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Dimensional World ex US Core Equity 2 ETF

536 hedge funds and large institutions have $5.78B invested in Dimensional World ex US Core Equity 2 ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 217 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 142

18% more funds holding in top 10

Funds holding in top 10: 7487 (+13)

11% more funds holding

Funds holding: 482536 (+54)

4.67% more ownership

Funds ownership: 77.44%82.11% (+4.7%)

1% more capital invested

Capital invested by funds: $5.75B → $5.78B (+$32.7M)

Holders
536
Holders Change
+54
Holders Change %
+11.2%
% of All Funds
7.06%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.15%
New
91
Increased
217
Reduced
142
Closed
30
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$435K -$69.8K -2,699 -13%
RCM
377
RB Capital Management
Nevada
$433K +$86K +3,325 +24%
SC
378
Scratch Capital
Idaho
$429K +$446K +17,244 New
PA
379
Probity Advisors
Texas
$428K
SWP
380
Stratos Wealth Partners
Ohio
$424K -$27.6K -1,066 -6%
S
381
SignatureFD
Georgia
$421K +$2.51K +97 +0.6%
MWM
382
Mission Wealth Management
California
$420K
FWI
383
Facet Wealth Inc
Maryland
$413K -$27.8K -1,074 -6%
Jane Street
384
Jane Street
New York
$413K -$38.2M -1,476,985 -99%
VFP
385
Verus Financial Partners
Virginia
$410K +$595 +23 +0.1%
AIM
386
Archer Investment Management
Texas
$408K +$425K +16,413 New
BTWM
387
Baker Tilly Wealth Management
Wisconsin
$405K +$422K +16,299 New
QCM
388
Quantinno Capital Management
New York
$405K -$99.5K -3,848 -19%
SWA
389
Strategies Wealth Advisors
Michigan
$404K +$403K +15,591 New
Ameriprise
390
Ameriprise
Minnesota
$404K +$420K +16,252 New
AA
391
Ancora Advisors
Ohio
$399K -$186K -7,194 -31%
First Manhattan
392
First Manhattan
New York
$397K
VAMG
393
Voisard Asset Management Group
Michigan
$383K +$351K +13,570 +746%
RB
394
Renasant Bank
Mississippi
$382K +$31K +1,198 +8%
ECG
395
Edge Capital Group
Georgia
$379K
Bessemer Group
396
Bessemer Group
New Jersey
$378K +$394K +15,219 New
SSC
397
Syverson Strege & Co
Iowa
$375K +$5.12K +198 +1%
AC
398
Annandale Capital
Texas
$374K +$20.9K +806 +6%
PCIA
399
Prime Capital Investment Advisors
Kansas
$370K -$14.8K -571 -4%
AG
400
Ascent Group
Virginia
$370K -$26.9K -1,041 -7%

DFAX Hedge Fund Activity: Q4 2024 in Review

536 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2024, worth a combined $5.78B — up 0.57% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFAX positions and 30 closed out — a net gain of 61 holders — while 217 added to existing stakes and 142 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $45.9M. The largest seller was UBS Group, cutting an estimated $46.1M.

  • 536 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2024, up from 482 in Q3 2024.
  • Funds reported $5.78B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2024, up 0.57% quarter-over-quarter.
  • 91 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2024 and 30 closed out, a net change of +61 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $45.9M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2024 was UBS Group, an estimated $46.1M sold.

Based on aggregated 13F filings for Q4 2024.