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Dimensional World ex US Core Equity 2 ETF

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: 428449 (+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: 7676 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
401
FRG Family Wealth Advisors
Washington
$161K +$158K +6,465 New
TWD
402
True Wealth Design
Ohio
$153K
SWM
403
Sanctuary Wealth Management
Idaho
$147K -$64.2K -2,624 -31%
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$138K
CSB
405
City State Bank
Iowa
$127K
IGWM
406
ICA Group Wealth Management
Colorado
$124K
FFA
407
Farther Finance Advisors
California
$122K
CWM
408
Cedar Wealth Management
California
$120K
BHWM
409
Beaird Harris Wealth Management
Texas
$118K
CMP
410
Coston McIsaac & Partners
Maine
$114K +$98 +4 +0.1%
SL
411
Salomon & Ludwin
Virginia
$103K
PO
412
Private Ocean
California
$94.3K -$2.27K -93 -2%
HGERS
413
Householder Group Estate & Retirement Specialist
Arizona
$93.1K +$3.3K +135 +4%
OCM
414
Orion Capital Management
California
$85.8K -$17.9K -731 -18%
PMFA
415
Plante Moran Financial Advisors
Michigan
$85.6K +$82.3K +3,363 New
MJRIC
416
Mogy Joel R Investment Counsel
California
$85.2K -$51.4K -2,100 -39%
HI
417
Harbour Investments
Wisconsin
$82.9K
WTA
418
Washington Trust Advisors
Massachusetts
$81.6K
QCG
419
Quadrant Capital Group
Ohio
$80.7K
ACA
420
American Capital Advisory
Idaho
$70.6K -$55.8K -2,282 -43%
HWA
421
Heritage Wealth Advisors
Virginia
$64K
RDFA
422
Ritter Daniher Financial Advisory
Ohio
$63K
IRC
423
Investors Research Corp
Georgia
$62.4K
PA
424
Parallel Advisors
California
$58.5K
Wells Fargo
425
Wells Fargo
California
$55.7K +$45.7K +1,869 +584%

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.