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Dimensional World ex US Core Equity 2 ETF
DFAX

217 hedge funds and large institutions have $2.01B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q3 according to their latest regulatory filings, with 217 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.72% more ownership

Funds ownership: 0% → 46.72% (+47%)

Holders
217
Holders Change
+217
Holders Change %
–
% of All Funds
3.8%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.4%
New
217
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$285M
2
GT
Glenmede Trust
Pennsylvania
+$155M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$135M
4
PL
Plancorp LLC
Missouri
+$114M
5
LPL Financial
LPL Financial
California
+$112M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$16.7M +$17.1M +644,536 New
AC
27
AWM Capital
Arizona
$16.4M +$16.4M +620,497 New
OIA
28
OneDigital Investment Advisors
Kansas
$16.4M +$16.8M +634,476 New
TWA
29
TCI Wealth Advisors
Arizona
$16.1M +$16.4M +621,117 New
KAS
30
Kestra Advisory Services
Texas
$15.9M +$16.3M +616,268 New
PP
31
Prosperity Planning
Missouri
$15.4M +$15.8M +595,758 New
HighTower Advisors
32
HighTower Advisors
Illinois
$13.4M +$13.7M +518,919 New
AIS
33
American Investment Services
Massachusetts
$12.7M +$13M +490,781 New
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$12.6M +$12.9M +487,508 New
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$12.6M +$12.9M +486,329 New
IA
36
IFG Advisory
Georgia
$12.5M +$12.8M +482,298 New
CPIG
37
Chicago Partners Investment Group
Illinois
$12.5M +$12.4M +467,657 New
AF
38
Advisornet Financial
Minnesota
$11.4M +$11.7M +440,841 New
MG
39
Mather Group
Illinois
$10M +$10.3M +387,595 New
MFT
40
Moisand Fitzgerald Tamayo
Florida
$9.55M +$9.76M +368,954 New
CWM
41
Cedar Wealth Management
California
$9.48M +$9.7M +366,460 New
Truist Financial
42
Truist Financial
North Carolina
$8.74M +$8.94M +337,855 New
SC
43
Savant Capital
Illinois
$8.3M +$8.48M +320,564 New
BDF
44
Balasa Dinverno & Foltz
$8.25M +$8.44M +318,908 New
Mariner
45
Mariner
Kansas
$7.94M +$8.12M +306,739 New
Financial Engines Advisors
46
Financial Engines Advisors
California
$7.84M +$8.02M +302,926 New
AL
47
Aspiriant LLC
California
$7.73M +$7.91M +298,803 New
LNC
48
Lincoln National Corp
Pennsylvania
$7.71M +$7.88M +297,886 New
PWM
49
PBMares Wealth Management
Virginia
$7.37M +$7.54M +284,920 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$6.98M +$7.14M +269,623 New
1
2
3 4 5

DFAX Hedge Fund Activity: Q3 2021 in Review

217 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q3 2021, worth a combined $2.01B.

Buyers outnumbered sellers: 217 funds opened new DFAX positions and 0 closed out — a net gain of 217 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $285M.

  • 217 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $2.01B of Dimensional World ex US Core Equity 2 ETF stock for Q3 2021.
  • 217 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q3 2021 and 0 closed out, a net change of +217 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q3 2021 was Buckingham Strategic Wealth, an estimated $285M added.

Based on aggregated 13F filings for Q3 2021.