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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
SPC
401
Sigma Planning Corp
Michigan
$241K +$231K +8,906 New
NFG
402
Northeast Financial Group
Pennsylvania
$240K -$27.7K -1,069 -11%
OGF
403
Orin Green Financial
California
$237K +$228K +8,786 New
WFAG
404
Wescott Financial Advisory Group
Pennsylvania
$237K -$89.6K -3,454 -28%
BCM
405
Brookstone Capital Management
Illinois
$233K +$18.3K +705 +9%
WA
406
Waverly Advisors
Alabama
$232K +$1.5K +58 +0.7%
TIAM2
407
Tru Independence Asset Management 2
Oregon
$232K +$223K +8,584 New
AO
408
Advisor OS
Illinois
$229K +$856 +33 +0.4%
MA
409
MJP Associates
Connecticut
$229K +$856 +33 +0.4%
AFS
410
Annapolis Financial Services
Maryland
$228K
WIA
411
World Investment Advisors
California
$228K +$1.48K +57 +0.7%
MW
412
Marcum Wealth
Ohio
$227K +$493 +19 +0.2%
BP
413
BWM Planning
Texas
$224K +$215K +8,279 New
CWR
414
Chico Wealth RIA
California
$223K +$214K +8,259 New
SPP
415
Single Point Partners
Massachusetts
$221K
AWP
416
Abacus Wealth Partners
California
$220K -$48.7K -1,878 -19%
MSFS
417
Main Street Financial Solutions
Pennsylvania
$216K
OPWM
418
Oakwell Private Wealth Management
Texas
$216K
HWMO
419
Heritage Wealth Management (Ohio)
Ohio
$212K
PIA
420
Perennial Investment Advisors
California
$212K +$203K +7,833 New
T
421
TNF
Montana
$212K +$1.43K +55 +0.7%
BFA
422
Beacon Financial Advisory
Ohio
$209K +$201K +7,754 New
MWM
423
Modern Wealth Management
Kansas
$209K -$42K -1,618 -17%
ACA
424
Affinity Capital Advisors
California
$209K +$201K +7,742 New
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$208K +$1.25K +48 +0.6%

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.