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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
AA
426
AlphaMark Advisors
Kentucky
$53K
ME
427
McIlrath & Eck
Washington
$50.7K +$48.8K +1,993 New
EFP
428
EnRich Financial Partners
Wisconsin
$44.8K +$43.1K +1,762 New
AWM
429
Avior Wealth Management
Nebraska
$33.3K -$287K -11,719 -90%
RBC
430
Roble Belko & Company
Pennsylvania
$32K
KFI
431
Key Financial Inc
Pennsylvania
$31.2K
PWMG
432
Private Wealth Management Group
New Jersey
$29.9K -$70.1K -2,864 -71%
CIAS
433
Capital Investment Advisory Services
North Carolina
$29.4K
CA
434
Continuum Advisory
Idaho
$28.4K -$427K -17,439 -94%
First Manhattan
435
First Manhattan
New York
$27K +$25.9K +1,060 New
WTC
436
WhitTier Trust Company
Nevada
$16.2K
TIM
437
Thompson Investment Management
Wisconsin
$14.2K
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$10.7K -$8.9K -364 -46%
SAM
439
Smartleaf Asset Management
Massachusetts
$10.5K -$131K -5,343 -93%
CA
440
CoreCap Advisors
Michigan
$9.16K +$8.81K +360 New
BFS
441
Bare Financial Services
Pennsylvania
$8.91K +$8.73K +357 New
EWP
442
Elevation Wealth Partners
California
$7.4K
TAM
443
Tucker Asset Management
Colorado
$4.99K +$4.79K +196 New
WWP
444
WR Wealth Planners
Missouri
$4.43K +$4.26K +174 New
SIM
445
Studio Investment Management
Illinois
$4.17K +$4.01K +164 New
CTC
446
Central Trust Company
Missouri
$4.04K
JFA
447
JNBA Financial Advisors
Minnesota
$3.87K
TSWM
448
Tyler-Stone Wealth Management
Ohio
$2.54K
BBHC
449
Brown Brothers Harriman & Co
New York
$1.27K
Susquehanna International Group
450
Susquehanna International Group
Pennsylvania
-$4.24M -173,440 Closed

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.