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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
SWM
426
Spire Wealth Management
Virginia
$208K
SIC
427
Samalin Investment Counsel
New York
$206K +$198K +7,640 New
AW
428
Atlas Wealth
Ohio
$206K +$198K +7,619 New
FA
429
FSA Advisors
Michigan
$204K +$202K +7,771 New
BF
430
BOK Financial
Oklahoma
$187K
HGERS
431
Householder Group Estate & Retirement Specialist
Arizona
$178K -$19.1K -738 -10%
US Bancorp
432
US Bancorp
Minnesota
$173K
CSWM
433
Cassady Schiller Wealth Management
Ohio
$169K
TWD
434
True Wealth Design
Ohio
$163K
SWM
435
Sanctuary Wealth Management
Idaho
$156K
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$145K
FHA
437
First Horizon Advisors
Tennessee
$142K +$137K +5,274 New
FFA
438
Farther Finance Advisors
California
$138K +$7.81K +301 +6%
CSB
439
City State Bank
Iowa
$135K
IRC
440
Investors Research Corp
Georgia
$133K
CWM
441
Cedar Wealth Management
California
$127K
BHWM
442
Beaird Harris Wealth Management
Texas
$119K -$5.45K -210 -5%
CTA
443
Colonial Trust Advisors
South Carolina
$115K +$111K +4,271 New
AIP
444
Ameritas Investment Partners
Nebraska
$106K +$102K +3,931 New
HI
445
Harbour Investments
Wisconsin
$99.8K +$11.3K +435 +13%
AF
446
Advisornet Financial
Minnesota
$92.8K
WTA
447
Washington Trust Advisors
Massachusetts
$86.6K
Qube Research & Technologies (QRT)
448
Qube Research & Technologies (QRT)
United Kingdom
$71.4K +$68.2K +2,630 +18,786%
SL
449
Salomon & Ludwin
Virginia
$70.1K -$37.3K -1,439 -36%
HWA
450
Heritage Wealth Advisors
Virginia
$68K

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.