We are live on ! Find out more
DFAX icon

Dimensional World ex US Core Equity 2 ETF
DFAX

304 hedge funds and large institutions have $3.24B invested in Dimensional World ex US Core Equity 2 ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

677% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 13

187% more funds holding in top 10

Funds holding in top 10: 23 → 66 (+43)

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

62% more capital invested

Capital invested by funds: $2.01B → $3.24B (+$1.24B)

40% more funds holding

Funds holding: 217 → 304 (+87)

20.76% more ownership

Funds ownership: 46.72% → 67.49% (+21%)

Holders
304
Holders Change
+87
Holders Change %
+40.09%
% of All Funds
4.68%
Holding in Top 10
66
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+186.96%
% of All Funds
1.02%
New
101
Increased
102
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$86.8M
2
UWPG
Ullmann Wealth Partners Group
Florida
+$30.5M
3
LPL Financial
LPL Financial
California
+$29.3M
4
CCA
Cobblestone Capital Advisors
New York
+$28.6M
5
BWA
BlueSky Wealth Advisors
North Carolina
+$25.7M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$16.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.6M
3
EAM
Evanson Asset Management
California
-$11.6M
4
SWM
Soundmark Wealth Management
Washington
-$7.07M
5
CWM
Cedar Wealth Management
California
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
26
Jackson Thornton Wealth Management
Alabama
$34.9M +$34.9M +1,337,840 New
SWA
27
ShankerValleau Wealth Advisors
Illinois
$34.3M +$34.3M +1,313,849 New
PCI
28
Planning Center Inc
Illinois
$31.6M +$31.8M +1,216,073 New
UWPG
29
Ullmann Wealth Partners Group
Florida
$30.5M +$30.5M +1,167,921 New
PAG
30
Private Advisor Group
New Jersey
$29.8M +$1.98M +75,931 +7%
MWP
31
Meridian Wealth Partners
Pennsylvania
$29.5M -$797K -30,500 -3%
CCA
32
Cobblestone Capital Advisors
New York
$28.6M +$28.6M +1,093,741 New
SP
33
Symmetry Partners
Connecticut
$27.2M -$465K -17,822 -2%
AC
34
Apella Capital
Connecticut
$26.9M +$266K +10,180 +1%
BWA
35
BlueSky Wealth Advisors
North Carolina
$25.7M +$25.7M +983,854 New
FAAM
36
First Ascent Asset Management
Colorado
$24.5M -$481K -18,404 -2%
Osaic Holdings
37
Osaic Holdings
Arizona
$22.9M +$29.9K +1,145 +0.1%
ADL
38
Asset Dedication LLC
California
$21.7M +$3.52M +134,898 +19%
NCM
39
New Capital Management
Texas
$20.4M +$276K +10,573 +1%
MML Investors Services
40
MML Investors Services
Massachusetts
$20.3M +$2.86M +109,677 +16%
B
41
BetterWealth
California
$20.2M +$20.2M +775,203 New
AF
42
Advisornet Financial
Minnesota
$18.2M +$6.68M +255,743 +58%
GWM
43
Grand Wealth Management
Michigan
$17.7M +$17.7M +678,924 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$17.2M +$344K +13,167 +2%
TWA
45
TCI Wealth Advisors
Arizona
$17M +$800K +30,619 +5%
PP
46
Prosperity Planning
Missouri
$16.1M +$531K +20,330 +3%
AC
47
AWM Capital
Arizona
$16M -$162K -6,196 -1%
HighTower Advisors
48
HighTower Advisors
Illinois
$16M +$2.45M +93,653 +18%
CPIG
49
Chicago Partners Investment Group
Illinois
$15.8M +$3.91M +149,769 +32%
KAS
50
Kestra Advisory Services
Texas
$15.3M -$838K -32,102 -5%
1
2
3 4 5

DFAX Hedge Fund Activity: Q4 2021 in Review

304 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q4 2021, worth a combined $3.24B — up 62% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new DFAX positions and 13 closed out — a net gain of 88 holders — while 102 added to existing stakes and 56 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $86.8M. The largest seller was OneDigital Investment Advisors, cutting an estimated $16.2M.

  • 304 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $3.24B of Dimensional World ex US Core Equity 2 ETF stock for Q4 2021, up 62% quarter-over-quarter.
  • 101 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q4 2021 and 13 closed out, a net change of +88 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $86.8M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q4 2021 was OneDigital Investment Advisors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2021.