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Dimensional World ex US Core Equity 2 ETF

284 hedge funds and large institutions have $2.85B invested in Dimensional World ex US Core Equity 2 ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 63 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 63

7% less funds holding

Funds holding: 304284 (-20)

8.51% less ownership

Funds ownership: 67.49%58.98% (-8.5%)

9% less funds holding in top 10

Funds holding in top 10: 6660 (-6)

12% less capital invested

Capital invested by funds: $3.24B → $2.85B (-$390M)

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

Holders
284
Holders Change
-20
Holders Change %
-6.58%
% of All Funds
4.48%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.95%
New
31
Increased
136
Reduced
63
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
ShankerValleau Wealth Advisors
Illinois
$33.3M +$526K +20,760 +2%
AF
27
Advisornet Financial
Minnesota
$32.5M +$15.3M +604,988 +87%
UWPG
28
Ullmann Wealth Partners Group
Florida
$30M +$840K +33,187 +3%
MWP
29
Meridian Wealth Partners
Pennsylvania
$28.8M +$640K +25,286 +2%
FAAM
30
First Ascent Asset Management
Colorado
$26.6M +$3.24M +127,835 +14%
FFM
31
Forum Financial Management
Illinois
$26.4M +$12.8M +503,806 +91%
SP
32
Symmetry Partners
Connecticut
$26.1M +$66.7K +2,633 +0.3%
ADL
33
Asset Dedication LLC
California
$25.2M +$4.56M +180,110 +22%
BWA
34
BlueSky Wealth Advisors
North Carolina
$24.8M +$209K +8,256 +0.8%
MHS
35
M Holdings Securities
Oregon
$24.7M +$25.1M +990,451 New
GWM
36
Grand Wealth Management
Michigan
$21M +$4.08M +161,056 +24%
MML Investors Services
37
MML Investors Services
Massachusetts
$20.3M +$916K +36,150 +5%
TWA
38
TCI Wealth Advisors
Arizona
$17M +$709K +28,004 +4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$16.3M -$77.1K -3,043 -0.5%
KAS
40
Kestra Advisory Services
Texas
$15.6M +$1.07M +42,123 +7%
PP
41
Prosperity Planning
Missouri
$15.4M
Mariner
42
Mariner
Kansas
$15.3M +$7.52M +297,007 +94%
HighTower Advisors
43
HighTower Advisors
Illinois
$15M -$280K -11,062 -2%
SC
44
Shearwater Capital
Colorado
$13.4M +$477K +18,832 +4%
AIS
45
American Investment Services
Massachusetts
$13.4M -$60.7K -2,395 -0.4%
CPIG
46
Chicago Partners Investment Group
Illinois
$13.3M -$780K -30,809 -5%
EWA
47
EP Wealth Advisors
California
$13M +$13.2M +522,468 New
CWM
48
Cherrydale Wealth Management
New Jersey
$12.4M +$902K +35,617 +8%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$12.3M +$10.2M +401,049 +436%
ALWM
50
Andrews Lucia Wealth Management
California
$12.1M

DFAX Hedge Fund Activity: Q1 2022 in Review

284 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2022, worth a combined $2.85B — down 12% from $3.24B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of DFAX and 31 opened new positions — a net loss of 17 holders — while 63 trimmed existing stakes and 136 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $32.2M. The largest seller was LPL Financial, exiting entirely with an estimated $140M sold.

  • 284 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2022, down from 304 in Q4 2021.
  • Funds reported $2.85B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2022, down 12% quarter-over-quarter.
  • 31 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2022 and 48 closed out, a net change of -17 holders.
  • The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $32.2M added.
  • The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2022 was LPL Financial, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2022.