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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
TWP
426
Total Wealth Planning
Ohio
$298K
AFA
427
American Financial Advisors
Georgia
$297K
MAM
428
McCarthy Asset Management
California
$296K -$429K -16,603 -58%
UWPG
429
Ullmann Wealth Partners Group
Florida
$293K +$1.14K +44 +0.4%
TF
430
Threadgill Financial
Texas
$291K
RPGK
431
Retirement Planning Group (Kansas)
Kansas
$291K +$2.66K +103 +0.9%
GVAG
432
Great Valley Advisor Group
Delaware
$288K
NAS
433
Nicolet Advisory Services
Wisconsin
$288K
BH
434
Burk Holdings
Oklahoma
$278K +$289K +11,191 New
BMD
435
Better Money Decisions
New Mexico
$277K +$2.69K +104 +0.9%
IA
436
IFP Advisors
Florida
$275K +$48.8K +1,888 +21%
MOS
437
MGO One Seven
Ohio
$273K +$284K +10,965 New
JAA
438
Joel Adams & Associates
North Carolina
$272K +$283K +10,956 New
AIA
439
AssuredPartners Investment Advisors
Florida
$268K +$279K +10,800 New
HCWM
440
Hidden Cove Wealth Management
Washington
$268K +$278K +10,764 New
CG
441
Caprock Group
Idaho
$259K
CFG
442
Clayton Financial Group
Missouri
$259K
SFG
443
Sage Financial Group
Pennsylvania
$255K
LWM
444
Level Wealth Management
North Carolina
$254K +$264K +10,218 New
MADFP
445
Michael A Dubis Financial Planning
Wisconsin
$248K +$258K +9,984 New
USCWA
446
U.S. Capital Wealth Advisors
Texas
$247K +$19.6K +758 +8%
HIP
447
HUB Investment Partners
Texas
$246K +$1.06K +41 +0.4%
SSWM
448
Sheets Smith Wealth Management
North Carolina
$242K
KA
449
Kovack Advisors
Florida
$237K
ACA
450
American Capital Advisory
Idaho
$232K +$621 +24 +0.3%

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.