$1.74K +67 +0.6%
CG
385
Caprock Group
Idaho
$282K -$12.2K -470 -4%
CFG
386
Clayton Financial Group
Missouri
$281K
SFG
387
Sage Financial Group
Pennsylvania
$277K -$38.9K -1,500 -13%
SW
388
Simplicity Wealth
New Jersey
$270K -$1.54M -59,375 -86%
HIP
389
HUB Investment Partners
Texas
$266K +$778 +30 +0.3%
SSWM
390
Sheets Smith Wealth Management
North Carolina
$262K
KA
391
Kovack Advisors
Florida
$257K
CC
392
Copperleaf Capital
North Carolina
$256K +$1.74K +67 +0.7%
MF
393
Montis Financial
Massachusetts
$252K -$250K -9,656 -51%
ACA
394
American Capital Advisory
Idaho
$252K +$103K +3,975 +74%
HL
395
HeadInvest LLC
Maine
$250K
IA
396
IFP Advisors
Florida
$248K +$107K +4,115 +81%
USCWA
397
U.S. Capital Wealth Advisors
Texas
$248K
MGW
398
MB Generational Wealth
Washington
$242K
EP
399
Essential Planning
New Hampshire
$242K +$78 +3 +0%
Baird Financial Group
400
Baird Financial Group
Wisconsin
$241K

DFAX Hedge Fund Activity: Q3 2024 in Review

482 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2024, worth a combined $5.75B — up 5.7% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFAX positions and 18 closed out — a net gain of 18 holders — while 186 added to existing stakes and 163 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $288M. The largest seller was Jane Street, cutting an estimated $36.3M.

  • 482 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2024, up from 469 in Q2 2024.
  • Funds reported $5.75B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 36 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2024 and 18 closed out, a net change of +18 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $288M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q3 2024 was Jane Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.