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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
SPP
401
Single Point Partners
Massachusetts
$208K
BCM
402
Brookstone Capital Management
Illinois
$208K
T
403
TNF
Montana
$205K +$206K +8,054 New
AWA
404
Arbor Wealth Advisors
Michigan
$205K
MSFS
405
Main Street Financial Solutions
Pennsylvania
$203K
HWMO
406
Heritage Wealth Management (Ohio)
Ohio
$203K +$200K +7,837 New
OPWM
407
Oakwell Private Wealth Management
Texas
$203K
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$198K -$16.4K -640 -8%
SWM
409
Spire Wealth Management
Virginia
$196K
HGERS
410
Householder Group Estate & Retirement Specialist
Arizona
$186K +$93.9K +3,674 +100%
BF
411
BOK Financial
Oklahoma
$178K
US Bancorp
412
US Bancorp
Minnesota
$163K
CSWM
413
Cassady Schiller Wealth Management
Ohio
$159K -$12.1K -473 -7%
TWD
414
True Wealth Design
Ohio
$153K
SWM
415
Sanctuary Wealth Management
Idaho
$147K
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$138K
ACA
417
American Capital Advisory
Idaho
$131K +$58.3K +2,282 +75%
IA
418
IFP Advisors
Florida
$129K -$95.9K -3,753 -43%
CSB
419
City State Bank
Iowa
$127K
IRC
420
Investors Research Corp
Georgia
$125K +$62.8K +2,459 +100%
FFA
421
Farther Finance Advisors
California
$122K
CWM
422
Cedar Wealth Management
California
$120K
BHWM
423
Beaird Harris Wealth Management
Texas
$118K
CMP
424
Coston McIsaac & Partners
Maine
$115K +$1.07K +42 +0.9%
SL
425
Salomon & Ludwin
Virginia
$103K

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.