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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
RDFA
451
Ritter Daniher Financial Advisory
Ohio
$66.8K
CAS
452
Coppell Advisory Solutions
Texas
$64.5K -$20.9K -804 -25%
MJRIC
453
Mogy Joel R Investment Counsel
California
$64.4K -$25K -965 -29%
PA
454
Parallel Advisors
California
$62.1K
GWM
455
Geneos Wealth Management
Colorado
$60.3K
AA
456
AlphaMark Advisors
Kentucky
$57K
ME
457
McIlrath & Eck
Washington
$54.8K +$363 +14 +0.7%
EFP
458
EnRich Financial Partners
Wisconsin
$50.1K
VAMG
459
Voisard Asset Management Group
Michigan
$49.1K +$47.2K +1,819 New
WT
460
Washington Trust
Rhode Island
$46.2K
AWM
461
Avior Wealth Management
Nebraska
$44.9K -$441 -17 -1%
PCMC
462
Private Capital Management (Colorado)
Colorado
$41.5K
RWA
463
Redmont Wealth Advisors
Illinois
$38.5K +$8.82K +340 +31%
KFI
464
Key Financial Inc
Pennsylvania
$33.1K
Fifth Third Bancorp
465
Fifth Third Bancorp
Ohio
$32.7K +$29.5K +1,137 +1,579%
PWMG
466
Private Wealth Management Group
New Jersey
$31.7K
CIAS
467
Capital Investment Advisory Services
North Carolina
$31.2K
CA
468
Continuum Advisory
Idaho
$27.8K
TIM
469
Thompson Investment Management
Wisconsin
$15K
OC
470
Oakworth Capital
Alabama
$12.8K +$2.54K +98 +26%
OP
471
ORG Partners
Indiana
$12.4K +$11.9K +459 New
Bank of Montreal
472
Bank of Montreal
Ontario, Canada
$11.4K -$26.7M -1,030,249 -100%
SAM
473
Smartleaf Asset Management
Massachusetts
$10.4K
CBT
474
CoreFirst Bank & Trust
Kansas
$8.91K +$8.56K +330 New
BFS
475
Bare Financial Services
Pennsylvania
$8.56K

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.