Dimensional World ex US Core Equity 2 ETF
DFAX
377 hedge funds and large institutions have $4.06B invested in Dimensional World ex US Core Equity 2 ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 16 closing their positions.
94% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 16
25% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 126
3% more funds holding in top 10
Funds holding in top 10: 79 → 81 (+2)
2% more funds holding
Funds holding: 368 → 377 (+9)
1% more capital invested
Capital invested by funds: $4.02B → $4.06B (+$41.4M)
3.75% less ownership
Funds ownership: 81.25% → 77.49% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$76.9M |
| 2 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$33.1M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$17.1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$14.1M |
| 5 |
GA
Greenspring Advisors
Towson,
Maryland
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$76.8M |
| 2 |
Jane Street
New York
|
-$55.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.79M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$6.88M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.55M |
DFAX Hedge Fund Activity: Q1 2023 in Review
377 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional World ex US Core Equity 2 ETF (DFAX) for Q1 2023, worth a combined $4.06B — up 1% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DFAX positions and 16 closed out — a net gain of 15 holders — while 158 added to existing stakes and 126 trimmed.
The largest buyer was Summit Wealth Group, adding an estimated $76.9M. The largest seller was Pathstone Family Office, cutting an estimated $76.8M.
- 377 institutional investors held Dimensional World ex US Core Equity 2 ETF (DFAX) as of Q1 2023, up from 368 in Q4 2022.
- Funds reported $4.06B of Dimensional World ex US Core Equity 2 ETF stock for Q1 2023, up 1% quarter-over-quarter.
- 31 funds opened new Dimensional World ex US Core Equity 2 ETF positions in Q1 2023 and 16 closed out, a net change of +15 holders.
- The largest Dimensional World ex US Core Equity 2 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $76.9M added.
- The largest Dimensional World ex US Core Equity 2 ETF seller in Q1 2023 was Pathstone Family Office, an estimated $76.8M sold.
Based on aggregated 13F filings for Q1 2023.