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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
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$354K +$228K +8,802 +162%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$346K +$9.31K +360 +3%
SRCM
403
Signature Resources Capital Management
California
$346K
CA
404
Clearstead Advisors
Ohio
$346K
UF
405
Univest Financial
Pennsylvania
$342K -$19.4K -750 -5%
SRB
406
Shotwell Rutter Baer
Michigan
$342K -$12.7K -489 -3%
RIS
407
Retirement Income Solutions
Michigan
$340K
CAC
408
Certified Advisory Corp
Florida
$338K +$3.23K +125 +0.9%
MPW
409
Magnolia Private Wealth
Pennsylvania
$337K +$351K +13,557 New
CSIC
410
Clifford Swan Investment Counsel
California
$336K
SCTC
411
Sanibel Captiva Trust Company
Florida
$335K
FWP
412
Falcon Wealth Planning
California
$331K -$382K -14,756 -53%
Bank of New York Mellon
413
Bank of New York Mellon
New York
$331K +$1.34K +52 +0.4%
SF
414
Strategent Financial
Virginia
$324K +$337K +13,040 New
CHJWM
415
Carlton Hofferkamp & Jenks Wealth Management
Texas
$317K
FYW
416
Future You Wealth
New York
$315K +$328K +12,683 New
2L
417
25 LLC
Missouri
$312K +$34.5K +1,334 +12%
RFP
418
Root Financial Partners
California
$309K +$321K +12,412 New
EWM
419
Empirical Wealth Management
Washington
$308K +$320K +12,374 New
M
420
MOTCO
Texas
$308K
KWM
421
Kingsview Wealth Management
Oregon
$306K +$12.2K +473 +4%
GAM
422
Gemmer Asset Management
California
$304K -$8.74K -338 -3%
SMA
423
Sage Mountain Advisors
Georgia
$303K
SYBT
424
Stock Yards Bank & Trust
Kentucky
$302K
MAS
425
MPWM Advisory Solutions
Georgia
$299K +$311K +12,018 New

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.